Sage CRM for Professional Services

Manages Tasks, Timesheets & Invoicing with Sage CRM

The CRM Project Manager takes all the main concepts of Project and Time Management and delivers a pragmatic and highly effective management tool which is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so that it leverages all the benefits of CRM including designs of user interface, searching, reporting and document management.

What’s New?

  • Fully Compatible with Sage CRM 7.2
  • Multi Browser Compatible (Internet Explorer, Google Chrome, Mozilla Firefox and Safari)
  • Gantt Chart feature rich

Other Features

  • German and French Market Support
  • Milestone Check – Dynamic re-ordering of tasks and their due dates
  • Milestone Check – Checked tasks can be deleted or set to complete using the ‘Delete selected tasks’ and ‘Complete Selected Tasks’ buttons
  • Integration with the improved chart technology introduced in Sage CRM 7.1.
  • ACCPAC Integration enabled
  • Rich text editor for Task Details
  • Web Portal and Self Service enabled
  • Web Portal Configuration Screen
  • Milestone checking and predecessor tasks
  • Copy Project
  • Copy Task in a project
  • Tasks have due date and due time
  • Task notification
  • Workflow enabled projects
  • Copy Task in a project
  • New project analysis
  • New reports
  • Communication and Library available to Projects
  • Company tab now have a Project tab.

CRM Contract Manager

Gain full control over contract lifecycles with Sage CRM

The CRM Contract Manager will enable you to optimize the lifetime value of your business relationships by centralizing, standardizing and systemizing the entire contract lifecycle, from creation through expiration or renewal. Creates any number of customized documents based on your contract information.

What’s New?

  • German & French Market Support
  • Mail Merge Improvements – Mail Merge engine no longer requires MS Office automation on the server (improved performance, 64-bit support)
  • Integration with the improved chart technology introduced in Sage CRM 7.1

Other Features

  • Document Management Functionality
  • Notification & Alerts
  • Contract Template Library
  • Contract Viewer
  • Security & Permissions
  • Dashboards
  • Reports