Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine.
- When an opportunity is reassigned to a new representative, an email can let them know.
- You can automatically notify your customers of the status of their customer service issue.
- Notify an account manager if/when one of their accounts logs a job or service ticket.