File Management
and Reminders

In Flick CRM, you can upload various file formats, including documents, audio and video, into the file section. You can create categories to keep your files organised and archive old files for future use, making managing and accessing important files easy and efficient. Additionally, the system allows you to set reminders for important tasks or documents, ensuring timely notifications and task completion.

• Upload important files directly to the CRM system.
• Assign uploaded files to specific leads, clients or users.
• Create lists of reminders and set expiry dates for important tasks or documents.
• Receive reminders via email to stay updated on upcoming tasks or document expirations.
• Manage reminders, ensuring timely notifications and task completion.