File Channels

Questions and answers

• Customer support
  Send and receive voice notes and recordings to help with support.
• Client onboarding
  Help new clients by sharing all necessary documents in one place.
• Account management
  Manage your account and files easily in one tool.
• Share how-to videos
  Send videos that explain how to do things easily.
• Record presentations
  You can record and share your presentations quickly.
• Track opens instantly
  Get immediate updates when someone opens your shared files.
• Real-time file updates
  You can update files and documents anytime and see changes right away.
• Personalise sales videos
  Make your sales messages special by adding personal video messages.
• Secure trackable file sharing
  You can share files safely and see when they are opened.
• Available on iOS, Android and web
  Use File Channels on your phone or computer anytime, anywhere.
• Instantly send a single, shareable link
  You can create and send a link to share your files right away.
• Share multiple files with one-click links
  You can share many files using a single link that is easy to click.
• Upload documents, videos and presentations
  Easily upload different types of files to share.
• Easily send documents with chat & voice notes
  Send documents along with messages and voice notes in one place.
• Real-time chat, voice notes and video messages
  Communicate instantly with chat, voice notes, and video messages.
• Get notifications when opened and track engagement
  Receive alerts when your files are opened and see how people interact with them.
• Integrated with Pipedrive CRM & Google Drive storage
  Connect with Pipedrive and Google Drive to manage your files better.

• Mobile access
  You can manage files and communication from your phone, so you stay connected anywhere.
• Instant updates
  You can update files anytime and notify others, keeping everyone on the same page.
• Real-time tracking
  You get instant updates when someone opens your files, so you know they are engaged.
• All-in-one platform
  You can manage all your documents and conversations in one place, which saves time.
• Secure file sharing
  You can share files safely, so your information stays protected.
• Easy document sending
  You can send documents quickly with just one link, making it simple to share.
• Personalized messages
  Adding video messages makes your communication more memorable and personal.
• Built-in communication
  You can chat and send voice notes in the same place, which helps keep conversations going.

• Investors
  They can receive pitch decks and videos that explain plans clearly.
• Mobile Users
  They can manage files and communication anytime, anywhere using their phones.
• Account Managers
  They can share information quickly and build better relationships with clients.
• Project Managers
  They can keep all project documents and updates in one easy-to-access channel.
• Sales Executives
  They can send proposals with personal videos and get notifications when clients open them.
• Client Onboarding Specialists
  They can securely share all necessary documents in one place for new clients.
• Customer Support Representatives
  They can send voice notes and recordings to help customers without needing to schedule calls.