Keep every imported, exported, and uploaded file organized by client, vendor, and vertical, with full history and folders accessible anywhere.
Working with multiple vendors, clients, and verticals generates a lot of files. File Management keeps every import, export, and related document organized by client or vendor and by vertical, so nothing gets lost across campaigns.
See also: Bulk Import, Bulk Export.
See Lead Capsule running against your own use case. We will follow up to arrange a walkthrough.
Rated 4.6 out of 5 on Capterra across 30 reviews.
Full platform access for 7 days. See ping tree routing, verification, and both portals live on your own leads.