Construction sales reps keep client documents on CRM records

Sales reps miss client files on the property portal, causing outreach gaps and stalled bids. Attachments find the matching CRM contact or opportunity instantly, so reps always have the files they need.

Overview

Missing client documents create outreach gaps and stalled bids in construction sales. This workflow routes every file uploaded to your property portal to the matching CRM record, giving reps immediate access and preventing missed attachments. Sales and ops teams report fewer missing files and smoother handoffs.

Notable Features

Attach uploads to CRM records
Match files to contact or opportunity
Notify sales reps with file links