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The Sage 100 CRM (Greytrix version) is releasing a slew of new features this month.

  • 1.  The Sage 100 CRM (Greytrix version) is releasing a slew of new features this month.

    Posted 07-24-2020 13:22

    The Sage 100 CRM (Greytrix version) is releasing a slew of new features this month.  The highlights include:

    • Graphic representation of orders (image below)
    • Ability to look up Inventory from CRM, and drill into the item to see (1) which Orders the item appears on, and (2) which customers have purchased the item (and at what price)
    • New Rapid Line Entry feature for adding items to a Sage CRM Quote/Order more quickly.

     Please watch this 2-minute video summary of these enhancements.

    An overview of these features (and the entire system) will be provided during the July 28th event at 12:30 CST.  If you haven't already, click here (link) to register.

    New feature to view buying trends within CRM

     



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    Dan Cousins 416.233.3188
    My CRM Manager
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