CRM for Service Providers

Function : CRM | ERP : Sage 300, Sage CRM | MODULE : AR, IC, OE | INDUSTRY : Service Providers

With CRM for Service Providers, users can track opportunities, jobs, tasks, and resources to improve workflow and efficiency. Help your service team improve customer service and response time by sending live updates via mobile devices.

Features & Benefits

Eliminate Manual Entry: Access data with embedded Google map in real-time from a centralized source. 

Automate Workflow: Track leads, sales opportunities, and cases with custom workflow and scheduler. 

Reduce Quotation Fulfillment Time: Integrate with Accounts Receivable and Order Entry.