SageLink for OpenCRM - Sage Accounts 50
A true 'end to end' solution for Sage Accounts 50 users. Don't hide away that critical information share it with everyone that needs to get a clear overview of the financial position within your business. Make Sage information available through your web browser with SageLink for OpenCRM.
SageLink for OpenCRM is an addin software solution and is available for OpenCRM subscribers at an additional cost. For pricing information please enquire by Clicking Here.
Sales Orders or Invoices raised in OpenCRM are automatically pushed into Sage Accounts 50 ready for your financial controller to approve the figures before being posted to his ledgers.
Create new customers and product lines as part of this process. Existing customers have their balances amended when new Invoices are created in Sage.
Do you use Sage Accounts 50 for your financial management reporting? That's OK. Add payments to Sage and have these reflect the true status on the corresponding Invoice in OpenCRM, including status changes (Paid, Part Paid etc...) and outstanding balances.
Use the Products database within OpenCRM to manage your product information or if you need to use Sage's own, that's fine, we can update OpenCRM from within Sage, particularly useful if you are using Sage Accounts 50 Manufacturing.
Manage your Stock levels as part of the product sync and update. Want to see the detail information that is held in Sage, no problem, just go into a Company record in OpenCRM and select the Sage tab to show the same information that is live in Sage including the account overview information, customer default settings, credit control information, credit review details, sales and purchase detail and transaction activity information. All this and accessed from with a browser!
Follow your Sage credit control processes by limiting Sales Order creation in OpenCRM when customers are over their credit limit. Set warnings for users when the outstanding balance includes items that are overdue and outside of your trading terms. Set credit limits and have these reflected in the procedures that sales teams follow in OpenCRM.