If you need to keep track of documents linked to customers, you can do this by adding files to company records you have in Intrabench. So you have a list of your contacts, invoices and files all in one place. No need to hunt around for important documents relating to a customer bid or quote. You can add files via the simple web interface and create directories for projects from your office, home or on the move. It's also possible to allow the customer to get access to these file areas so they can add and remove files that you allow them to, so they could add in their art work or project proposal and this saves large documents getting emailed to and from or getting rejected because of file size.

Showing your customer that you're organised reinforces their trust within your organisation.

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