Google Docs Cataloging

What it does: Link Google Drive documents to CRM records (customers, deals, contracts). Zyrix indexes document content for search. Never lose track of which Drive folder has the MSA for which client.

Key Benefits

• Organized document chaos: Drive stays organized through CRM context
• Searchable: Find "pricing proposal for Alpha Corp" across all docs
• Team handoffs smooth: New team members see linked docs in context
• Weekly re-indexing: Catches document updates