Document Library

Sharing made simple.

Share the latest version of your company’s or campaign’s sales kit directly with clients from Leaf CRM’s Document Library.

An illustration of a man sharing the latest version of a document with multiple clients using Leaf CRM.

What Leaf CRM can do for you?

Centralise sales kits in one system.

Keep sales team updated with latest version.

Share and open files directly without saving to phone storage.

Impress clients at every touchpoints

Keep clients informed with the latest updates and information to move a step closer to win a deal.

An image of Leaf CRM centralising documents from all platforms in Leaf CRM's Document Library.

Organise documents with centralised storage

Upload all the files in one place so your sales team can quickly access what they need without searching through old chats or local device folders.

Build trust throughout your sales outreach

Improve prospects experience and confidence by keeping them informed with latest product and service knowledge.

A screenshot of a WhatsApp conversation between a salesperson and a prospect, where the salesperson shared a document to the prospect via Leaf CRM's centralised document library.
An image of Leaf CRM's Document Library with all the documents uploaded via the admin portal.

Save time with reusable sales content

Reuse your best-performing decks, brochures, or any materials for other campaigns and potential prospects without recreating them from scratch.

See how Leaf CRM is helping teams like yours

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