File Management

Managing files has never been this easy!!

You can now store files and important documents in a secured but easy to access way with the help of CRM RUNNER. It helps managers in sharing necessary data to clients in a cost-effective, secure and eco-friendly manner.

How CRM Runner can help you with managing files?
  • You can search for files based on the type or other criteria to get information in no time.
  • You can always choose between personal and public files.
  • You can add and manage files for members of your organization to review.
  • Manage, delete or edit the files as per your requirements any time provided you have the access to do the same.
  • You can access files from any location through an app on iOS, Android device or web browser.
  • You can even share a file with your team members/technicians.
  • If you have sensitive information in the document attached, you can restrict its access among the users who can view the document.