It allows communications to be recorded and tracked in Sage CRM at the business development stage and then, once a project contract has been agreed, it automatically converts the business opportunity to a live project in Coretime. Communications would continue to be tracked in Sage CRM but will alsobe available to view from within the Coretime project record.
In addition to communications tracking, Sage CRM gives users the ability to store related emails and documents alongside records of customer communications. This capability makes Sage CRM a very user-friendly and practical solution for managing project documentation which is more suited to the needs of professional services businesses than other more complex and costly systems.
Subscription prices per user for the Sage CRM solution make this a very affordable and scalable option for small to medium-sized businesses.