Send Extension for EspoCRM will help you sharing files and notes with your customers inside EspoCRM. You can use our extension to share confidential information with an expiration date indication. Our extension will record the ip address and date of each file download. Your customer will be able to download files or read information via a unique link without having to log into EspoCRM.
You can see how our integration works on our demo:
If you want to know at what stage we are or would like to request additional functionality for this extension, send us an email!