Sage 100

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  • 1.  Sage 100 Customer Portal options

    Posted 07-05-2023 09:31

    Customer asking for a Customer Portal for Sage 100, but NOT  a web store.

    What are the options?



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 2.  RE: Sage 100 Customer Portal options

    Posted 07-05-2023 09:52

    CIMcloud - YouTube recording of June 2, 2023 webinar  - Integrated eCommerce for Sage 100 with CIMcloud 

    And when the customer says "we just want our customers to pay us online" then pretty much every payment processor offers their own flavor of what's commonly known as clicktopay.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 3.  RE: Sage 100 Customer Portal options

    Posted 07-05-2023 09:55
    Agree - and the customer portals - other than cimcloud - typically show open invoices and allow payment - don't believ they show open orders or paid invoices but not sure 

    Thank you,

    Douglas Luchansky
    ACI Consulting
    O 714.282.0378
    D 714.694.4194

    Sent from my iPhone




    Original Message


  • 4.  RE: Sage 100 Customer Portal options

    Posted 07-06-2023 11:56

    We have a couple of clients using the Customer Portal from CRM Together in conjunction with Sage CRM.  I know one of them doesn't use CRM for anything else too.  It does a bunch of things but the customer can choose which features they want to enable.

    https://crmtogether.com/products/customer-365/



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    Bernie Lehman
    Partner
    Lehman Wesley & Associates
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