Personal CRM - Client Notes & Files

The Criya Contacts DB is built to be a complete Personal CRM.

Every person that has interacted or transacted with you, is part of your Contacts DB

VIDEO TUTORIAL

VIEWING PAST CONVERSATIONS & UPCOMING APPOINTMENTS

When you connect you Google Mail, you can go back in time and view all the emails exchanged with a contact, organized and made easy to browse. 

CLIENT NOTES & FILES

Criya build a simple overlay on your Google Drive to help you stay organized.

Once you connect your Google Drive, Criya creates a folder structure 

Criya App \ Clients \ <client ID> \ Assets

Every single contact you add has a folder created in your Google Drive.

Now you can go ahead and click "Add File" > this opens up the corresponding folder in Google Drive.

Simply create a new file, and share it (like you normally would) with any Google doc.

Come back and refresh the folder - you will see all the files created for this client, organized for you.

USAGE IDEAS - We use this feature to track meeting notes, exchange files (such as for resume reviews) and any documents/contracts signed etc!