Centralised storage
Bring quotes, contracts, certificates and customer paperwork together in one organised space.
CRM module
CRM Drive
A storage space built into your CRM to bring all your documents together in one place. Every file is attached to the right record, accessible to your teams and always up to date, with no reliance on an external tool.
The module
All your documents in one place
No more files scattered across mailboxes and personal drives: CRM Drive centralises your documents and links them directly to the records in your CRM.
Documents attached to records
Every file is linked to the right customer: you find it instantly from their record.
Sharing across teams
Your colleagues access the same documents wherever they are, for smooth collaborative work.
File security
Your documents stay within your own environment, with access controlled by user profile.
Interested in this module?
Request a demo
Leave your details and a JD Solutions specialist will call you back shortly.
Get a call back
Share your details — we’ll take care of the rest.
CRM modules
Discover other modules
Over 100 modules to tailor the CRM to your business. Here are a few of them: