Tairox CRM

General Features

Track opportunities and create dozens of Excel charts to assess future sales and past performance.
Track prospect companies and promote to Sage 300 A/R customers when sales close.
Track contacts and link to their Facebook, LinkedIn, Twitter or other social media pages.
Track communications with contacts. Group contacts. Send bulk email to MailChimp and Swiftpage.
See every change to every entity. Know who has made each change, and when.
A key design goal: The information you want to see is always one click away.
Attach network documents, internet documents and URLs to any entity. Launch with one click.
See lightning-fast customer aging on-screen, with both customer and document views.
Create collection, support and other cases and manage by revisit date, priority and severity.
View cases and opportunities on a date-centric dashboard, by day, week or month.
Attach notes to cases, companies, contacts and opportunities.
Send statements, letters, and invoices to multiple contacts per customer, and store all emails.
Resend A/R and O/E invoices, etc. to multiple contacts, keeping a perfect email record.

How Tairox CRM Relates to Sage 300

Promote prospects to A/R with no data loss or truncation. Data is field-level compatible with A/R.
Display the sales pipeline in source currency or functional currency using Sage 300 exchange rates.
Display charts in fiscal periods or fiscal quarters as well as by week or month.
Assign salespeople to multiple Sage 300 customer territories.
Link quotes and orders created with Sage 300 Order Entry to opportunities.
Launch the order entry window directly from CRM to create a new quote or order.
Age customers using the same calculations as Sage 300 A/R, and create cases on the spot.
Use Optional Fields to extend functionality like any other Sage 300 module.
DBDump and DBLoad all data just like any other Sage 300 SDK module.
Use Sage 300 LanPaks for multiuser licensing scheme.
CRM screens behave as any Sage 300 user would expect.

Additional Resources