File Sharing

Business Access CRM is completely integrated with our file sharing partner www.dropbox.com

When you upload important employee or customer files in your CRM, you can choose to have the files saved on your server where the CRM is hosted, or you can choose to have the files uploaded and saved to your DropBox account, and still be able to access the files within your CRM.  You are able to upload employee and customer documents to the following features within Business Access CRM:

  • Address Book
  • Employee User Accounts
  • Leads
  • Trouble Tickets
  • Employment Forms
  • Referral / Web Forms
  • Merchant / Business Account Profiles
  • Merchant Cash Advance Contracts

Dropbox Business allows us to share data, in a secure fashion, just by sending a link. It speeds up the process of collaboration between our team and external third parties, and that definitely has made a difference.

Chances are your team already loves Dropbox for its simple and powerful file share and sync capabilities. Dropbox Business is based on that same easy tool, so you can be confident that your team will use it with little to no training. Unlike on-premise solutions, there’s no infrastructure to set up or maintain — and unlike other cloud-based solutions, a simple but powerful admin console makes managing and scaling your team a breeze.

With support for virtually any device, operating system, and platform, Dropbox Business seamlessly works the way your team does — it just plugs into their existing setup and workflows. And with hundreds of thousands of app integrations, Dropbox Business amplifies the services your team already uses.

Dropbox Business uses strong cipher encryption in transit and at rest, and undergoes regular SSAE 16 SOC audits with SOC 2 Type 2 and SOC 3 reports available. And with authentication features like single sign-on (SSO) support and two-step verification — plus the visibility and control of sharing permissions and audit logs — your files are always safe and protected.

Simply invite team members to a shared folder and they'll always have the most up-to-date versions of those files, plus any new ones you add. Updates are automatic and lightning fast, thanks to our best-in-class Delta, LAN, and streaming sync. Staying on the same page has never been easier.

Dropbox Business is a fast and easy way to share files, both within your team and with external partners. There are no file type restrictions, no operating system requirements, and no size limits. Sending the smallest Word doc is just as easy as gigabytes of hi-def video — just send a link and