For Longevity Inc.  a customized SugarCRM was proposed and built that integrates with their Magento based website and offers extensive lead and order managment with reporting.

Future Enhancement

  • Customized processes for increasing productivity
  • Customized Dashboard for enhanced reporting

Main Features

  • Round Robin Lead Assignment
  • Roles and Security update to manage internal and external sales representative
  • Email Sync with Gmail
  • Integration with Magento for customer and order detail sync
  • Lead generation from webiste
  • Extensive Reporting on user activity and sales
  • Mass Call Logging
  • Email Notifications