CRM FREE contact management                        

Document Storage

In the paid versions of CRM FREE you can upload files to be stored in a contact or project's record or just in a central storage place. Files in a contact or project can be restricted to only be accessible to users who have access to that contact or project or can be available to all. CRM FREE provides easy access to all files in a contact or project to view and download, or search all files by name, description or date uploaded.

Being a paperless office means never having to track down a file again. It is always easy to find in a contact or project record and multiple people can access the file at the same time. Even when you are not in the office you still can access files and documents you may need.
Features

Contact Management
    Contacts
    Searching
    Grouping
    Important Dates
    Custom Fields
    Import & Export
    Capture from Web Forms

Calendar
    Adding Items
    Calendar & Lists
    Alerts

Email
    Templates
    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

Projects
    Using Projects
    Linking to Contacts

Document Storage

Administration
    User Access
    Billing

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