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Reduce CRM Storage Expenses With Smarter Document Management

Updated: 3 days ago




Smarter Document Management
Smarter Document Management

CRM systems are the backbone of customer management, but many companies overlook a major hidden cost: storage. Bulky attachments, duplicate data, and unorganized files can create inefficiencies in storage management, quietly inflating CRM storage expenses, and draining your budget. 

The good news? With smarter document management strategies, you can regain control, reduce costs, and make your CRM storage work efficiently for your business. 

The Hidden Costs of CRM Storage 

CRM storage expenses often increase over time due to underlying issues that many organizations overlook. 

  • Unorganized Storage:  In many CRMs, attachments are not stored in a proper structure, leading to duplicate files and repeated document uploads. 

  • Difficulty Tracking Duplicate documents :  Without proper versioning, duplicate files, documents are hard to identify and manage. 

  • Unoptimized Document Practices:  Temporary files and large Documents often remain in the system long after they are needed. 

These hidden costs not only impact budgets but can also affect team efficiency, and overall user experience. 

CRM Storage Costs Across Popular Platforms 

To understand the impact more clearly, here’s how different CRM platforms structure their storage limits and pricing:    

Platform 

Base plan included Storage   

Additional storage / Cost  

Salesforce (Source)

1 GB/org 

1GB/ $5/Month 

Zoho CRM (Source

1 GB /org 

1 GB/ ~$0.6 /Month 

Monday CRM (Source)  

5 GB / org  

20 GB/ $17 /Month   

This shows how quickly storage costs can escalate once your CRM begins to accumulate files. As usage grows, companies often end up paying much more than expected.

Strategies to Reduce CRM Storage Costs  

Reducing CRM storage expenses doesn’t require sacrificing important data. Some effective strategies include: 

  • Organized Folder Structure:  Maintain a proper folder hierarchy to easily track files and their associations, making it simpler to manage and analyze stored documents. 

  • Integrating with Affordable Storage:  Store data securely on cost-effective storage solutions that are easily accessible.  

  • Versioning:  Implement version control to track duplicates and old files efficiently, reducing unnecessary storage usage. 

Implementing these strategies helps control CRM storage costs while improving overall document and file management. 

How docuWeaver Helps You Manage CRM Storage 

To help companies choose the most cost-effective option, here’s a quick comparison of popular cloud storage providers and their approximate pricing. These platforms offer significantly lower storage costs compared to CRM-native storage, making them ideal for document management      

Provider 

Cost per GB/Mo (Standard) 

Amazon S3 cloudchipr+1  

$0.023 

Azure Blob finout  

$0.0184 

Google Cloud finout+1  

$0.020–$0.023 

SharePoint backblaze  

$0.20

With docuWeaver, all documents and files can be stored on cloud storage and accessed directly within the CRM interface. Ensuring a smooth user experience while drastically reducing storage expenses. 

Advanced document management Features of docuWeaver  

Beyond cloud storage integration, docuWeaver offers several powerful features that enhance your overall document management experience. 

Intuitive Folder Structure:   docuWeaver provides a clean, easy-to-navigate folder hierarchy, making it simple for users to organize documents, maintain structure, and quickly locate files. 

File Versioning:   Every time a document is updated, docuWeaver maintains versions so teams can avoid duplicate uploads, and restore older versions when needed. 

Bulk Uploads:   Upload multiple documents in one action, reducing manual effort and saving significant time for teams handling large volumes of files. 

Advanced Search:   Quickly search by file name even file content (if supported by your cloud storage provider), ensuring you find the exact document you need within seconds. 


Together, these features make document management efficient , secure , more affordable for organizations of all sizes. 

Conclusion: 

Overpaying for CRM storage is a common but highly avoidable problem. With smarter document management practices and the right tools in place, companies can significantly reduce costs, improve CRM storage and maintain clean, well-organized data.  


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