Free trial

Unified client timeline

Secure & audit-ready

FASTER CLIENT COMMS & WORK MANAGEMENT - GUARANTEED!

FILESIT saves hours by filing 365 emails and WhatsApp messages for you automatically 24x7 into one secure client history. Clean up your inboxes, get up-to-date contact history fast. No lost emails. No clumsy rules to maintain. No frustrating searching.

Use departmental views for uncluttered screens and instant access to avoid chaos and confusion

Speed up work and project management so your team knows every deadline, every conversation, every important file

Get emails drafted by AI in seconds for intelligent replies and fewer typing errors

Use a virtual assistant to ease workloads, avoid hiring extra staff, and minimise human error

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FILESIT: CRM AND MUCH MORE IN ONE EASY AFFORDABLE CLOUD SYSTEM

Pricing

£12.50

/ user / month

(+VAT)

Includes 50GB storage / user

Shared team visibility

Audit-ready client timeline

Start free trial

Set up in minutes. Keep Outlook 365 exactly as it is.

Everything centralised. Nothing lost.

Emails, WhatsApp, SMS, documents, actions, and workflows - stored against the right client record for fast retrieval and consistent responses.

Features built for busy teams

Turn client communication into structured, searchable intelligence across email, messaging, documents, and workflows.

Automated Outlook 365 Email Filing

Build a shared client timeline with every inbound and outbound email automatically stored.

WhatsApp Tracking

Log WhatsApp messages into the client timeline for consistent, controlled oversight.

SMS Messaging (Webex)

Centralise SMS communication and keep messages visible against the right client record.

ClientHub

Send, track, and store signed documents with status history and an audit trail.

Accounting Integrations

Connect Xero, Sage, and QuickBooks to keep client records aligned and reduce admin.

Smart Actions & Reminders

Never miss a deadline or follow-up with structured tasks tied to client activity.

AI Assistant & Replies

Get context-aware suggestions and drafted communications from client history.

Departments & Access Control

Keep teams focused with departmental views and structured ownership.

See FilesIT in action

A quick walkthrough of automated filing and the client timeline view.

Watch on YouTube

Start with email. Unify everything else.

FilesIT captures Outlook 365 emails into a clean client timeline, then unifies WhatsApp, SMS, documents, accounting contacts, actions, and AI workflows so nothing is siloed.

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Included in your trial

Automatic Outlook 365 email filing

WhatsApp and SMS captured to the client timeline

Document handling and signing workflows

Tasks, reminders, and AI workflows

50GB storage per user

Contact us

Send a message to info@filesit.com

FILESIT is written and supported by Logical Office Ltd | Registered in the UK Company Number 0353573

VAT Registration Number GB740019765 | FILESIT is a registered Trade Mark.

info@filesit.com | +44 20 7482 7077

FASTER CLIENT COMMS & WORK MANAGEMENT.css-fzc344{color:#AF3071;} - GUARANTEED!