|
|
|
TaiRox CRM and Collections
|
|
|
November 2020: TaiRox CRM and Collections
is a light-weight customer relationship module built right into the Sage 300
desktop. And more: it comes with a complete set of collections features.
|
|
|
|
|
|
Collections Phone Calls:
Our October 2020 release now supports collection chasing by phone as well as email.
|
| • |
Assigned phone call tasks appear on users' dashboards.
|
| • |
Tasks have due dates and revisit dates.
|
| • |
Tasks provide invoice details and customer drill-down.
|
|
|
|
Sage 300 2021 is now supported, as well as previous releases back to 2014.
|
|
|
|
|
|
|
|
Manage Prospects & Opportunities:
|
| • |
Display the sales pipeline in source or functional currency.
|
| • |
Display charts in fiscal periods as well as weeks or months.
|
| • |
Display charts using Sage 300 currency rates.
|
| • |
See our managing prospects & opportunities video.
|
|
|
|
|
|
|
|
|
