Travefy's CRM offers secure document storage using AES 256 encryption for documents on each client profile. You can attach PDFs, Word Docs, JPEGs, etc. to store directly associated with a client profile. There is no limit on the document storage and most importantly—these documents are stored with an additional layer of security for any sensitive documents.

The secure document storage can be accessed on each client profile in the Contacts section by clicking on the "Documents" tab. This works great for:

If you have questions on storing client documents please reach out to Travefy's customer support team.