ActiveCampaign Forum

Store client files in CRM


#1

Hey guys,

Does the CRM feature have the ability to store client files, such as scanned documents.

thanks,
Ben


#2

Hi Ben,

Just jumping in here. At this time, our CRM does not feature the ability to store files or documents within our platform. If you would like to see this feature added, I would encourage you to submit the idea here: https://ideas.activecampaign.com/ideas/new.

All submissions are reviewed by our Product team who are welcome to new ideas.

Other forum members may be able to point to an integration they use for this purpose.

Thank you,
Cody