BlueLine specializes in implementing and designing robust commercial and open-source ERP and CRM applications.

Depending on your needs BlueLine can utilize open-source platforms such a SugarCRM, vTiger as well as commercial applications such as Microsoft Dynamics. Custom applications written from the ground-up is also within our skill-set.

For customers with existing platforms that wish to integrate these platforms into third-party platforms (such as ecomerce systems) BlueLine has deep experience with many successful integrations with past and present clients.

Typically we research the business process/model and then work with your existing vendor (if applicable) to develop the correct API's to interconnect the system. Thus, we can provide real-time integration with numerous disperate systems, creating efficiencies within the organization.

Some of the CRM features include the following:

Sales Force Automation
• Leads
• Contacts
• Opportunities
• Accounts
• Activities
• Documents
• Sales forecasting
• Contracts
• Product catalog
• Quotes
Marketing Automation
• Campaigns
• Email marketing
• Online lead capture
• Web-to-Lead forms
• List management
• Newsletter management
• Campaign dashboard
• Marketing reports
Customer Support
• Case management
• Bug tracking
• Email management
• Case escalation and
queuing
• Knowledgebase
• Advanced case escalation
and notification
• Customer self-service portal
Reporting
• Sales pipeline dashboard
• Lead source dashboard
• Monthly pipeline by
outcome dashboard
• Opportunities by lead
source dashboard
• Customizable dashboards
• Custom reports
• Multiple dashboards on
homepage
• Advanced reports
• Advanced charts
• SQL reporting
Collaboration
• Activity management
• Document management
• Shared calendar
• Employee directory
• Project management
• Ajax email client
• Sugar Plug-in for
Microsoft Outlook
• Sugar Plug-in for
Microsoft Word
• Advanced project
management (Gantt Charts
and Grids)
• Reminders and alerts
• Team notices
• Dynamic teams
Mobile
• Wireless edition
• PDA edition
• Customized mobile views
• Offline client synchronization

Customization
• Module builder
• Custom fields
• Custom objects
• Custom modules
• Custom record types
• Drag-and-drop custom
layouts
• Configure tabs
• Assignment notification
• Workflow automation rules
Migration
• Data import and exports
• Import de-duplication
• Upgrade wizard
• Data quality controls
Integration
• Custom links
• Web-services API
• Sugar Feeds Dashlets
• Cloud Connectors
• My Portal Dashlet
• Module Loader
• Cloud Connectors

Data Merge
• Oracle support
Security
• Access control by user role
• Access control by team
• Field-level security
• Module Administration
• Advanced password
management