Sagitta Features

As reported in 18 Sagitta reviews. Tracking and reporting various financials

Based on 17 Sagitta reviews. Storing and organizing client contact information

As reported in 21 Sagitta reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Based on 13 Sagitta reviews. Organizing sales representatives' pipelines and tracking the sales process

Based on 20 Sagitta reviews. Compiling visual representations of various types of data

Processing credit card and bank payments This feature was mentioned in 15 Sagitta reviews.

Based on 16 Sagitta reviews. Accessing and sending emails via the platform

As reported in 16 Sagitta reviews. Assigning tasks to employees in order to organize and track productivity

Organizing and processing customers' insurance claims This feature was mentioned in 13 Sagitta reviews.

Maintaining policy and customer information 21 reviewers of Sagitta have provided feedback on this feature.

Creating and organizing insurance invoices and payment receipts 23 reviewers of Sagitta have provided feedback on this feature.

As reported in 12 Sagitta reviews. Sending electronic documents to clients to sign and return electronically