Elevating Sage CRM Library Management
Vault revolutionizes the standard document management within Sage CRM, making it more intuitive, efficient, and user-friendly.
Easy Drag-and-Drop File Upload
Intuitive file uploading using drag-and-drop functionality. Streamlined process for adding multiple files in one go.
List View and Gallery/Thumbnail View
Flexibility to switch between list view and visually appealing gallery/thumbnail view. Enhanced document browsing for varying user preferences.
PDF Preview and Video Player
Instant PDF document preview without downloading. In-built video player for seamless playback of video content
Document Access Timeline
Insightful timeline tracking document usage, edits, and collaborations. Visualize the document's journey from creation to current state
Benefits for Users
Efficiency and Time Savings: Reduced manual efforts in tagging and categorization. Faster document search and retrieval, leading to increased productivity. Enhanced Collaboration: Streamlined version control and real-time collaboration. Improved team communication and seamless information sharing. User-Friendly Interface: Intuitive design that seamlessly integrates with the familiar Sage CRM interface. Shortened learning curve for both new and existing users.
Quick File Sharing via Email
Swift sharing via email as attachments or secure links. Facilitates efficient collaboration and communication.
In-Place Editing of Library Records
Edit document metadata and details directly within Vault's interface. Saves time by eliminating the need to navigate to separate screens.
Integration
Vault seamlessly integrates with Sage CRM's Documents tab. No need for extensive training or complex setup. Implementation Process: Quick installation with minimal disruption. Smooth migration of existing documents into Vault's enhanced framework. By addressing pain points and providing innovative features, Vault empowers users to work smarter and more efficiently.
Ready for Smarter Document Handling? Try Vault!
Vault is the ultimate solution to elevate Sage CRM's library management capabilities