Customer Relationship Management for Small to Mid-Sized Businesses
SAGE 100c – ERP
Follow the life cycle of a Customer from Lead to Prospect to Customer. Easily convert new customers from Sage CRM into Sage 100c which greatly reduces duplicate data input and provides Lead conversion reporting.
View Year to Date and Prior Year To Date Sales. Track which customers are doing well and which are not.
View Item Sales History by Customer or over your entire Customer database.
View Ship-To Sales History
SAGE 300c – ERP
Follow the life cycle of a Customer from Lead to Prospect to Customer. Easily convert new customers from Sage CRM into Sage 300c which greatly reduces duplicate data input and provides Lead conversion reporting.
View Year to Date and Prior Year To Date Sales. Track which customers are doing well and which are not.
View Item Sales History by Customer or over your entire Customer database.
View Ship-To Sales History
SAGE 100 Contractor
Construction and Real Estate for Small toMid-Sized Businesses
SAGE 300 CRE
Construction and Real Estate for Larger Businesses
Follow the life cycle of a Customer from Lead to Prospect to Customer. Easily convert new customers from Sage CRM into Sage 300 CRE which greatly reduces duplicate data input and provides Lead conversion reporting.
Create Jobs and Service Management workorders directly from Sage CRM
View Job Progress reports without going into Sage 300 CRE
View Job History by Customer or over your entire Customer database.
