Alerts and Workflow for Sage SageCRM

Sage KnowledgeSync for SageCRM monitors and responds to any critical business conditions such as:

Campaigns:	Whose budget or status has changed, starts or ends today
Support Cases:	high number of ‘critical’, waitlisted, priority or status has changed
Leads:	hot new lead alert, unassigned, awaiting reply from client
Sales :	due to close, forecast changed, overdue for closing, moved to next stage

When such conditions occur, Sage KnowledgeSync sends alerts (email, fax, pager, cell phone, dashboard, & screen pop), it generates and delivers forms, documents, and reports (such as invoices, POs, and credit reports), and it updates SageCRM (and related applications) with the details of what happened.

Sage KnowledgeSync is available in both a Professional and an Enterprise Edition; details on the features of both are provided in the links to the right, as is a price list on all licensing options.

For a free trial of either Edition today, click on the "Download" links to the right. Collections of pre-configured alert events for Sage Software applications are included (at no additional cost) with your download. If you have any questions while evaluating the software, please click on the Support link at the top of this page.

Events for SageCRM Screenshot

List of Pre-Configured Business Conditions

For more information or to purchase Sage KnowledgeSync please contact your Sage Business Partner or call (508) 696-6495.