Securely share documents with clients. Let clients share files with you on your website.

Because Helium CRM enables you to…

Sharing files and documents with your clients is easy with Helium Secure Online File Sharing. Instead of emailing files, small businesses can upload files to Helium LiveSite (a cloud document sharing service). Clients are notified via email or on their next visit to your website. A client portal allows clients to view the shared documents on any device, anywhere, and also upload files online and share documents with you. Shared files are available for your review via Helium along with the relevant client correspondence history. Document sharing with Helium CRM makes it easy to track when a shared document is viewed or when a new file is available.

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