Send customer files to your CRM in one step
Agents send the invoices, photos and documents a customer shared straight to your organization's own system. They choose the files and confirm. Nothing sends itself.
A customer sends an invoice, a photo, or a document in the middle of a conversation. With Send Files to CRM, the agent sends those files straight to your organization’s own system in one step, without downloading them and uploading them again.
From the conversation to your system
The agent selects the files the customer shared and confirms the send from the conversation window. Your system receives them, and the agent stays with the customer. Invoices, photos and documents all go the same way.
Already sent, already marked
A file that has already been sent is marked, so the next person can see it. Nothing is saved twice by accident.
Checked before it leaves
With Mediabriz Guard on, only files that passed the security check can be sent. The agent still chooses every file and confirms the send. Nothing sends itself.
Files stay in your region
Those files stay in your organization’s data region.
Available to every organization
Send Files to CRM is available to every Mediabriz organization. Want to see it with your team? Contact us and we will help.