Keep Documents and Business History Close to the Record
Eliminate fragmentation. Store documents and activity history directly inside company, contact, lead and deal records.
Integrated Document Storage
Attach, view, and organize files in any customer record.
- Metadata Logging: Record filenames, file sizes, upload timestamps, and who uploaded them.
- Activity History: Track record creation, status updates, assignments, and notes on each record.
Documents Attached to the Record They Concern
A document in a shared drive folder is technically stored and practically lost, because nothing connects it to the relationship it belongs to. Files in Relecca attach across supported records.
- Attach files to companies, contacts, leads and deals.
- File name, size and upload date recorded.
- The uploading user tracked alongside the document.
- Documents available to whoever inherits the account.
A Chronological Record of What Changed
Current state is only half of a record. Without knowing how it reached that state, teams second-guess the data and revert to personal notes and side conversations.
- Record creation, status updates and reassignments logged.
- Every note and update preserved in order, never replaced in place.
- Who changed what, and when.
- Notes with filters, so the history stays readable.
Why Activity History Earns Its Keep
Activity history feels like overhead right up to the moment it does not: a disputed commitment, a handover, a question about why an account was closed. It is also what makes a customer view trustworthy rather than merely tidy.
- Handovers that survive someone leaving the business.
- Evidence when a customer query concerns what was agreed.
- Visibility of accounts that have quietly gone untouched.
- Context for anyone opening a record for the first time.
Ready to configure Files & Activity History?
Get started in minutes. Import your Excel spreadsheets or invite your team.
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Thursday, August 27, 2026