File Sharing for Perfex CRM

Description

Introducing the File Sharing Module for Perfex CRM, a powerful extension designed to enhance your CRM experience by enabling seamless file management and sharing within the system. This module integrates directly with Perfex CRM, offering users a streamlined way to upload, share, and manage files across their projects, clients, and team members. Below is a comprehensive list of the features included in the File Sharing Module:

Features of File Sharing Module for Perfex CRM

1. Easy File Uploading
2. Drag-and-Drop Upload Interface
3. Folder and File Management
4. Secure File Storage
5. User Permission Controls
6. Role-Based Access Management
7. File Sharing with Clients and Team Members
8. Direct File Links
9. Password-Protected Files
10. Expiration Dates for Shared Links
11. File Preview Support
12. File Versioning
13. Activity Log and Audit Trail
14. File Download Notifications
15. File Tagging and Categorization
16. Search Functionality for Files
17. Bulk File Uploads
18. File Size Restrictions
19. Support for Multiple File Types
20. Integration with Project Management Module
21. Integration with Customer Portal
22. Email Notifications for File Uploads
23. File Commenting and Feedback
24. Customizable File Permissions
25. Integration with Perfex CRM’s Calendar
26. Document Approval Workflow
27. File Encryption
28. Data Backup and Restore Options
29. Responsive Design for Mobile and Tablet Use
30. Multi-Language Support
31. Detailed Documentation and User Guide
32. Regular Module Updates
33. Dedicated Customer Support
34. Customizable UI Themes
35. Compliance with Data Protection Regulations
36. File Sorting and Filtering Options
37. Support for External Cloud Storage Integration
38. Direct File Upload from Emails
39. API Integration for Third-Party Tools
40. Automatic File Backup Feature

This comprehensive set of features ensures that the File Sharing Module for Perfex CRM is a robust tool for enhancing productivity and collaboration within your organization. It allows for efficient file management, secure sharing, and smooth integration with other CRM functionalities, making it an indispensable addition for any business using Perfex CRM.