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Products |Customizations |Services |Videos |Partners |About |Contact |TCP Dispatch
TaiRox Software |Partners |About |Contact
Products |TCP Dispatch |Services |Videos
Downloads
User Guide
Product Distribution File
Release Notes
Demonstration Guide
Application Suite
Automate G/L Consolidation
Download Rates
Productivity Tools
Productivity Tools cloud
SOX Check Approval
SOX User Management
TaiRox CRM
Data Management Suite
Copy Company
Create Company
Fast Clear History
Fast Data Integrity
Fast DB Tools
Optional Field Manager
SOX Backup Enterprise
SOX Backup Express
Specialized Programs
Automate Recurring Entries
Fast Duplicates Check
SOX Second Sight
Tax Converter
For Dealers Only
Fast Units of Measure Tool
G/L Account Repair
Restore G/L History
Install Check
TaiRox CRM
Available for $1,795 + $360 per year, TaiRox CRM provides collections and sales features integrated into the Sage 300 desktop and stored in a Sage 300 company database. Identify and manage overdue payments quickly. Turn prospects and opportunities into customers, quotes and orders. Manage customer interactions from a dashboard.
Download All The Essentials: PDF Handout (key info and video links in one file)
Watch: February 2020 Collections Webinar (better cash flow & fewer bad debts)
*New* Drag and drop file onto companies, opportunities and cases!
"The TaiRox team continues to knock it out of the park by developing great new products that enhance the performance and functionality of Sage 300. Our customers who have TaiRox products installed love them!" Kelly Hummel, Net@Work.
More Technical Details:
Implementation Guide. A step-by-step method for CRM implementation.
CRM Object Model. A resource for programmers and report writers.
Compare TaiRox CRM and Sage CRM. Evaluate which product is right for you.
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Find it Fast with TaiRox CRM
•  CRM Searches like an internet search engine using optimized database queries. Everything you want to see is one click away. Watch: https://youtu.be/5o1i5Arm7PE
•  Optional fields are searchable, sortable and display in grids. Watch: https://youtu.be/huVIdzlTuU4
•  Every change to every field for every entity is kept forever (until purged). Watch: https://youtu.be/Z5GZXVG3qvE
•  CRM is fully integrated with the Sage 300 desktop. Watch: https://youtu.be/4t07Vy01LjQ
•  Contacts are directly linked to social media platforms for up-to-date data.
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Manage Collections Faster with More Information At Hand
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•  Manage Overdue Invoices to Improve Cash Flow. Create overdue invoice records with customer-specific overdue thresholds. Update overdue records daily. Email stage-specific payment reminders when overdue invoices move to the next stage. Watch: https://youtu.be/SpW5v3kH4DA
•  See an enhanced, lightning-fast Aged Trial Balance. See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices. Create a collections case on the spot or drill down to an existing case. Flip from a customer-centric view to a document-centric view with one click. Don't wait for a printing process when you can see the same information on screen in less than a second. Watch: https://youtu.be/8rBw70bPC_4
•  Record and Manage Disputed Invoices. Create and maintain a record of which invoices are in dispute. Include a revisit date so that the disputed invoice will appear on users' dashboards. Optionally assign to a specific person. Watch: https://youtu.be/1GU0JyvaLiU
•  Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email or network folders. Find the company using internet search capabilities. Click on Send Documents and the invoice is recreated as a PDF file and emailed to multiple contacts at the company. Drag and drop files to the communication. Watch: https://youtu.be/tBqqE65nLyc
•  View collections cases in a dashboard. The CRM dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://youtu.be/osYLodoXwAY
•  Bulk Send Invoices, Statements and Letters. Enhance core functionality by sending to multiple contacts per customer. Store a record of sent emails in a network location, independent of email client or server folders. Email records retain the body and all attachments in a single EML file that can be opened with one click and resent with another click. Watch: https://youtu.be/PnEfId3AOCw
Manage Sales From the Sage 300 Desktop
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•  Produce dozens of Excel charts to assess future sales and past performance. 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. Watch: https://youtu.be/8P97gS4fZHU
•  Track CRM prospect companies with their contacts and opportunities. CRM stores links to a contact's Facebook, LinkedIn, Twitter and other social media pages. Assign salespeople to multiple Sage 300 customer territories.
•  The CRM dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://youtu.be/osYLodoXwAY
•  Promote prospect companies to Sage 300 A/R customers when sales close with no data loss or truncation. All CRM company data is field-level identical to A/R customer data.
•  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.
•  Create drag-and-drop folders for companies, opportunities and cases. Files dragged to these entities will be maintained in the folders.
Summary of Sage 300 Related Features
•  Data is field-level compatible so prospects are promoted to customers without truncation.
•  Display the sales pipeline in functional currency using Sage 300 exchange rates.
•  Display charts in fiscal periods or fiscal quarters as well as by week or month.
•  Salespeople belong to multiple Sage 300 customer territories.
•  Quotes and orders created with Sage 300 Order Entry can be linked to an opportunity.
•  Launch the order entry window directly from CRM to create a new quote or order.
•  Customer aging performs the same calculations as Sage 300 Accounts Receivable.
•  Optional Fields extend functionality like any other Sage 300 module.
•  DBDump and DBLoad all data just like any other Sage 300 SDK module.
•  There is no complicated licensing scheme. Sage 300 LanPaks are all that's needed.
•  Keys and mouse-clicks behave as any Sage 300 user would expect.
Platform Requirements
•  Sage 300 2014, 2016, 2017, 2018, 2019 or 2020: A single set of executable programs, installed using Setup2014-2020.msi, works with all these platforms.