Productivity
Files
Contracts, spec sheets, and onboarding docs end up in five places. Ambivo Files gives you file management tied to customers, deals, orders, and projects — with permissions that follow your CRM roles.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From uploaded file to shared library
See how Ambivo Files keeps documents on the record with permissions that follow your CRM roles.
File uploaded
Attach a file to any deal, account, order, or custom record — no shared-drive hunting.
Organized in folders
Keep files structured per account or project so teammates find what they need.
Permissions set
Role-based access decides who can view, upload, or share each file internally.
Shared via portal
Publish a file library to the client portal without a separate file-sharing tool.
Version tracked
Updated files keep prior versions on record, so nothing gets silently overwritten.
- 6
Access audited
See who viewed or downloaded a file, internally and through the portal.
Key capabilities
Files on the record — not buried in shared drives and email attachments.
Record attachments
Upload and organize files on any Ambivo object — deals, accounts, orders, and custom records.
Controlled access
Role-based permissions decide who can view, upload, or share — internally and in client portals.
Portal delivery
Share file libraries with customers through the client portal without separate file-sharing tools.
What you can do
- Upload and attach files to any record
- Folder organization per account or project
- Role-based view and edit permissions
- Preview common document and image formats
- Client portal file libraries
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
Explore CRM