Customer Relationship Management (CRM)

Introduction

With Sage 300 ERP, automate your business processes to synchronize sales, marketing, and customer care activities across your organization and take advantage of complete business and customer perspectives. Confidently manage relationships while you focus on driving revenue through targeted campaigns, informed up-sell and cross-sell opportunities, and improved customer nurturing.

Customer Relationship Management Modules:

Sage CRM

The leading supplier of business management solutions to small and medium businesses, Sage has over 6 million customers worldwide. More than 12,000 organizations in 70 countries use our award winning Sage CRM software to manage their critical sales, marketing and customer service activities every day. With a choice of editions, and deployment options, Sage CRM has a solution that can meet the individual needs of your business and accelerate your business growth, starting right now.

Sage300

Function and Feauture

  • General ledger distribution by department
  • AR Collections Dashboard
  • Budgeting, payroll and general ledger
  • Accrued payables/account for variances
  • Inventory accounting
  • Bank reconciliation
  • Cash flow projection
  • Aging analysis of receivables & payables
  • Repeat payables
  • Calculate terms discounts in cash receipts
  • AP Aging Dashboard
  • Quick generation of check
  • Repeat and reverse journal entries
  • Collection tracking
  • Direct deposit
  • Integrated with Shop Management Solutions
  • Commissions
  • Export data to excel
  • Multiple years of financial records
  • Post to prior years and periods
  • Provide a standard balance sheet and income statement
  • Ability to create/customize financial statements
  • Vacation and sick time accruals by company or employee
  • Drill down into data
  • Integrated with Shop Floor Data Collection
  • Calculate monthly depreciation