CRM with Documents
A CRM with Document Management Built In
Keep every contract, proposal, and file linked to the right client, no shared drives disconnected from your CRM. WebifyGO stores and organizes documents alongside every record.
Free 14-day trial · No credit card required
The Problem
Sound familiar?
Client files scattered across email, Dropbox, and local drives.
Hard to find the right document version when you need it fast.
Contracts and proposals stored away from the client record.
How WebifyGO Helps
Everything you need in one platform
Document Storage
Upload and store contracts, proposals, and files linked to each client and record.
Linked to Records
Every document is attached to the relevant contact, deal, or project for fast retrieval.
Quick Access
Find any file from the client record without digging through shared drives.
Secure & Isolated
Documents stored in your own dedicated instance with SSL encryption.
One Platform
Get in Touch
Build and run your business from one dashboard
Website, booking system, online store, invoicing, and marketing in one place, so nothing slips through the cracks and your whole team works from the same live data.
Custom built for your industry
Dedicated instance on your domain
Unlimited team members, no per-seat fees
Connects with the tools you already use
Gmail
Google Calendar
Google Workspace
Stripe
WhatsApp
Slack
Microsoft 365
PayPal
QB
QuickBooks
T
Twilio
SG
SendGrid
A
Adobe Sign
D
DocuSign
V
Vonage
Yes. Upload files and link them directly to contacts, deals, projects, or any other record.
Yes. Files are stored in your own dedicated instance with SSL encryption and access control.
Get in touch and tell us what you need. We'll send a clear proposal and can have your platform live in days, not months.