Cherryberry CRM offers attachments and notes service to help you capture and organize important bits of information and data related to your customers and business processes. You can easily record free-form text about a particular record, for instance, a sales opportunity or a customer. Attachments let you upload and associate files such as images, videos, and documents when they are related to one another. With the notes and attachment service in CRM, you can take notes of the important things discussed in a meeting, agenda or a conference.
Afterwards, when you need to use this information, the search tools let you easily skim through the data and find the relevant pieces of information. You can also attach pictures, clips, or other forms of data to different files and make them more useful and relevant. The best part about this service is that it is completely cloud-based. This means, you can manage it anytime and from anywhere without the need to being present physucally at the workstation. The notes and attacments are stored on the cloud and are easily accessible.
You can store, manage, recall, and retract notes and attachments in just a few clicks.
Many businesses use notes and attachments to capture and store important information and sensitive data related to their customers and business processes. Cherryberry CRM offers notes and attachments service to capture and store notes and attachments
securely and keep the data easily accessible and well-organized. Notes let you record free-form text related to a specific record, such as a sales opportunity, future events, or a piece of customer information. With attachments, you can upload associated files with notes, such as images, videos, documents, and PDFs. In the future, you can easily access this information whenever you need it to provide context, share important details with the team members, and offer document interactions with customers. The notes and attachments become a valuable asset for your business. With our notes and
attachments features and functionalities, you can easily manage and track the notes and attachments to gather important information about business operations and customers. A top feature of this service is that it is cloud-based and the data is stored over the internet. This means that you get easy access to the data at all times and from anywhere and the data stays safe even in the event of a system failure. You can store, manage, recall, and retract notes and attachments in just a few clicks with Cherryberry CRM’s notes and attachments feature.
CAPTURE AND ORGANIZE DATANotes and Attachments Service in CRM
Efficiently manage and organize important information related to business processes and customers by using the notes and attachments service.
NOTES AND ATTACHMENTS SERVICENot letting anything important
Slip out of hands
No Data goes to waste
Store every bit of important information for later use.Associate
Attachments let you associate images, videos, and documents.Integrity
Works together with the ERP and other CRM features.Cloud-based
Accessible from anywhere and at any time with no restrictions.