Productivity
Files
Contracts, spec sheets and onboarding documents end up in five places. Ambivo Files ties them to customers, deals, orders and projects. Permissions follow your CRM roles.
Customer journey
See how this fits the way your team works, from the first step to the result.
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, and find it there later.
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.
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Access audited
See who viewed or downloaded a file, internally and through the portal.
Key capabilities
Files on the record, where the work is.
Record attachments
Upload and organize files on any Ambivo object: deals, accounts, orders and custom records.
Controlled access
Permissions by role decide who can view, upload or share, inside your team 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, made simple.
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