Keep Every Business Document Organized, Accessible, and Secure
Stop digging through emails or folders. CRMLeaf’s Document Management Module lets your team store, share, and manage all documents in one centralized, secure place.
Built for Teams That Need Smart, Centralized File Management
CRMLeaf’s Document Management Module brings structure and security to your file workflows.
Upload and Store Files
Organize contracts, proposals, invoices, and more in neat folders.
Link Files to CRM Records
Attach documents directly to leads, contacts, deals, or projects.
Real-Time File Sharing
Share important files instantly, internally or externally.
Role-Based Access
Define who can view, edit, or share documents.
Automatic Backups
Keep documents safe with scheduled, automated backups.
Advanced Search
Find any document fast with intelligent search tools.
Document Management That Boosts Collaboration
CRMLeaf brings your files into one system — connected, secure, and easy to manage.
Organized File Structure
Create folders and categories to keep documents tidy.
CRM-Integrated Storage
Attach files to CRM records for faster access and context.
Secure Sharing Options
Share with teams or clients confidently using permission settings.
Document Lifecycle Visibility
Track uploads, edits, and access logs in real time
Full Compliance Support
Maintain audit trails and access history for reviews or policies.
Mobile-Friendly Access
View and manage files on any device anywhere, anytime.
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