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Documents & Files

Estimates, Quotes, Proposals, Scans & Pictures, Reports and pretty much any other type of document / file can be uploaded and attached to your contact profiles. With the GoMaxCRM you can upload all of your related documents / files to each of your contacts or customers to the system.

Need to send groups of documents to a third-party? The GoMaxCRM has simplified this process with an intuitive package manager sent via email followed by a secure download delivery option for the recipient.

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