Our Google Drive integration creates a seamless document ecosystem that intelligently connects your file storage with Splendid CRM workflows, ensuring every document is properly organised, accessible, and compliant.
Smart Document Organisation
Transform chaotic file storage into an organised, CRM-driven system. Documents automatically sort into folders mapped to specific deals and contacts, making it effortless to find exactly what you need when you need it.
Collaborative Workflows
Enable seamless collaboration between clients, lenders, and team members. Share documents securely while maintaining complete control over access permissions and edit capabilities, ensuring sensitive financial information stays protected.
Automated Document Mapping
Every document uploaded or shared automatically links to relevant Splendid CRM records. Loan applications connect to deals, client statements link to contacts, and lender communications organise by relationships, creating compliance-ready document trails.
Compliance-Ready Document Management
Support regulatory requirements with automated document retention and audit trails. Track document versions, access history, and sharing activities to maintain comprehensive documentation that supports financial services compliance.
Real-Time Synchronisation
Keep your Splendid CRM and Google Drive perfectly synchronised. Changes, additions, and sharing activities in either platform instantly reflect in both systems, ensuring your team always works with the most current information.
Secure Client Portals
Create secure document sharing portals for clients, allowing them to upload required documents directly into deal-specific folders while maintaining complete security and audit trail requirements.