Traditionally termed ‘CRM’ or “Contact Management”, Sage 200 Evolution CRM is core to the Sage 200 Evolution systems functionality. Sage 200 Evolution CRM has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage 200 Evolution accounting system, thus elevating accounting software to its next logical state allowing you to not only capture numbers, but also what we refer to as business activities. Activity data is integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees. Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage 200 Evolution CRM.
Sage 200 Evolution CRM will track all Incidents to their conclusion or until they are closed off. The Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.
There are two versions of Sage 200 Evolution CRM:
Sage 200 Evolution CRM Standard contains basic incident tracking. This module must be purchased in conjunction with the core Sage 200 Evolution accounting system.
Sage 200 Evolution CRM Premium contains more advanced features such as Sales Force Automation, Calendar, Knowledge Base, Workflow Processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.