Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 7 months ago

CozyCloud ? "Bills, online purchases, phone, electricity, bank statements, health reinbursments, pay slips... Gather all your data stored by third party services without effort!" (Selfhost doc). Source: almost 2 years ago

As far as alternatives go there is cozy cloud, which tbh I never tried, but it seems a lot more limited. Source: about 2 years ago

I use Cozy Drive. It's open source. You can pick a folder in your pc, and it syncs it to the cloud. You can still open in offline. They have 5gb free version, which I use, because I need it only for documents and photos. Android app is good too, and you can automatically sync your photos. Source: over 2 years ago

However, it really depends on one needs and usage. For example, tags might be a more flexible way to organize the passwords than folders, I agree with that. Searching in Bitwarden is reasonably good, which makes folders or tags a lot less relevant. The limited number of item types is not limited for my use, as I rarely use Bitwarden for anything else than managing passwords. Autofill never bothered me, personally.... Source: almost 3 years ago

If you want more of a web-based file sharing solution, you can try out more professionally made open source file sharing services like Syncthing, YouTransfer, or Cozy. The advantage of web-based solutions is that you can use them with your smartphone as well, which is very convenient. Source: about 3 years ago