Integrating Sage CRM with Mobile Device Features

Less than one minute read time.

This session examines how Sage CRM can integrate with built-in mobile features to enhance productivity. Key topics include:

  • Using click-to-call, SMS, and email integration to improve communication.
  • Capturing geolocation data to enhance record-keeping and reporting.
  • Handling email filing via the Advanced Mail Manager and drag-and-drop features.
  • The challenges of logging SMS and WhatsApp messages due to system limitations.