Vault – a Sage CRM Library Manager

Introducing Vault: Elevating Sage CRM Document Management

Vault revolutionizes the standard document management within Sage CRM, making it more intuitive, efficient, and user-friendly.

Key Features of Vault

  • 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 Usage Timeline:
    • Insightful timeline tracking document usage, edits, and collaborations.
    • Visualize the document’s journey from creation to current state.
  • Quick File Sharing via Email:
    • Swift sharing via email as attachments or secure links.
    • Facilitates efficient collaboration and communication.
  • n-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.

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.

Seamless Integration and Implementation

  • 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.

Pricing and Licensing

  • Flexible Pricing Plans:
    • Tailored pricing options to suit organizations of all sizes.

Vault is the ultimate solution to elevate Sage CRM’s document management capabilities.

By addressing pain points and providing innovative features, Vault empowers users to work smarter and more efficiently.

For more information contact us