Send Extension for EspoCRM is a powerful tool that allows users to easily share files and notes with customers directly within EspoCRM.
The extension includes a user-friendly interface that makes it easy to share files and notes with customers in a secure and confidential manner. Users can set an expiration date for the shared files and notes, ensuring that sensitive information is only accessible for a certain period of time. The extension also records the IP address and date of each file download, providing added security and accountability.
Customers can access the shared files and notes via a unique link, without the need to log into EspoCRM. This feature is particularly useful for businesses that need to share sensitive information with customers, such as contracts, invoices, and other important documents.
The extension is fully compatible with the latest version of EspoCRM and integrates seamlessly with the existing functionality. It’s easy to use and requires no technical skills, making it accessible to all users.
Don’t struggle with managing and sharing sensitive information with customers. Upgrade to our Send Extension and take advantage of the convenience and security of sharing files and notes directly within EspoCRM.
Our product is designed to be easy to install and set up. Once payment is received, we will prepare a package for you that can be easily installed into your EspoCRM with just a few clicks. This process is quick and seamless, so you can start using our product right away. Our team is available to assist you with the installation process if needed, and we also provide detailed documentation to guide you through the process. With our easy installation, you can have our product up and running in no time.
When you purchase our product, you will receive a license for access to support and updates for 12 months for one instance of EspoCRM. Our team is available to assist you via email and we also have a Support policy
on our website, as well as detailed documentation
, where you can find more information about the support we offer and how to use our product effectively.
Who this extension is for
For anyone who would like to share information outside of EspoCRM in a secure and controlled manner. Sending any information via email gives you unlimited access to all the information and files contained in the message. By using this extension you can decide how long the link is valid, how many times it can be used, and if you send it to the wrong recipient you can cancel it at any time.
List of features
- Share files and notes with customers directly within EspoCRM
- Set expiration dates for shared files and notes
- Record the IP address and date of each file download
- Access shared files and notes via a unique link without the need to log into EspoCRM
- User-friendly interface
- Fully compatible with the latest version of EspoCRM
- Integrates seamlessly with existing functionality
- Easy to use, requires no technical skills
- Option to check how many people have used the link
- Option to define your own aliases and expiration date.