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OIA CRM Files Manager
Powerful file management for your CRM items
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Ocena
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Instalacje3
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Twórca
CRM File Manager for Bitrix24 brings seamless file organization and management right inside your CRM entities — including Deals, Leads, and Contacts.
This app adds a dedicated File Manager tab within each CRM item, offering a clean and modern interface to upload, organize, and control your files using Bitrix24 Drive’s full power.
Key Features:
Dedicated File Manager Tab: Say goodbye to digging through the Timeline to find a specific contract or invoice. Every Lead, Deal, and Contact gets a dedicated File Manager tab for instant access to related documents.
Structured Folder Organization: Unlike the standard flat list of attachments, this app allows you to create, rename, and manage folders. Organize your files by category (e.g., "Contracts," "Technical Specs," "Invoices") to keep your workspace clutter-free.
Powered by Bitrix24 Drive: The app leverages the full power of the Bitrix24 Drive. This means all files are stored securely in your existing cloud storage, ensuring you don't lose the benefits of Bitrix24's native version control and synchronization.
Clean, Modern Interface: Designed with a focus on user experience, the interface offers a familiar, desktop-like file management experience within the CRM slider, making file navigation intuitive and fast.
Seamless Integration: The app works across all primary CRM entities, ensuring a consistent experience whether you are qualifying a Lead, closing a Deal, or managing a Contact.
How it Works
Once installed, a new Files Manager tab will automatically appear in the top menu bar of your Leads, Deals, and Contacts sliders. When you click it, the app opens a dedicated workspace where you can:
Upload files via drag-and-drop.
Create folders to categorize documentation.
Manage existing files using standard file actions (Rename, Delete, Download).
Every file uploaded through the CRM File Manager is automatically synced with a dedicated folder on your Bitrix24 Drive, ensuring that your data is always backed up and accessible through the standard Drive interface if needed.
