This solution allows you to set up an organization which targets your clients and prospective clients. Everything is centralized, traced, and qualified. The integration of an organization’s CRM and Document Management System enables new levels of customer responsiveness and sales process efficiency.
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A stable, commercial product with updates that will follow both KnowledgeTree and SugarCRM major releases
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Documents and folders in the KnowledgeTree repository can be browsed and retrieved from within SugarCRM and attached to all of the main modules within the CRM, including leads, opportunities, contacts and accounts.
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Manage the life cycle and workflows of documents from within SugarCRM
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Works with all modules created in module builder
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SugarCRM global search engine becomes very powerful by integrating all the documents from KnowledgeTree in its results page.
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