18. Does LEADer store customer documents?
Yes. LEADer CRM provides secure and centralized document storage for every lead and customer record, with up to 1 GB of storage included by default. Instead of scattering contracts, proposals, or PDFs across emails and shared drives, all files can be uploaded and linked directly to the relevant contact or deal inside the system.
1 GB storage included: Every account comes with up to 1 gigabyte of storage for files such as contracts, invoices, images, or PDFs. This ensures teams have plenty of space for essential documents while keeping the system lightweight and fast.
Centralized repository: Each customer record can include contracts, proposals, invoices, images, PDFs, or other relevant files, keeping everything organized in one place.
Sales integration: Quotes, proforma invoices, and signed documents are automatically attached to the lead’s timeline, so the entire history of interactions—calls, notes, and files—stays together.
Collaboration made easy: Teammates with the right permissions can access the same documents instantly, ensuring everyone is working from the same up-to-date information.
Cross-platform access: Files are available across Android, iOS, desktop, and web, so whether you’re in the office or in the field, documents are always accessible.
Security & compliance: All documents are stored securely with encryption, and backups are maintained to protect against data loss. Access rights can be configured to keep sensitive files private.
Bottom line: LEADer ensures that all critical customer documents are stored, tracked, and accessible in one secure location—offering up to 1 GB of storage to support faster, more professional, and more reliable sales processes.