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02 February 2009


Nicolas Cary

Permission structures can be confusing and complex. Creating a user-team reflective of your company's reporting structure will help you get the most of your CRM. Stop by PipelineDeals to learn how to use our roles. We keep it simple. Execs see everything across the sales pipeline, managers can own a team of users, and basics only see their own contacts and deals.

This simple hierarchy helps companies get organized around their sales reporting and is reflected across the applicaiton.




You understand what I'm talking about. Nice plug about your product :). For a starter CRM I'm partial to vTiger which you can run for under $100 per year unlimited users.

Nick Johnson

I`d like to know the difference between vTiger and the SaaS I`m using currently: kpi.com
Let me provide you with some information about this software:
It`s a Simple ERP-Solution that is all-in-one. Business tools include Project Management, CRM, Accounting, Payroll, HR Management, Document Management, Task Management, Online Calendar so on and so forth.

It offers free trial package. How about vTiger? Is there a demo or free trial?

Thank you,

Nick Johnson

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