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CRM file extension

Attach documents, identity docs, marketing collaterals, sales quotes, orders, invoices, or anything that your organization standardizes to customer profiles with descriptive titles.

Keep customer docs with CRM profiles

Whether it is for keeping customer history, legal purpose, quick-finding, whichever the reason could be, there is no limit to the number of customer-centric files that you can attach to a record for on-demand retrieval
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