S3-compatible
Connect Amazon S3 or Cloudflare R2.
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DOCUMENT STORAGE
Store customer documents in the object store you choose.
Use supported S3-compatible storage for uploads while the CRM retains metadata and access rules.
Lead association
Documents remain attached to the correct customer.
Controlled access
Signed access avoids public object URLs.
Audit context
Upload and deletion actions retain their actor.
WHY IT WORKS
The next move stays explainable.
- EVENTA customer signal arrives.
- CONTEXTCrosvia CRM matches the person and history.
- DECISIONThe owner sees the reason and acts.
Bring one real pipeline.