Storage usage within your CRM account

In OnePageCRM, you can store files on your Documents page for easy access and also attach files to Notes, Calls, Meetings, Emails, and Deals.


In this article:

How to check your storage usage How to free up storage space?
How much Storage do I have? How to use less CRM storage?


How to check your storage usage

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1
Go to MoreDocuments.

More | Dashboard


2
At the top, view your storage usage.

  • Total storage used
  • Number of docs and attachments in account

  • 💡 The maximum size of attachments is 10MB per attachment.



    How much Storage do I have?

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    Max: 30GB/user

    Business: 20GB/user

    Professional: 10GB/user

    Legacy: 2GB/user


    Each user receives a set amount of storage based on your plan. Your total account storage is calculated by multiplying this amount by the number of users.

    Adding or removing users will increase or decrease your total storage allowance accordingly.


    👉 For example:

    • Professional: 10 GB per user → 4 users = 40 GB total
    • Business: 20 GB per user → 10 users = 200 GB total


    How to free up storage space?

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    If you reach your storage limit, you’ll see an error when attaching files.

    To free up space, delete attachments from Emails, Notes, Calls, Meetings, or Deals.

    Contact | Timeline | Delete attachment



    How to use less CRM storage

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    If you store lots of attachments in OnePageCRM, you can save space by using our integrations with Dropbox or Google Drive.

    Files stored this way stay in Dropbox or Google Drive. A link to the file is added to the Notes section, so you can access it without using your CRM storage allowance.

    For email attachments, consider sharing a link instead.

    👉 For example, share a company brochure via a link to your website rather than attaching the file. This also gives recipients the chance to explore your other products or services.

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