Client documents that live on the client record
- Organization
- Life insurance organization
- Built with
- Zoho CRM, Zoho WorkDrive, Custom widget, Deluge
The problem
Client files lived in a shared drive, emails, and people's desktops. Finding an application or a statement meant knowing where someone had saved it, and the CRM record had no idea any of it existed.
What I built
- One folder per client, created in a central team folder and linked to the CRM record so it can never drift.
- A file browser inside the CRM record, where staff can view, upload, rename, move, delete, and share files without switching apps.
- Direct uploads, so large files go straight from the browser to storage instead of routing through the CRM.
- Consistent structure set once for leads, contacts, and accounts, so a folder looks the same no matter where you open it.
What changed
Documents are where the client is. New staff don't have to learn a folder maze, and nothing gets lost because someone saved it in the wrong place.