Import all your documents to a cloud storage center. Access your database without fear from anywhere at any time. Bloobiz is your safe: it protects your privacy.
Add your prospecting documents on Bloobiz and keep them all in one place. Thanks to the interconnected interface, use them in your campaigns with a single click. Archive them once they are no longer relevant. Associate each document with a type of document (offer, contract, service reports, etc.) and use this criterion to speed up your searches.
Save in the Sales module all the documents that can be useful for your business. Sort them by document type and add all relevant information as comments. Access, if necessary, a history of all interactions with the document. Upload the documents of your choice again with a simple double click.
Documents Record each stock document on the dedicated interface. Choose between the types "transfer slip" and "scrap slip" to classify your document. Determine the concerned stock location and the name of the document before associating a stock item to the transaction.Stock
Gradually add files to your tasks or projects. View them at any time from the project interface. For a more generic search, use the file archives. Access all documents associated with projects in the archives, without distinction if you wish. Otherwise, use the filters to refine your search.
Search filters are your allies when it comes to saving time. At any time, you can narrow down your search results by using them: status, type of document, date, name of the associated client, format, category, etc. Different search filters are available on the different modules to help you go faster.
Find the documents related to your prospects directly from their follow-up sheet. Access these documents at any time to find out the status of a prospect. Also, don't waste time on your research.
Place documents that may be useful to you on each customer record. Gather them in this strategic place and avoid long searches. Find these documents on the "Sales Documents" interface which is interconnected. Address the situation of a customer without ever missing information.
Allow tickets to be created after a document has been added. Only documents of type "mail" have this tracking option. Assign a user, a group of users or even a pool to determine who is in charge of processing this ticket.
Customise access levels and assign credentials to users of your choice. Create a hierarchy for access to these documents, with 0 being the lowest access level. Then make sure you successfully maintain the confidentiality of certain information.
