BTrail CRM is the powerful, web based all in one CRM which covers all verticals of your business. BTrail comes with two online portal- Admin portal and client portal. Android/IOS mobile app also available for clients. BTrail is a complete software in itself to fulfill all your requirements but it also comes with some addon which may be specific requirement to make BTrail great fit according to your business.
BTrail is best suited CRM for CAs. You can choose your customized plan.
Below you will find how this CRM will help you in your industry, What facilities your client can have on client portal, Admin features, addon modules available, customized plans etc.
File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues. The files can be sent by email or an url that can be shared with everyone you would like to.
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
- File Managemnt:
- Web File Manager
- Sharing To Client
- Sharing To Staff
- Sharing To Public
- Sharing Management
- Download Management
- Reports
- Settings:
- General Settings
- Sharing Policy
- Client Portal:
- Web File Manager
- Sharing To Company