1
Open the record
Start from the customer or lead profile so all activity, notes, and status details are in one place.
All features
Feature guide
Use i-Drive with confidence
A complete drive for staff and customers, like Google Drive: folders and files, sharing with people, roles and stores, share links, previews, Office editing with OnlyOffice, email in and out, and an AI search. Files are kept on this server, on S3 or any S3-compatible storage.
How to use i-Drive
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Update the important fields
Set the current stage, status, source, owner, and any details your team uses to decide what happens next.
3
Add context
Record notes, tasks, documents, or activity so another team member can understand the situation quickly.
4
Follow up with confidence
Use the updated record to send the next message, schedule the next action, or close the loop.
Where it helps
i-Drive helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use i-Drive?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.