Contracts and documents

Streamlined contracts

The goal of any entrepreneur and small business is to provide the best possible care to their clients. To ensure this, you need to maintain an organized system that allows you to store all the information you might need. If a client comes in with a specific issue, being able to look through documents and quickly find notes you made will streamline how you handle things.

You'll be able to track each problem and how you've treated it and make sure you have all the information you need to know about a client. It's important to have streamed storage like this because it helps you to refer to previous information and ensure that people are getting the highest quality

Documents on tasks & projects

Organizing is important, and there's no reason why files and folders should be any difficult! Having a network of folders and files for each of your tasks and projects makes it so that you can easily find documents for every task when you need them. This way, you can easily find what you're looking for and you won't be scrambling around your office or home, frantically trying to find a document.

By implementing a filing, organization system will allow you to be more efficient and effective when dealing with your tasks and your business.

Keep track of your notes with integrations

At DaybydayCRM, we offer various features that'll help you store and track your data easily and securely. One of our most popular features is storing documents on the cloud.

Google Drive and Dropbox Integrations make it simple to store your documents and instantly access them when you need them. With a premium subscription, you can choose if we should take care of the data you want which we store on our secure internal servers.

Thankfully, we offer a variety of options so you can keep as much of your data on your own devices as you wish.