Manage Notes and Files

Collaborate with your team on notes and securely manage files in one unified platform.

Collaborative note-taking and file management feature for enhanced teamwork and productivity.
(4.8) Review Score 4.8
(4.8) Review Score 4.8
(4.8) Review Score 4.8
Centralized note management interface for efficient note organization and easy access.

SCentralized Note Management

Keep all your notes organized in one place with personal, board, and item notes.

Seamless Integration of Google and Microsoft Drive for seamless file management.

Seamless File storage

Easily upload, manage, and share files with integrated Google Drive and Microsoft Drive support.

Real-time note collaboration with team members for enhanced teamwork and productivity.

Version Control and Sharing

Effortlessly manage notes & document versions and share with confidence at the click of a button.

Platform showcasing note and file management features with personal, board, and item-specific notes

Manage and collaborate on notes and files seamlessly with Pronnel’s integrated platform.
Effortlessly organize and share notes, whether personal, board-specific, or item-specific.
Securely manage and access your files with robust version control and integration with Google and Microsoft drives.

How It Works

Integrated drive showcasing file uploads, folder structure, and customizable permissions.

Integrated Drive

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File Uploads

Support for various file types including images, documents, and PDFs.
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Folder Structure

Organize files into folders for easy navigation.
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Drive Permissions

Control who can view and edit files in your drive.
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External Links

Include URLs to files stored on other platforms.

Personal Notes

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Private Storage

Keep personal notes that only you can access and edit.
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Live Edits

See real-time changes to your notes.
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Sharing Options

Share personal notes with individuals.
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Connect Board/Items

Associate personal notes with boards or items.
Personal notes with individual access and sharing options for enhanced privacy.
Board-level notes with shared access and collaboration features for effective teamwork.

Board Level Notes

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Board Access

Notes created on a board are visible to all board members.
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Collaboration

Work together on notes with real-time updates.
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Cross-Board Association

Link board notes to multiple boards or items.
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Important Notices

Use board notes to share policies or key information with the team.

Item Level Notes

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Contextual Association

Link notes to specific items for detailed tracking.
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Multi-Item Linkage

Associate a note with multiple items or boards.
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Restricted Access

Notes are only visible to those with item access.
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Collaborative Editing

Work together on item notes with live updates.
Item-specific notes showing context-specific documentation and collaboration features.
Version control showcasing version history and easy retrieval options for accurate documentation.

Version Control

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Version Updates

Overwrite old files and notes with new versions while keeping history.
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Retrieve Old Versions

Access previous versions of files and notes when needed.
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Automatic Versioning

Keep track of changes automatically.
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Enhanced Reliability

Ensure that the most up-to-date files and notes are always available.

The Notes and Drive feature in Pronnel offers a comprehensive solution for efficient note-taking and file management. Combining these features with Pronnel's other capabilities can supercharge your team's use of the CRM, propelling business growth and success.

See All Features

Email, Chat, PDF Templates

Standardize and Accelerate Communication with Email, Chat, and Document Templates

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Universal Inbox

Get all your Customer Communication in One Place.

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CRM Email Integration

Connect and Manage Emails Directly in CRM

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Customizable Workflows

Configure Your Pipeline to Match Your Team’s Unique Workflow

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Activity Tracking

Capture, Track, and Analyze All Interactions Seamlessly

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Configurable Items

Customize tasks, contacts, leads, and more with Pronnel's versatile item configuration.

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Transform how you handle information with Pronnel's Notes and Drive.

It is an important feature in these Suites

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Sales Pipleine

Record insights for a lead in Notes on Item. this way, even if a Salesperson moves, on rich insights are already captured for the client.

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Company Internal Notice Board

Share your company's Qulity/ HR/ Customer Policies etcetra on Drive. Share Notes to cenior Management over Reviews

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Marketing Task Management

Store Brand Manual, Artwork centrally for circulation in Drive. Hold your Marketing Reviews and Minute in Board Notes mentioning Items discussed and status.

FAQs: We have answers to your Questions

Notes in Pronnel offer invaluable benefits for team collaboration and productivity, facilitating seamless information sharing and organization. Recognizing the critical role of Notes in enhancing workflow efficiency, we've ensured its availability across all Pronnel pricing plans – from the FREE tier to the PREMIUM plan. This inclusive approach underscores our commitment to empowering every team, regardless of their plan level, with the tools they need to succeed. With Notes readily accessible to all users, Pronnel enables teams to maximize their potential and drive business growth effectively.

Absolutely, DRIVE is indeed available across all Pronnel pricing plans – FREE, BASIC, STANDARD, and PREMIUM. However, we've structured the storage allocations to align with the diverse needs of organizations while maintaining the integrity and security of your data.

Understanding the critical importance of cloud storage for version control, secure sharing, and data security, we've integrated best-in-class cloud storage facilities into Pronnel. These resources, while robust, come with associated costs. Thus, while we endeavor to offer DRIVE across all plans, providing unlimited storage isn't feasible.

Here's how the storage allocations break down:
- FREE Plan: Offers 25 MB storage capacity, providing a foundational level of storage for users just starting out with Pronnel.
- BASIC Plan: Provides 1GB of storage per user, monitored at the organization level. This ensures that teams have sufficient space to store essential files without compromising on performance or security.
- STANDARD Plan: Elevates the storage capacity to 5GB per user, again monitored at the organization level. This expanded capacity caters to the needs of growing teams and organizations with larger file storage requirements.
- PREMIUM Plan: Offers the most expansive storage capacity of 20GB per user, also monitored at the organization level. This tier is ideal for larger enterprises or teams with intensive file storage and sharing needs.

It's important to note that Pronnel calculates storage based on total file sizes, encompassing a variety of file types such as PDFs, videos, images, and documents. Notably, the content within Notes does not contribute to storage totals, ensuring that users can leverage the full potential of Pronnel's features without concern for storage limitations.

By offering DRIVE across all pricing plans, Pronnel remains committed to empowering teams of all sizes with the tools they need to collaborate effectively and drive business growth.

Rest assured, monitoring your cloud storage limits and safeguarding your data is a top priority at Pronnel. You'll receive timely notifications if you approach your storage limits, ensuring you have ample time to manage your files effectively.

Should you exceed your storage limits, there's no need to worry. We won't delete any of your files, even if you've reached capacity. Your data is safe, secure, and private, and we'll never access or delete it. Period.

Even if a user leaves your organization, their notes, tickets, and files will remain intact, marked as belonging to an inactive user. Your Organizational Admin retains full control to reassign these assets to other team members or themselves as needed, ensuring seamless continuity and collaboration within your team.

With Pronnel, your data is not only safe but also fully under your control. You can breathe easy knowing that your information is protected and will remain accessible for as long as you have an account with us.

In the unlikely event that you've surpassed the maximum storage capacity, we offer two strategies to address the situation:

Review and Delete: While you can manually review and delete old or unnecessary files or versions, we understand this can be time-consuming and may not always be worth the effort.

Add-On Storage: Alternatively, You can move to the next plan, Where storage increases per user wise. On the Premimum plan only, you get 20GB storage per user which is usually sufficient, in case you have crossed this limit also and your use cases are storage intensive, at the Premimum plan you can purchase additional storage from us. Simply reach out to our customer support via email and they will gladly assist you in enabling increased storage.

Whichever option you choose, know that we're fully committed to your success and are here to support you every step of the way.

Absolutely! If you're already subscribed to a cloud storage service like Google Cloud, Dropbox, or OneDrive, you can leverage your existing subscription within Pronnel. Simply paste your shareable links into Pronnel's Drive, configure sharing permissions, and you're all set. This way, you won't significantly increase your storage consumption on Pronnel's cloud storage and can seamlessly integrate your existing resources.

However, we encourage you to explore the benefits of migrating your storage to Pronnel. We offer competitively priced add-on storage solutions, enabling firms to centralize their file management and streamline usage. Take a look at our pricing page to discover the attractive options available for additional storage.

Sharing notes in Pronnel is straightforward and efficient. You can create personal notes and then choose to share them with specific team members, boards, or items. When a note is shared with a board, everyone with access to that board can view and collaborate on it. Similarly, item notes can be shared with those who have access to the specific item. This flexibility ensures that the right people have access to the relevant information, enhancing team collaboration and productivity.

If you leave an Internal Chat Channel, you will no longer have access to the conversations within that channel. However, the chat history remains available to other members, ensuring that valuable information is not lost.

Version control in Pronnel Drive ensures that you can keep track of all changes made to your files. Whenever a new version of a file is uploaded, the previous version is stored and can be retrieved if needed. This feature is crucial for maintaining an accurate record of document changes and ensuring that you can revert to earlier versions if necessary. Version control is available for both notes and files in Pronnel, providing comprehensive tracking of all your documents.

Integrating Google Drive or Microsoft OneDrive with Pronnel is a simple process. In the Drive section of Pronnel, you can connect your external cloud storage accounts. Once connected, you can link documents from Google Drive or OneDrive directly into Pronnel, making it easy to access and manage all your files from a single platform.

What Our Clients Say

Happy Client Review Ross
Ross

Sales & Marketing Manager in United Arab Emirates

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A positive experience. Very feature rich. Very adaptable and configurable. You won't feel "nickle-and-dimed" from the product as pretty much everything is included.

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Happy Client Review Faisal
Faisal

Business Development Head in United Arab Emirates

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Love the user interface and the straightforward navigation. Tailoring the CRM was effortless, thanks to the amazing customization options.

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Happy Client Review Serah
Serah

Executive Assistant in India

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Ease of use and efficiency with which I could see which all tasks have been done and what is yet to do

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