TaiRox CRM and Collections for Sage 300

TaiRox CRM and Collections is an easy-to-use and value-priced CRM designed exclusively for Sage 300. It adds a full featured CRM to Sage 300, and provides a fully integrated Collections module that makes Sage 300 work better for you.

• CRM’s Collections module lets you email payment due alerts to customers, track cases, overdue invoices, promised payments and disputed invoices, send stage-specific payment reminders to customers, automatically generate phone call tasks for following up on overdue accounts, and email accounting documents to multiple contacts.
• CRM’s Sales features include contact management, opportunity and task management, bulk email management, sales and pipeline reports, and task-oriented dashboards and calendars.

CRM also updates users’ calendars with assigned opportunities, cases, and tasks.