Features and Benefits
Vtiger
Sage
Marketing
4 easy steps to target, create, and send important emails
Pre-designed email templates that cover all communication needs
Project Management
Creates projects associated with customers or support cases.
Set Project indicators and allocate duties to users or groups.
Plan, execute, and Email measure the success of projects
Clone campaigns
Create new campaigns with ease
Customer Portal
Allows the professionalization of the client experience by providing client with access to a custom-made customer portal
Exceptional browsing experience with cross-browser compatibility
Calendar and Task Management
Create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records.
Calendar visibility between employees and managers
Configure event alerts
Create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records.
Calendar visibility between employees and managers
Configure event alerts
Reporting
Pull information from all fields and records
Segment data using filters
Export data via CSV or XLS
Marketing analytics and reporting
Accounts Payable
Create invoices, quotes, and orders
Document File Management
Store and organize files
Associate files with projects
Distribute files directly via email
Store and organize files
Associate files with projects
Distribute files directly via email
Team Access & Control
Control structural chain of command and team structures
Allow administrators to see staff calendars and regulate who has access to various CRM areas
See, revise, and remove records
Control structural chain of command and team structures
Allow administrators to see staff calendars and regulate who has access to various CRM areas
See, revise, and remove records
Inventory Management
Organize and keep track of merchandise measurements, services, allowing pricing for different