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Integrating CRM with Sage Accounts & Finance applications
Through Greytrix technology, extended integration links provide two-way synchronisation between Sage CRM and Sage 50, Sage MMS or Sage Line 500 to access complete contact and financial relationship information in one interface.
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Create dynamic links between CRM and Sage accounting so changes to a company or person in one system will immediately be applied to the other.
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View all open and posted invoices in Sage 50, MMS or Line 500 for each customer from Sage CRM. Filter displays to check paid and pending invoice to see the financial information you need.
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See customer order and invoice information generated in Sage 50, MMS or Line 500 in Sage CRM. View the headline figures and drill down to see each line item.
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Add customers in Sage 50, MMS or Line 500 from Sage CRM information. Customer contact information in CRM is replicated in the Sage accounts database thereby saving time whenever a new record needs to be added.
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Generate orders for customers in Sage 50, MMS or Line 500 from Sage CRM. Both systems are updated without the need to manually enter the same information in Sage accounts.
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Integrate CRM with an external product catalogue and price lice for accurate quotations and order forms.
Improve information flow with real time integration between front and back-office systems
Sage CRM is built to integrate with other applications and databases you use to run your business. With two-way, real time integration, all users have access to up to date information within a single application. Sage CRM open architecture provides integration capability with Oracle and ODBC data sources including Foxpro and Microsoft Access.
Website integration
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Automatically create new contacts in Sage CRM using data captured in forms posted from your website.
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Offer customers access to their own password controlled web-portal which they can use at any time to make service requests, log questions, check a query status and interact with your organisation.
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