Sage CRM Project Hierarchy

This Project Hierarchy customization for Sage CRM is a relationship management solution for stakeholders involved in projects, helping them to communicate; track new or existing opportunities; attach specifications, quotations and diagrams; define conditional workflows; handle customer service cases; and organize marketing campaigns.

The Project Hierarchy Module introduces a functional layer in Sage CRM that is used, among others, to define projects. Projects in their turn can be divided into a number of Sub-Projects. Projects are created in Sage CRM as a set of new entities, similar to standard entities like Opportunities or Cases. CRM Companies are created and assigned to Projects and Sub-Projects as required. Subsequently, CRM Opportunities and Activities (i.e. tasks and appointments) entered in CRM under such Companies are automatically related to Projects and Sub-Projects. Moreover, transactions entered and maintained under Sub-Projects are related to Projects and Sub-Projects in the hierarchy. The Project Hierarchy Module is a Sage CRM based solution, fully integrating with its functionality and supporting its native transactions.