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    • About Us
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    • Forbes Technology Council
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      • Service Management
      • Marketing Management
      • Sales Management
      • No-code Playbook
  • Other things we do
    • Website Tracking
      • Leadinfo Integrations
    • Remote working
    • Cyber security
    • Backup
  • Contact Us
ERP

Can moving from Sage 50 to Sage 200 really improve my business?

Can moving from Sage 50 to Sage 200 really improve my business? Sage 50 is a very capable and popular accounting system that is used by a wide variety of companies. It provides

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Recent Post

  • Sage Intacct’s AI-Driven Dashboards: The Future of Construction Financial Insights
  • Creatio 2025 Update: 5 Features That Will Revolutionize Membership Engagement
  • Automating Financial Workflows with Sage 200: What Every Business Should Know
  • Sage Intacct vs. Traditional Accounting Software: Why Construction Firms Are Making the Switch
  • Why Sage Intacct is the Game-Changer for Construction Financial Management

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    About Qmulus

    We help businesses enhance process efficiencies, increase revenue, scale up, customise solutions, and improve customer experience.

    100 High Street, Evesham, Worcs, WR11 4EU, UK

    +44 1789 332130

    info@qmulus-solutions.com

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    • Cloud-native software solution
    • Centralised XG Firewall
    • Sage 200 ERP Software
    • Backup your important data
    • Sage CRM
    • Process Management and CRM

    Recent Posts

    Sage Intacct’s AI-Driven Dashboards: The Future of

    30th April 2025

    Creatio 2025 Update: 5 Features That Will

    28th April 2025

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    Sage Intacct Integration to Creatio

    Integrate Sage Intacct and Creatio

    Instantly create Sage Intacct customers and suppliers, synchronise data, including products and pricing, create orders between Creatio and Intacct, and sync orders bidirectionally.

    What is Sage 200 for Manufacturing?

    Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes.

    sage 200 functionalities

    Sage 200 Professional includes all of the capabilities of Sage 200 Standard, along with additional configurable, supercharged features designed for manufacturing, service industries, and organisations that need to handle customers more effectively.

    Sage 200 is simple to install and adapt, providing the option and flexibility to meet the needs of your business as it changes and grows. It is customisable and extendable, including ISV solutions like Sicon Manufacturing and Qmulus CRM integration.

    make the right decisions Sage 200

    What is Sage 200?

    Read more about Sage 200 and its functionalities from our Blog!
    Read Now
    Case Study

    What is Creatio?

    Creatio is a global software company providing a leading low-code platform for process management and CRM.
    Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.

     

    Together with hundreds of partners, Creatio operates in 110 countries worldwide.

    BPMN Software

    Recognised by Industry Analysts

    Pricing

    Team
    The same functionality delivered on-site
    £19user /month on-site

    Team

    £

    27



    user/ month

    • 30 days trial Features
    • Synced to cloud database
    • 10 hours of support
    • Social media integration
    • Unlimited Features

    Purchase

    Team
    A perfect fit for small and medium sized businesses with direct sales teams
    £23user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    Team
    The same functionality delivered on-site
    £19user /month on-site
    Commerce
    Complete set of tools for short sale cycle and e-commerce
    £27user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Orders and invoices
    • Product catalogue management
    Commerce
    The same functionality delivered on-site
    £23user /month on-site
    Enterprise
    For medium and large enterprises to manage all sales channels
    £46user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    • Field sales
    • Channel sales
    • Sales forecasting
    • Orders and invoices
    • Product catalogue management
    • Contract management
    • Project management
    Enterprise
    The same functionality delivered on-site
    £39user /month on-site


    Please select the below details to calculate a price:

    Number of users required:

    Total Price
    Total Price

    £

    What is Eque2 Construct solution?

    Is your Project making a profit? Are you over-spending?

    The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.

     Create and email Sales Valuations / Applications and Invoices

     Analyse your profit/budget and committed costs by client/project manager/project

     Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis

     Post-sales and purchase transactions into your Sage accounts system simply by pressing one button

     Integrate Sage payroll with your timesheets for labour and post into your projects

     

      In-depth and detailed cost analysis against a project or phases/sections in a project

     Check to spend against budgets

     Raise Purchase orders for suppliers and sub-contractors

     Record Delivery of materials on-site

     Record Purchase Invoices against deliveries and purchase orders

     Submit your CIS returns to HMRC

     Verify new sub-contractors on-line

     Control and report on both Sales and Sub Contractor Retentions

    Qmulus Solutions Sage Partner

    Sage Technology Partner in the UK

    Deliver Exceptional Customer Service

    There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service!

    Provide high-quality customer care, maintain satisfied customers and make every customer interaction more informative, effective, and profitable!

    The intuitive Sage CRMinteractive dashboard allows customer service users to easily view real time customer information and resolve their issues effortlessly by employing the escalation features of Sage CRM.

     Deliver Fast, efficient Customer Service

     Resolve Customer Issues efficiently

     Empower your Customers

     Ensure Issues are Escalated

     Record customer queries/incidents

     Access immediately a Central Bank of Information

     Report, Monitor and Measure your team's Performance

    Sage CRM lets your customers help themselves by providing them with web access to their own ‘customer portals’, which can be accessed at their convenience 24/7.

    Qmulus Solutions Sage Partner
    Sage Technology Partner in the UK

    Plan, execute and measure your Campaigns!

    The more highly targeted your campaigns are, the more successful they will be!

    Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business. 

    Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!

     Total Campaign Management

     Lead Management

     List Management and Segmentation

     Sage E-marketing for Sage CRM*

     Keep in touch with customers with social CRM

     The Interactive Dashboard

     Reporting and Analysis

     Sage ERP Integration

    Qmulus Solutions Sage Partner

    Sage Technology Partner in the UK

    Sage CRM Benefits for Customer Care

    Sage CRM allows you to put service excellence at the heart of your business.

    Sage CRM gives your customer service staff the tools they need to develop real, lasting and beneficial relationships with customers.

     Manage your customer accounts with insight and collaboration

     Respond to customer cases quickly reducing response times to customer service requests

     Enable agents to quickly and accurately find the right answer the first time

     Enables customer satisfaction measurement and benchmarking

     Increases productivity of customer support representatives

     Provides self-service facility to customers around common issues

     Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the e-mail

     Monitors service performance against service level agreements 

     Reduces customer support costs and cost of customer retention 

     Decreases the number of customer complaints received and increases customer retention 

     Enables benchmarking/score carding of customer service operations on an ongoing basis 

     Delivers a single view of relevant and comprehensive information on the interactive dashboard

    Qmulus Solutions Sage Partner

    Sage Technology Partner in the UK

    Sage CRM Benefits for Marketing Teams

    Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns!

    Highly graphical reports and charts can be displayed on the dashboard for quick reference enabling users to analyse data in real-time.

     Create, track and manage dynamic marketing campaigns that really deliver

     Plan and track activities, tasks, budgets and details for each marketing activity

     Produces highly targeted customer communications improving response rates

     Enables real-time marketing performance analysis and pinpoint budget management

     Fully customisable marketing workflow out-of the-box for rapid campaign execution

     Comes with Sage E-marketing for Sage CRM with pre-designed email templates that cover all communication needs

     Tracks all e-marketing email interactions including open, click and bounce rates automatically through Sage CRM

     Maximises customer communications and interactions through integrated social media channels

     Great user experience on any Browser with cross-browser compatibility

    Qmulus Solutions Sage Partner

    Sage Technology Partner in the UK

    Sage CRM Benefits for Sales Teams

    Gain full visibility of what is happening with every prospect and customer

     Maximise the value of each and every sales opportunity in yourpipeline


    Create accurate Quotes and Orders in a couple of clicks


    Manage collaboration and team selling across your department with ease


    Eliminate guesswork; make decisions based on accurate, realtime information


    Empower your team and boost productivity with a single view of leads, opportunities, tasks and activities


    Enables quarterly sales performance monitoring improves consistency across the sales organisation

     Maximises cross- and up-sell opportunities


    Great user experience on any Browser with cross-browser compatibility


    Leverages financial information from the backoffice system


    Reduces time spent in the office on sales administration (more time on sales calls)


    Enable sales teams to work effectively regardless of their location with Sage CRM mobile solutions


    Effective team collaboration on opportunities and leads with Business Collaboration powered by Yammer

    Qmulus Solutions Sage Partner
    Sage Technology Partner in the UK

    Make the most of every sales opportunity!

     Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.

    Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.

    Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.

    Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360-degree view of the customer across front- and back-office departments.

    With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.

    Qmulus Solutions Sage Partner

    Sage Technology Partner in the UK

    What is Sage CRM?

    Sage CRM is used by over 15,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday.


    Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.

    Regardless of how, when or where customers, partners and prospects choose to interact with your business, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.

    One of the biggest benefits most realise when deploying CRM, comes from having all your business data accessed from a single location. Before CRM systems, customer data was spread out over office productivity suite documents, email, mobile phones and even paper notes!


    Storing all your critical data from all departments in a central location gives staff immediate access to the most recent information as and when they need it.


    Many aspects of CRM relies heavily on technology; however the strategies and processes of a good CRM system will collect, manage and link information about the customer with the goal of letting you market and sell services effectively.

    Qmulus Solutions Sage Partner
    Sage Technology Partner in the UK


    How much will it cost me?

    Choose Marketing Creatio to streamline engagements across the entire customer journey

    Business process management

    100%
    Low-code/no-code configuration

    100%
    Collaboration tools

    100%
    AI and machine learning tools

    100%
    Access and user management

    100%
    Synchronisation and integration

    100%
    Development framework

    100%
    Mobile Application

    100%

    Calculate Cost

    Creatio Marketing CRM

    analytics marketing creatio

    Creatio Service Editions & Pricing (Cloud)

    Team
    A perfect fit for small and medium sized businesses with direct sales teams
    £23user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    Commerce
    Complete set of tools for short sale cycle and e-commerce
    £27user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Orders and invoices
    • Product catalogue management

    Creatio Service Editions & Pricing (on-site)

    Enterprise
    Sophisticated tools for medium and large enterprises to manage all sales channels: direct and partner sales, e-commerce, field sales and POS
    £46user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    • Field sales
    • Channel sales
    • Sales forecasting
    • Orders and invoices
    • Product catalogue management
    • Contract management
    • Project management
    Customer Centre
    The same functionality delivered on-site
    £27user /month on-site
    Service Enterprise
    The same functionality delivered on-site
    £39user /month on-site

    Creatio Sales Editions & Pricing (Cloud)

    Team
    A perfect fit for small and medium sized businesses with direct sales teams
    £23user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    Commerce
    Complete set of tools for short sale cycle and e-commerce
    £27user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Orders and invoices
    • Product catalogue management

    Creatio Sales Editions & Pricing (on-site)

    Enterprise
    Sophisticated tools for medium and large enterprises to manage all sales channels: direct and partner sales, e-commerce, field sales and POS
    £46user /month Cloud
    • Customer 360° Profile
    • Lead management
    • Opportunity management
    • Out-of-the-box process for long sales
    • Field sales
    • Channel sales
    • Sales forecasting
    • Orders and invoices
    • Product catalogue management
    • Contract management
    • Project management
    Team
    The same functionality delivered on-site
    £19user /month on-site
    Commerce
    The same functionality delivered on-site
    £23user /month on-site
    Enterprise
    The same functionality delivered on-site
    £39user /month on-site

    Remove 

    unnecessary branding

    Identify B2B visitors

    How does it work?

    Don’t want to let the cat out of the bag? You can now remove our branding from Lead Gen Form and stop your competition from stealing your marketing tricks! Try 14 Days FREE

    Leadinfo
    remove branding

    Personalise your 

    website messaging

    Identify B2B visitors

    How does it work?

    Leadinfo Personalise

    Create unique content for each new lead coming to your website!

    Leadinfo Liquid COntent

    Don’t say the same thing twice! Use Leadinfo’s Liquid Content Feature to create and personalise the journey of each B2B lead that visits your website!

    Leadinfo

    Try Leadinfo 14 Days Free

    Discover how leads are browsing your website

    We don’t just give you an overview of each website visitor, with Leadinfo you can also see each lead’s detailed browsing activity. Meaning you can spot users showing buying intent from a mile away!

    Leadinfo Integrations

    Leadinfo Screenrecording

    Try 14 Days Free!

    Integrate Leadinfo with your Software!

    Effortlessly integrate Leadinfo with the software that your organisation already uses! Leadinfo’s extensive company information automatically enriches the company profile for your better insight!

    Leadinfo Integrations
    • Ads
    • All Integrations
    • Automation
    • Communications
    • CRM

    Nimble

    Sharpspring

    Microsoft Dynamics

    LimeCRM

    Sugar CRM

    Act

    Nutshell

    Vtiger

    insighlty

    Agile CRM

    Gripp

    Simplicate

    freshsales

    Zendesksell

    Hubspot

    Perfectview

    Zoho

    Teamleader

    Salesforce

    pipedrive

    exact

    Active Campaign

    Zapier

    Google Ads

    slack


    Ads


    All Integrations


    Automation


    Communications


    CRM

    Identify anonymous

    B2B website visitors

    Identify B2B visitors

    How does it work?

    By linking a visitor’s IP address to Leadinfo's unique database, the software can provide you with an overview of each user from where they work to their navigation patterns.

    Leadinfo
    EXPOSE WHO was on your website!

    Expense and Time Management

    Streamline processes, reduce revenue leakage, and simplify revenue recognition.


    Free Coffee and Demo

    Grab a free coffee on us and take a break with Sage Intacct

    Automation and Productivity

    Intacct Expense and Time Management

    Accelerate
    Accelerate time and expense management processes for employees and financial teams.
    Make Better Decisions
    Make better decisions with real-time visibility of all of your time and expense data.
    Streamline Project Accounting
    Streamline your project accounting to save time, increase accuracy, and reduce revenue leakage.
    Smart Capturing of Time and Expense Data
    As your business works on behalf of clients, are you accurately capturing all of the time and expenses for every project?

    Sage Intacct expense management software makes it easy and as error-free as possible. That means you maximise revenue and keep your employees focused on client goals, not expenses, accounting, and reporting. Sage Intacct expense management software effortlessly moves time and expense data to invoices and revenue recognition workflows.

    Fast and Efficient Time and Expense Submissions on the go
    Sage Intacct makes it painless to manage time and expenses. Your employees can enter time and expense data anytime, anywhere. Managers get instant alerts to review and approve reports. Employees receive prompt reimbursement in the right currency.

    Talk to an Expert

    Watch demo →

    Real-time Project and Employee Insights
    With Sage Intacct software, your time and expense accounting data is accessible and accurate. It’s easy to get a quick look at your dashboards to track the progress and profitability of each client and project. Or monitor hours to set and meet goals for billable hours—either for the whole team or for individual employees.

    Automated Billing
    With Sage Intacct expense management software, your time and expense data automatically flows to your invoicing and  revenue recognition processes. Quickly generate  project billing and accurate invoices for projects and clients based on actual time and expenses as incurred. And post direct and indirect labour costs and recognise revenue in a timely fashion.

    sage business partner

    Spend Management Software

    Sage Intacct makes it easy to streamline your  purchasing and payables processes and ensure company spending complies with corporate budgets.


    Free Coffee and Demo

    Grab a free coffee on us and take a break with Sage Intacct

    Automation and Productivity

    Intacct Spend Management

    Budget Tracking
    Automatically track budgets, compile spend requests, and manage funds availability.
    Budget Limiting
    Automatically apply limits to all departments and locations to ensure budget compliance.
    Budget Editing
    Adjust the budget on the fly to accommodate unexpected spending needs.
    Spend Management Module
    ✓ Dive deep to Smarter Spending Decisions
    Sage Intacct’s multi-dimensional system lets you track budget versus actuals based on the attributes that matter most: department, location, vendor, and more.

    Our dashboards let you slice and dice your data quickly and easily to see trends and monitor variances in real-time. See the big picture in seconds and make better, faster, and smarter decisions.

    Spend Management Module
    ✓ See Corporate Spending with just a Cick
    Sage Intacct corporate spend management gives you instant visibility into spending vs. budget. Immediately assess the impact when reviewing a spending request or see how much has already been spent.

    You’ll make more informed decisions on spending requests when you can see whether there are enough funds in the budget.

    Spend Management Module Intacct

    Spend Management Module
    ✓ Keep Company Spending on Track
    For fast-growing businesses, it’s sometimes too easy for spending to get off-track. Different departments have different expenditure needs and want to purchase from preferred vendors. And with employees in multiple locations, you face an increasing need for smart, effective controls and complete visibility to avoid the overspending and unexpected costs that can limit business growth.

    Sage Intacct spend management software lets you govern all company spending compared to your budgets, so you never spend more than you should. And with real-time dashboards, you can thoroughly analyse the “spend trend” to stay on top of company purchases and reduce unplanned variances.

    Spend Management Module
    ✓ Total control of Corporate Spending and Procurement
    With Sage Intacct spend management and procurement software, you can automatically enforce spending limits to avoid budget variances and meet corporate policies.

    Sage Intacct’s multidimensional architecture lets you create custom validation rules based on the type of spend request (such as direct and indirect items), department, and location. Sage Intacct can even send alerts or stop spending if a request exceeds the budget.

    Qmulus Solutions

    Revenue Recognition Software

    Intelligent, Automated and Compliant Revenue Recognition. 


    Free Coffee and Demo

    Grab a free coffee on us and take a break with Sage Intacct

    Automation and Recognition

    Intacct Revenue Recognition

    Deliver relevant insights to all Stakeholders

    Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.

    Automate Revenue and Expense Reallocation
    Simplify revenue management with automated revenue and expense reallocation.
    Act on Dual Treatment and Reporting
    Eliminate uncertainty about changing requirements through dual treatment and reporting.
    Configure Expense Amortisation
    Flexibly configure expense amortisation to match or differ from revenue recognition terms.
    Gain Deep and Broad Revenue Insights
    Gain deep and broad revenue insights with complete reporting – from orders to contracts to operational SaaS metrics.

    Automate day-to-day Revenue Recognition Tasks

    and regulatory compliance

    Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.

    Align Revenue Recognition with Expense Allocations

    Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.

    Reduce your Dependence on IT

    Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.

    Sage Intacct Logo

    Sage Intacct Point and click

    Automate your Most Important Process – turning Orders into Cash

    Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.

    Financial and Project Management

    See all your time, expense, and project-based accounting data—financial and non-financial—in one place.


    Free Coffee and Demo

    Grab a free coffee on us and take a break with Sage Intacct

    Automation and Productivity

    Financial and Project Management

    Customise Project Accounting
    Fit project capabilities to the needs of your business.
    Improve Profit Margins
    Base new project bids on better data.
    Lower Costs
    Streamline project management and project billing processes.
    Keep Clients Happy
    Make it easy for your team to get information and provide great service.

    Project Financial Management

    Sage Intacct project financial management automates the project accounting processes your business needs. We show you the costs, time, and expenses and help you manage resources, billing – even revenue recognition. Generate deep insights from financial reporting that keep individual projects on track and your overall business growing profitably. 

    Project Accounting

    Sage Intacct's financial management platform automates project management, time-tracking, full-featured costing and resource management, project billing, and revenue recognition. Track expenses by projects, identify unbilled research and development costs or run billable services projects for clients.

    Advanced Functionality
    Smarter Resource Management and Project Billing
    Find the right resource, with the right skills, and the right availability to quickly start your project. Sage Intacct Project Accounting and financial management platform lets you easily identify who’s overscheduled and who’s on the bench, so you get accurate insight into team utilisation and efficiency. It also simplifies project billing workflows across finance and operations. What’s more, you gain the time and visibility you need to think strategically and see which projects and client types are most profitable for your organisation or agency.
    Advanced Functionality
    Better answers, better ideas
    Sage Intacct keeps you up to date with role-specific reports and dashboards. Give clients and colleagues answers about current statuses, milestones, and invoicing, and generate reports on revenue, costs, and utilisation to improve profit margins.

    Sage Intacct Collaborate

    Better Answers Better Ideas Intacct

    Advanced Functionality
    Streamlined Revenue Recognition
    Sage Intacct project accounting and financial management platform improves financial accuracy by generating invoices in the right format, with the right terms and the right amounts using the right data, supporting a variety of fixed price and T&M methods. Separate revenue recognition from billing and automatically calculate and post based on milestones, schedules, or percentage completion.

    Talk to an Expert

    Watch demo →

    Sage Intacct

    Multi-entity and Multi-currency Global Consolidations

    Consolidate hundreds of entities in minutes, not days – boost productivity by more than 50%


    Free Coffee and Demo

    Grab a free coffee on us and take a break with Sage Intacct

    Automation and Productivity

    Multi-entity and multi-currency global consolidations

    Multi-Currency
    Go global with robust, accurate, and easy multi-currency financial management platform.
    Save Time
    Save time and reduce errors with automated financial consolidation tools.
    Increased Visibility
    Increase visibility by relying on flexible, fully up-to-date local and global reports.

    Bring it All Together

    If your multi-location organisation faces complexities – decentralised payables, inter-entity transactions, multiple currencies, global consolidations – you’re ready for Sage Intacct. Our financial management platform for multiple entities automates financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and more, eliminating manual efforts so you can close the books faster and focus on growing your organisation fast.

    Multiple Entity Consolidations

    At the push of a button, get granular visibility with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments. Automate intercompany eliminations at the point of consolidation, and consolidate complex ownership structures such as minority and partial ownerships. With Sage Intacct, you can close the books faster and view interim summary figures at any time – your financial statements are ready when you are.

    Easy multi-currency Accounting Software
    Whether you need to automate conversions for transactions or report in multiple currencies across the globe, Sage Intacct has you covered. We automate everything related to managing multiple currencies to save you time and increase accuracy, using up-to-date exchange rates for your currency conversions and revaluations. Sage Intacct offers multi-currency consolidation, creating cumulative translation adjustments (CTAs). You can even produce reports in headquarters currency or the entity’s local currency.
    Multi-entity Consolidation set-up made Simple
    Instantly set up new entities with configurable rules for inter-entity transactions, bank accounts, and more. With our financial management platform for multiple entities, you can have new entities inherit your existing lists, process definitions, and charts of accounts. Or you can easily configure each new entity with unique definitions. If you want to centralise payables and receivables, you can. If you want to have multiple charts of accounts, you can. You make the rules – Sage Intacct makes it easy.

    Sage intacct multientity

    Unified multi-entity Architecture
    Our unified financial consolidation software architecture handles domestic and global locations, single and multiple base currencies, and simple and complex ownership structures. And shared definitions let you share vendor, customer, and item lists across entities to speed new entity creation and enable cross-entity and multiple entity reporting.

    Sage Intacct

    Inventory Management

    Get all the right items in the right place at the right time.


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    Automation and Productivity

    Intacct Inventory Control

    sage business partner

    Cost Savings
    Cut costs by configuring warehouse operations to match your business using cloud-based inventory management.
    Improve Customer Satisfaction
    Improve customer satisfaction by reducing stock-outs and compressing delivery timeframes.
    Optimise Invenory
    Use capital more efficiently, thanks to optimised inventory levels and smarter reorder quantities.

    Cloud Based Inventory Management

    When it comes to inventory management, you can’t afford to have too much or too little stock on the shelves. Unfortunately, inventory can be a rapidly moving target: multiple warehouses, different units of measure, and part numbers that change through kitting. With Sage Intacct's online inventory management system, it’s easier to track, value, and manage your stock—maintaining accuracy at every step of the way.

    Optimise Inventory

    Sage Intacct's real-time inventory management software features comprehensive reporting so you can see across locations, products, and inventory status. That means you can make smarter decisions to optimise inventory levels and set efficient reorder points and quantities.

    Multiple Locations

    Enable your sales, finance, operations, and logistics teams to collaborate around the world. With access to real-time balances and availability, the Sage Intacct web-based inventory management system lets you more easily manage inventory across multiple locations and product lines. That helps you make smarter reorder decisions and efficiently handle fulfilment and returns.

    Make Faster Decisions

    With Sage Intacct, you’re fully armed to make smarter decisions that optimise inventory levels, set efficient reorder points and quantities, and use working capital more efficiently.

    Software that works the way you do!

    Use standard templates for adjustments, transfers, damaged goods, scrap, and more. Or create your own templates that fit your organisation. Sage Intacct lets you create a seamless web-based inventory process, from vendor quotes to customer invoices.

    Sage intacct benefits

    Sage Intacct

    Fixed Asset Software

    Fixed asset software merges with core financial management functions in a complete, flexible, and automated asset management system.


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    Automation and Productivity

    Intacct Revenue Recognition

    A Single System
    Easily manage the complete asset lifecycle within a single integrated fixed-asset management software system.
    Faster Closes
    Eliminate manual effort and accelerate monthly closes.
    Lower your Risk
    Increase control of your fixed assets and reduce risk by tracking them in a cloud financial-management system.
    See your Assets
    Improve decision-making with dimensional visibility into your business.
    Comprehensive Fixed Asset

    and Financial Management Platform

    Sage Intacct fixed asset and financial management platform accelerates and simplifies accurate accounting throughout the entire fixed asset management lifecycle.

    You work with a single set of asset-acquisition, depreciation, and disposal information that’s automatically shared with the general ledger accounts payable and purchasing.

    Better Reporting, Better Visibility
    Better Decisions

    Tag fixed assets with dimensions to track how costs are distributed by location, department, project, and more. Then, clearly report book values using visual dashboards and reports.

    Better Decisions Intacct

    Control Fixed Assets
    Easily

    Sage Intacct fixed-assets software enables you to centrally manage and safeguard your business’s fixed assets. That means easier tracking and reporting of asset information including condition, insurance status, and maintenance logs – even after a disaster – thanks to world-class security, cloud backups, and disaster recovery.

    Track Accounting

    and Tax Depreciation

    Sage Intacct fixed asset software lets you easily maintain separate tax and accounting books and automatically record different depreciation methods for asset categories. Use straight-line and reducing-balance for accounting, for tax depreciation–or create your own schedules.

    Sage Intacct and Salesforce Integration

    The power couple—finance and sales connected.


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    Automation and Productivity

    Intacct Salesforce Integration

    Save Time
    Save time and reduce errors by eliminating duplicate data entry between finance and sales.
    Greater Visibility
    Increase sales effectiveness by providing greater visibility into the financial impact of their activities.
    Increase Productivity
    Increase accounting and finance productivity with automated workflows.

    The best-of-breed cloud solution for Connecting Finance and Sales

    Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.

    Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.

    Sage Intacct Point and click

    Point and Click Integration

    It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.

    No more Blind Spots

    with Salesforce Integration

    Help your sales teams turn opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, an

    Qmulus Solutions

    Web Services API

    Easily integrate with other best-in-class solutions.


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    Automation and Productivity

    More than 300 supported API methods

    Intacct Web Services API

    Access to all Standard and Custom Objects and Fields
    Standard Create, Read, Update, Delete, plus more
    Open API based on structured XML-RPC
    Authenticates Every Request Using Credentials
    Upgrades will not break Custom Integrations

    Sage Intacct OPEN API

    Open APIs allow Multiple, Stable, Secure Integrations

    Technology advancements, like SDKs and resource whitelisting, make integrations between systems quicker, secure, and reliable. Language agnostic APIs rely on XML requests and responses. Roughly 60% of Sage Intacct transactions post using web services. 

    Financial specific APIs like Account Balance
    Initiate from within or without Sage Intacct
    UI Business Logic Rules and Granular Controls
    Open documentation of XML requests
    API test tool a User Interface

    Integration is standard with Sage Intacct

    As a best-in-class financial management platform, Sage Intacct was built from the ground up to integrate with other best-in-class solutions. Most customers integrate at least two external applications with Sage Intacct, which provides the flexibility to choose the best options for your organisation. In addition, our platform services help accelerate customisation with infrastructure solutions built to match unique business requirements.

     

    Support Complex Business Processes with Integrations

    Complex processes unique to your business often require extracting data for processing, then posting results. Sage Intacct’s open APIs make interacting with data possible and relatively easy.

    Qmulus Solutions

    Sage Intacct Platform Services

    Platform Services are a springboard to solutions precisely tuned to match individual business requirements to help organisations grow fast.


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    Automation and Productivity

    Intacct Platform Services

    Applications
    Pull together and display all the objects and menus that make up your unique solution.
    Objects
    Field display instructions, actions, relationships, workflows, templates, data maps, and menus that relate to data.
    Relationships
    Define object interaction within the objects themselves with a few clicks.
    Page Customisation
    Add HTML, JavaScript and AJAX elements using internal API requests and jQuery elements.
    Portals
    Share and update objects through external sites. You can also manage user access to portal pages.
    Smart Events
    Embed actions into standard objects to automate field updates, communicate changes by email, or initiate external API calls.
    Smart Links
    Allow users to easily click to outside sites or display information from outside sites on Sage Intacct dashboards and pages.

    Map and Manage Solutions with Ease

    Rather than building procedural programs and writing miles of code, Platform Services offers you an elegant object-centred solution. If you have any background in database development, you will quickly recognise the structures that drive Platform Services solutions. By centring all your actions and workflows around objects and related objects, you can build cohesive solutions that are easy to map and easy to manage.

    Sage Intacct Point and click

    Qmulus Solutions

    Triggers
    Automated behaviour turns a data set into an application.
    Workflows
    Create your own workflows to process records. Set actions, statuses, and multiple workflow paths.
    Templates
    Share output from functions. Platform Services provides you with HTML and XML document template and e-mail template capabilities.
    Data Maps
    Stored data maps allow users to quickly and accurately import data into custom objects.
    Custom Reports
    Create reports on standard and custom object data to provide greater visibility into your customers’ unique business interests.
    Custom Fields
    Add custom fields to standard objects capturing additional information specific to your business.
    Custom Tabs
    Add custom tabs to standard application objects, organising related object information for easy consumption.
    Smart Rules
    Create data validation rules on fields in standard objects to ensure compliance with company policy and data integrity.

    Trustworthy Platform Infrastructure

    Vital questions about any cloud-based system revolve around stability and security. The problems you might struggle to overcome in a stand-alone system – such as caching, error handling, permissions, and encryption protocol – are seamlessly built into custom platform solutions without any coding on your part.

    Platform Services helps Accelerate Customisation

    Today’s businesses require infrastructure solutions to give them an extra edge over the competition, be that in efficiency and cost savings, or by allowing them to make better decisions. Sage Intacct Platform Services is your ticket to making user expectations a reality.

    Revenue Recognition Software

    Intelligent, Automated and Compliant Revenue Recognition.

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    Automation and Recognition

    Intacct Revenue Recognition
    Automate Revenue and Expense Reallocation
    Act on Dual Treatment and Reporting
    Configure Expense Amortisation
    Gain Deep and Broad Revenue Insights
    Sage Intacct Point and click
    Qmulus Solutions

    Automate day-to-day revenue recognition tasks

    and regulatory compliance

    Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.

    Automate your most important process – turning orders into cash

    Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.

    Align Revenue Recognition with Expense Allocations

    Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.

    Deliver relevant insights to all Stakeholders

    Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.

    Out-of-the box Revenue Recognition Functionality

    Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.

    Sage Intacct Logo

    Project Costing and Billing

    Simplified project billing brings new levels of efficiency to transform how your professional services firm bills projects.


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    Automation and Productivity

    Intacct Accounts Payable

    Improve Profit Margins with Rich Data and Insights
    Lower Costs through Streamlined Project Billing Processes
    Provide a Better Service to Clients with Easy Access to Information for your Team

    Sage Intacct Project Billing

    Easily and quickly handle

    Project Costing and Billing Complexities

    Project-based companies in engineering, consulting, and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability.

    Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct shines, with a comprehensive project-billing solution to streamline and simplify this critical process.

    Cost Projects More Accurately

    Your professional services firm needs a project costing and financial management platform to match the way you work. Whether you just need to track expenses by projects, identify unbilled research and development costs, or run billable services projects for clients, Sage Intacct project costing and billing software has the answers you need.

    We show you the true financial impact of past projects, so you can make smarter project bids. By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.

    Faster Invoicing and Billing for Improved Cash Flow

    With Sage Intacct project costing and billing software, you can combine different billing terms on a single project or multiple projects and deliver a consolidated invoice. You can base invoices on time and materials, fixed fees and milestones, or percentage completion.

    Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications. With Sage Intacct, you save money and time while improving cash flow.

    Qmulus Solutions

    Reduce Revenue Lekeage

    Sage Intacct project costing and billing software cuts revenue leakage through an integrated process spanning sales, finance, and operations.

    Personalised dashboards give you real-time visibility into budget versus actuals, billed versus unbilled expenses, and billable hours versus unbillable hours. You can even track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.

    Sage Intacct Logo

    Automated Revenue Recognition

    You need flexible billing terms to win and keep clients, but that can also make it difficult to comply with rules and controls and meet stringent compliance requirements.

    Sage Intacct uses the same data for automated billing and revenue recognition. However, an automated billing schedule is separate from an automated revenue-recognition schedule, so you can do what’s right for your customers – and stay compliant.

    Contract and Subscription Billing

    Tailor pricing and billing schedules to fit your business.


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    Intacct Contract and Billing

    Automation and Productivity

    Reduce Costs associated with Manual Billing
    Improve Accuracy with Flexible Pricing Models
    Streamline billing with Automatic Subscriptions
    Manage billing at a Contract Level

    Streamline contract and subscription billing lifecycles

    Real-time access to AP transactions and data

    Review and react to your current situation on the fly; no more waiting for batches to post.

    Streamline contract and subscription billing lifecycles

    Subscription billing, contract billing, and recurring billing services just got easier – thanks to Sage Intacct. Whether you need greater automation in subscription-payment processing and billing, automated revenue recognition, or a seamless data flow between Salesforce and your financials, Sage Intacct subscription billing software adapts to your needs for easier and smarter payment management.

    Automate a variety of Pricing and Billing Models

    Sage Intacct contract and subscription billing eliminate labour-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, Sage Intacct lets you adapt pricing and billing – all with constant visibility with complete reporting.

    Integrate Billing with Automated Revenue Recognition

    Regardless of your billing model, Sage Intacct billing software can meet all of your compliance needs for revenue recognition. When you tie billing and revenue recognition together through the contract, you can automatically recognise revenue as performance obligations are met.

    Sage Intacct Logo

    Sage Intacct Collaborate

    Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.


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    Intacct Ordering

    Stronger Teamwork

    Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.

    Stay on top of open issues

    Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.

    Keep conversation Flowing
    Connect your back office and Salesforce front office (Salesforce customers only).
    Collaborate to resolve non-routine issues as a Team
    Non-routine transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.
    Bring the whole Team Together
    Collaborate puts everyone on the same page to improve communication and teamwork, expedite processes, and improve decision making. What’s more, Salesforce finance employees can also join Salesforce Chatter from inside Sage Intacct.

    Sage Intacct Collaborate

    Sage intacct benefits

    See a clearer picture of the Issues
    Sage Intacct Collaborate helps speed up financial management processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times – just leave a note.

    Sage Intacct

    Purchase Order Software

    Cut invoice-to-payment time 50% and eliminate hundreds of hours of tedious transactional data entry.


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    Intacct Ordering

    A Streamlined Procurement Cycle

    Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget vs actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. That’s purchase order software, perfected.

    sage 200 make the right decisions

    purchase order with complete visibility Intacct

    Sage Intacct puts you in control

    Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management. And you can use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your organisation’s unique requirements.

    Faster, Smarter Purchasing

    Sage Intacct’s cloud-based purchase order software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The Sage Intacct purchase order system connects with accounts payable, cash management, and inventory, so you don’t enter the same information twice. And you can drag-and-drop files for simpler recordkeeping and instant access to supporting documents.

    purchase Intacct

    See the entire Purchase Management Process

    Sage Intacct purchase order management software gives your team easy access to critical information. You’ll see customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.

    Use Sage Intacct Purchasing to create structured, predefined transaction and approval workflows that improve efficiencies.

    Order Management Software

    Achieve 25% faster quote-to-cash cycles.


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    Automation and productivity

    Reduce costs by automating more steps in the order management cycle across sales channels.

    Improve customer satisfaction by getting sales and finance on the same page.

    Increase profits by seeing and leveraging the true drivers of business performance.

    Order Management Intacct

    Sage Intacct Point and click

    Automate the Order Management Cycle

    Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.

    Order Entry Intacct

    Integrated Salesforce Management

    Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.

    Order Management Workflows your way

    Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in – and never enter them again. Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need.

    Intacct Salesforce Integration

    General Ledger Accounting Software

    Multi-entity, multi-dimensional financial visibility – pure power at the heart of your financial management platform.


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    Automation and Productivity

    Intacct General Ledger

    See your business clearly

    Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.

    Support multiple currencies and entities

    Grow without limits with easy multi-currency and multi-entity management.

    Stay Agile

    Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.

    Accelerate Closings

    Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed.

    Sage Intacct Ledger

    General ledger and financial management platform unlike any other

    Unlike basic business ledgers and GL software, Sage Intacct's powerful and innovative general ledger and financial management platform uniquely provide the extensive visibility, scalability, and flexibility you need to thrive without limitations. It's the ideal GL accounting foundation for smarter, flexible financial management.

    Multi-dimensional general ledger visibility 24/7

    Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.

    Multiple entity and multiple currency consolidations made easy

    Sage Intacct general ledger and financial management platform make it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.

    Robust multi-book functionality

    Sage Intacct's general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.

    Fast and powerful multi-ledger performance

    Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.

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    Cash Management

    Track multiple accounts with real-time visibility and easy reconciliations.


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    Intacct Cash Management

    Internal Controls

    Improve visibility into your entire cash management picture
    Increase control by automating complex cash-management processes
    Save hours by streamlining processing

    Sage Intacct Cash Management

    Day-to-day cash activities in real-time

    Sage Intacct cash management solutions offer the flexibility to meet your daily needs. Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer. Quickly print checks or use the bill-focused payment cycle. With Sage Intacct, you can transfer funds across accounts to locations and entities right when you need them.

    Cash management software for improved cash flow

    True cash management gives you a complete picture of your cash footprint and working capital. Where is your business's cash coming from? Where is it going? Sage Intacct cash management software shows a complete picture of your cash position.

    Manage bank accounts across all your locations

    Sage Intacct cash management software shows you all payments and transactions across all checking and savings accounts and credit cards across locations and entities. You see it all in real-time, so you’re always in control of cash.

    Cash management software provides automated bank reconciliations

    For easier cash management, import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.

    Qmulus Solutions

    Accounts Receivable

    Sage Intacct is accounts receivable management software that makes your team more efficient, so you get paid faster. Automate your processes, email your invoices, and offer more payment options. Generate recurring invoices for easy subscription management, attach customer documents to transactions for better recordkeeping, and more.


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    Intacct Accounts Payable

    Internal Costs

    Achieve healthier cash flows by shortening invoice and payment cycles

    Make collections painless with automated dunning and collection notices

    Gain real-time visibility into customer histories, ageing balances, and more with configurable dashboards and reports
    Easily integrate with order management processes

    Sage Intacct Point and click

    A smarter accounts receivable collections process

    Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.

    Stay connected with seamless integration

    Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.

    Complete accounts receivable visibility

    Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.

    We put you in control

    Sage Intacct's accounts receivable solutions let you create automated, configurable processes to enhance internal controls. You define the approvals to align with the way you operate, so you have complete visibility into the entire AR process.

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    Accounts Payable

    Cut your accounts payable processing time by 65% or more annually. Get real-time visibility with 24/7 access from any device!


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    Intacct Accounts Payable

    Point-and-click controls

    Easily and quickly create definitions of your workflows, approvals, and internal control processes.

    Sage Intacct Point and click

    Real-time access to AP transactions and data

    Review and react to your current situation on the fly; no more waiting for batches to post.

    Predefined defaults

    Pay the correct amounts to the right vendors and take advantage of discounts.

    Minimise data re-entry

    get broader insight across all financial functions

    Seamless integration with Sage Intacct Cash Management, Inventory and Purchasing.

    Reports on vendors, ageing, or payments

    Quickly and easily slice and dice your data to get any view you need.

    Qmulus Solutions

    There’s no time

    like real-time for accounts payable

    With Sage Intacct accounts payable software, you can track and view payments, approvals, and reports—anytime, anywhere. See your accounts payable liabilities and vendor-ageing reports, and bill and check register reports across your business in real-time.

    Automate accounts payable

    and save thousands of hours

    With Sage Intacct’s accounts payable management software, your business saves thousands of hours—and hundreds of thousands of pounds—by automating manual accounts payable processes and eliminating inefficient workflows. Just point and click to configure approvals processes that work for your organisation.

    Sage Intacct Logo

    Stay agile with innovative features

    that are ready for anything

     

    Innovation is in our DNA and industry analysts have named Sage Intacct as a Visionary and a Leader. We deliver four major releases each year with an average of 50 new features per release for our customers. Some of our industry firsts include :

    ✓ Salesforce partner
    ✓ GuideStar board book
    ✓ Dynamic allocations
    ✓ Multi-entity consolidation in minutes, not hour

    Deep Accounting Capabilities Intacct

    Sage Intacct Logo

    lead analysis creatio marketing

    Keep your organisation agile

    with an open, configurable, cloud accounting solution that lets you easily share data and connect multiple solutions, including Salesforce).

    Your entire organisation can leverage intuitive systems that your teams around the world can learn and navigate efficiently. The Sage Intacct cloud-based platform handles :

    ✓ 100 million application requests per day
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    Problems and known errors

    Store all identified problems in the infrastructure and service processes in Creatio ITIL service. The system helps preventing recurring mass incidents and proactively informs customers about known errors.

    Watch Service Creatio overview 

    errors resolution

    Identification and classification

    Take advantage of the capability to automatically register a new problem right from the incident management process. You can define problem priority, type of service and configuration item.

    Problem diagnostics

    Analyse problem reasons and find solutions. The system allows you to assign agents to resolve the problem, as well as document the progress of the resolution process and possible workarounds. Plan your work on problem elimination through initiating changes in the infrastructure.

    Problem resolution and closure

    Always keep full descriptions for problems and known errors resolutions. Close related incidents and inform customers about the elimination of bottlenecks.

    Problem resolution history

    Manage a complete history of problem resolutions and monitor agents’ efficiency. The system provides timely information about resolution process, completed activities, communications and initiated changes.

    Analytics

    Make decisions about necessary changes in the infrastructure, based on advanced analysis of the problems and known errors database (KEDB). You can track services and CIs that triggered problems, as well as monitor frequency of detection of problems in the infrastructure.

    Interface customisation

    Take advantage of the extended capabilities for user interface customisation. Use System Designer to setup workplaces, show or hide system sections for different user roles, or personalise the application by adding company’s logo and applying your corporate colour scheme.

    Watch Services Creatio overview 

    creatio knowledge base


    system designer

    User customisation

    Customise Creatio customer service to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.

    Agile system localisation

    Leverage simplified localisation tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localise the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localise the system into any language.

    visual content designer

    Visual content designer

    Create contracts, eye-catching email templates for your mass mail campaigns or specifications by using the built-in content designer. The system offers a library of ready-to-use elements, as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. The system automatically optimises the way emails are displayed on different devices and through various email clients.

    idap integration

    Access rights administration

    In Creatio customer service you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

    LDAP Integration

    Use Active Directory credentials to access Creatio customer service. You do not have to remember different usernames and passwords, and the system administrator doesn’t have to manually add profiles for new employees to access the system.

    Mobile app customisation

    Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add or hide different system sections, as well as to personalise your mobile application.

    Web SSO Support

    Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralized user administration.

    Activity log

    The activity log keeps a record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.


    system designer

    Data import from/to Excel

    Employ a built-in utility for data import to and from Excel to quickly import or export data on accounts and contacts, list of users, product catalogue, documents and invoices into Creatio customer service.
     Watch a quick overview of Service Creatio

    MS Exchange integration

    Enjoy seamless integration with Microsoft Exchange that synchronises email, contacts, and tasks with a click of a mouse. Adjust the frequency of synchronisation (daily, hourly or more frequent) and always have all the relevant data on hand.

    interation and synchronisation


    service agreement database

    BPX integration and cloud telephony services

    Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers from any provider, and the possibility to connect an unlimited number of external lines allow for the delivery of all necessary calls directly from the system.

    Google Integration

    Keep the entire history of communications with the customer in the Creatio application, regardless of the mail provider. Send and receive email without leaving the application.

    Mail integration via IMAP / SMTP

    Keep the entire history of communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.

    Business Process Management

    Automate any internal process – from document approval to collaboration on complex projects involving multiple teams. Creatio provides a complete set of tools to effectively manage business processes, including process modelling, execution, monitoring and analysis. Take advantage of the industry best practices to ensure the maximum efficiency of business process management at your organization.

    Watch a quick Services Creatio overview

    process library

    DCM Processes

    Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

    Structured BPMN Processes

    Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.

    Process Library

    Automate any customer service processes – from case management to problem resolution. Best practice processes are already built in the system, but they also can be easily modified to fit any specific service model.

    Process monitoring and analytics

    Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualise data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.

    Knowledge base

    Accumulate the knowledge of your company in a unified knowledge base. By using knowledge base articles you will be able to resolve cases in a more timely manner, ensuring high quality of service for your clients and partners.

    knowledge management

    Article search

    When working on case resolution use advanced search capabilities of the knowledge base. Define article categories, keywords and tags, service types, most popular solutions and instructions.

    Learn more about CRM bundle


    creatio knowledge base management

    Watch Service Creatio overview 

    knowledge base management

    creatio knowledge base

    Knowledge base management

    Keep the knowledge base up-to-date. Enable your agents to rate articles, post comments and regularly update articles. Track all changes and updates, as well as the frequency of knowledge base usage.

    Creatio Unified Service Catalogue

    Create a unified database of services to facilitate the work of your service agents. An up-to-date and complete service catalogue will help you regulate service processes and offer clients services relevant to them.


    creatio knowledge base management

    Watch Service Creatio overview 

    service catalogue

    service catalogue analytics

    creatio knowledge base enterprise

    Service categories and priority management

    Manage service categories, setup service calendars and regulate resolution deadlines for each service. Identify the services with the highest priorities and track case histories for these services.

    Service catalogue analytics

    Constantly improve service quality based on deep analysis of your service catalogue. Keep track of new services added, identify the most popular services and monitor customer satisfaction level.

    Unified Case Database

    Accumulate all cases from your customers and partners in one section. You can classify the cases into different categories: incidents, service requests, advisory services and claims. The system also allows you to assign cases to agents and teams, regulate timelines for case resolution and manage communications during case resolution. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.

    unified case database

    service agreement database

    Best practice service processes

    Manage various types of cases with the help of out-of-the-box best practice processes in Creatio customer service. The processes guide agents though the most effective actions required to successfully resolve cases. The process triggers notifications and alerts, and enables control over case resolution deadlines.

    Case Registration

    The system allows for registering cases automatically from incoming emails or message from self-service portal. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.

    Tasks and calendar

    Manage your activities, calls and tasks easily with Creatio intelligent time management tools. You can add personal or group tasks that are linked to a specific assignment, contact or case. You can also synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. All notifications and reminders are displayed in the notification panel.

    Case history

    Manage the complete case history in Creatio customer service. Track case resolution activities, emails, calls, and knowledge base articles used for resolution.

    Find us on Facebook, Twitter or LinkedIn. Learn more about Creatio here.

    Analytics

    Take advantage of comprehensive dashboards to analyze the effectiveness of case resolution and service process efficiency. With Creatio customer service analytic tools, you can control customer satisfaction levels, percentage of overdue cases, and service staff efficiency.

    analytics

    Agent home

    Manage your daily tasks more effectively using a pre-configured single window interface. Agent home allows agents to easily manage request queues, perform bulk communications, share the information via ESN and monitor their own performance in a single window interface.

    Agent home

    contact centre agent home

    Supervisor's workplace

    Leverage extended capabilities of the supervisor’s workplace, which provides managers with full control over all inbound and outbound communications. Get a complete information on all agents’ activities, monitor and manage their workload, and take part in the request processing, if necessary.

    Queue Management

    Use queue management capabilities of Creatio contact centre to organize case processing, taking into account priorities and other parameters. Create different types of queues: dynamic, which are based on filters or static, which highlight certain contacts requiring attention; open queues, in which agent can see the entire list or blind queues, in which an operator can see the next contact, only when he picks the contact up from the queue. You can also remove cases from the queue if they no longer need resolution, as well as assign agents to process specific elements of the queue.

    Find us on Facebook, Twitter or LinkedIn. Learn more about Creatio here.

    Account and Contact Management

    Create a single database of all accounts and contacts you work with via Customer Centre Services Creatio. Use Creatio customer service to keep record of contact data, addresses with map view capability, service history, social media profiles, corporate relationship structures and the entire history of interactions. Build a 360-degree view of your customers to provide them better service.

    creatio knowledge base management

    Watch Sales Creatio overview 

    account and contact management

    Intelligent data enrichment

    Manage your CRM data faster and with minimal effort by leveraging automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.

    Customer segmentation

    Segment customers by various parameters to improve communications and build stronger relationships. Creatio customer service allows building custom segments by industry, revenue, service level, customer preferences or any other parameter you choose. Use dynamic segments, which are filled automatically based on the set parameters. For example, you can filter all the accounts, that you have not contacted for a month or more.

    Data enrichment trough social media

    Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.

    Search for and merge duplicates

    Identify and eliminate duplicate records in the system in order to manage your customer database more efficiently. When creating new records Creatio customer service automatically checks for duplicates. Alternatively you can perform a manual check or schedule the recurrent search for duplicate accounts and contacts.

    Service History

    Build relationships and customer service processes based on a complete history of your communications. Keep track of all the tasks, calls, messages and cases of each customer. Complete customer data at your fingertips is essential to ensure the best customer experience.

    Customer database analytics

    Control and improve customer service processes by analysing your customer database. Keep track of various indicators including number of requests by period /request frequency and most popular services. Adjust the dashboards according to your needs to get precise analytical data.

    Find us on Facebook, Twitter or LinkedIn. Learn more about Creatio here.

    Communication Panel

    Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.

    Sales Creatio

    Watch Sales Creatio overview 

    communication pannel

    communication panel customer centre

    Email

    Manage messages from all your email boxes in a single unified environment – Creatio customer service. Each email can be linked to the relevant account, case or other object. Integration with MS Exchange and Google enables you to merge all your email boxes and keep track of the correspondence in Creatio customer service.

    Calls

    Make and receive calls directly in the system. Access complete call history in the communication panel, set up quick dial to call your favourite contacts. Keep track of your calls and link them to relevant system objects in order to obtain a complete history of interactions with customers. Use these features to track key indicators on calls and evaluate performance of your service agents. To automate call management use out-of-the-box CTI connectors with Avaya, Cisco, CosmoCom, ZyXEL. What is more, the system enables free calls between all the users of the Creatio application. Leverage call recording capabilities to control the work of the sales reps. In addition, Creatio users can make calls and even video calls to other system users completely free of charge!

    Self-service portal

    Creatio offers all the necessary tools for your customer self-service portal: capabilities to report a case, monitor resolution process and provide instant feedback on the quality of service. Creatio customer portal helps your customers to keep up to date on company news and all services provided as well as find answers to their questions in the public knowledge base.

    Enterprise social network

    Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.

    Find us on Facebook, Twitter or LinkedIn. Learn more about Creatio here.

    Analytics

    Analyse productivity of service staff based on their tasks, emails and phone calls and track the dynamics of customer communications. You can also analyse a number of consultations per request or compare the average duration of consultations depending on service type and category of request. All graphs and dashboards are easily configurable, which helps to control and improve the service quality and enhance agents’ productivity.

    Customer Portal

    Make the case resolution process transparent to your customers through Customer Portal. It allows customers to manage their user accounts and profiles, and track progress of their case resolution. They can also quickly find relevant articles in the knowledge base to resolve cases without agents’ assistance, which will reduce the load on the Service Desk.

    customer portal

    service agreement database

    Communication pannels

    Use Creatio’s communication panel to make calls and receive messages directly in the system. When handling a call Service Creatio enterprise automatically displays the customer profile so you can instantly access critical data and provide more personalized service. The system also allows setting up the Quick Dial panel.

    Email

    Manage messages from multiple email boxes in a single unified environment – Service Creatio enterprise. Each email can be linked to the relevant account, case, service agreement or other object. Integration with MS Exchange and Google enables you to merge all your email boxes and keep track of the correspondence in Service Creatio enterprise.

    Calls

    Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Keep track of your calls and link them to relevant system objects in order to obtain a complete history of interactions with customers. Use these features to track key indicators on calls and evaluate performance of your service agents. To automate call management, use out-of-the-box CTI connectors with Avaya, Cisco, CosmoCom,or ZyXEL. What’s more, the system enables free calls between all the users of the Creatio application. Leverage call recording capabilities to control the work of the service agents. In addition, Creatio users can make calls and even video calls to other system users completely free of charge!

    Enterprise social network

    Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.

    Find us on Facebook, Twitter or LinkedIn. Learn more about Creatio here.

    Analytics

    Keep track of day-to-day operations and overall service performance with Creatio. Analyse agents’ productivity based on their tasks, emails and phone calls. All dashboards are easily configurable to track important indicators, such as the number of consultations per request or the average duration of consultations taking into account service type and service agreement.

    Account and contact management

    Keep all customer data in one place. Access a complete customer profile in the Service Creatio enterprise, including contact data, social profiles, history of interactions, cases submitted. Having a 360-degree customer view will help you build service strategy and improve your service delivery.
    Watch Services Creatio overview 

    service catalogue

    Intelligent data enrichment

    Manage your CRM data faster and with minimal effort by leveraging automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.

    Search and merge duplicates

    Identify and eliminate duplicate records in Service Creatio in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate accounts and contacts. Be sure you make the most of every interaction with customer.

    search and merge duplicates

    Segmentation

    Segment customers by multiple parameters to improve communication and build stronger relationships. Service Creatio allows building custom segments by industry, services and frequency of requests, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts that send their request more often.

    Customer database analytics

    Analyse your customer database to make data-driven decision in the continual service improvement process. Analyse customer base from different angles to quickly respond to changing customer needs. For example, identify services used by the greatest number of customers or customers who submit the greatest number of cases. Customise dashboards in the Service Creatio enterprise to always keep an eye on the key performance indicators.

    Service History

    Build relationships with customers based on a complete service history. Service Creatio enterprise keeps track of every interaction with the client, including tasks, calls and messages, cases submitted and resolved, services used and service level agreements.

    service agreement database

    Agent Management

    Manage your daily tasks more effectively using the pre-configured single window interface. The Agent Home allows agents to easily manage case queues, make multiuser communications, share the information via ESN and monitor their own performance in a single window.

    tasks management

    Watch Service Creatio overview  learn more about Creatio Bundle

    Supervisor's workplace

    Leverage extended capabilities of the supervisor’s workplace, which provides Service Desk managers with full control over all inbound and outbound communications. Get a complete information on all agents’ activities, monitor and manage their workload, and take part in the request processing, if necessary.

    Queue Management

    Use queue management capabilities of Creatio contact centre to organise case processing, taking into account priorities and other parameters. Create different types of queues: dynamic, which are based on filters or static, which highlight certain contacts requiring attention; open queues, in which agent can see the entire list or blind queues, in which an operator can see the next contact, only when he picks the contact up from the queue. You can also remove cases from the queue if they no longer need resolution, as well as assign agents to process specific elements of the queue.

    Business Process Management

    Automate any internal process – from document approval to collaboration on complex projects involving multiple teams. Creatio provides a complete set of tools to effectively manage business processes, including process modelling, execution, monitoring and analysis. Take advantage of the industry best practices to ensure the maximum efficiency of business process management at your organisation. 

    service catalogue

    service agreement database

    Watch a short video overview

    DCM Processes

    Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimised outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

    Structured BPMN processes

    Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.

    Out-of-the-box ITSM processes

    Take advantage of ITIL recommendations and process-driven ITSM approach to streamline services management and delivery. Pre-packaged best practice processes help to simplify daily routine and increase service efficiency – your service agents just need to follow clear guidelines for each step of the process.

    Process library

    Automate any internal processes – from service request fulfilment to problem diagnostics and resolution or change management. Embrace best practice ITSM processes that are already pre-built in the system, or modify them to fit your specific Service Desk model.

    Process monitoring and analytics

    Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different variables (owners, support lines, services, etc.). Visualise process data using Creatio dashboards, identify and eliminate bottlenecks in your processes with the help of easy-to-use process log.

    Unified Case Database

    Accumulate all cases from your customers and partners in one section of the system. You can classify the cases into different categories: incidents, service requests, advisory services. The system also allows you to assign agents and teams, regulate timelines for case resolution taking into account different time zones and manage communications during case resolution.
    Learn more about Service Creatio

    incidents-and-service-requests

    service agreement database

    incident closure

    Registration and Classification

    Instantly register new incidents by recording key information about a customer and incident details. The system allows registering incidents automatically from incoming emails or message from self-service portal. The first line agent will define incident priority, taking into account the urgency, impact level, service agreement, service type and connected CIs. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.

    Service Desk organisational structure

    Take advantage of the best practice model for the Service Desk organizational structure in Service Creatio enterprise. You can easily manage roles, define functions and authorities. Use pre-configured workplaces to improve agents’ productivity and facilitate their daily activities.

    Incident Registration and Resolution

    Run incident diagnostics, formalise resolution and provide information to customers. Use system data to draw conclusions as to whether the incident was a recurring mass phenomenon. A service agent can also search for similar incidents, registered problems or documented known errors. If needed, you can escalate the incident to a higher support line or supervisor. Manage a complete history of case processing. Track case details, tasks, sent emails, phone calls, and knowledge base articles used to resolve the case.

    Incident Closure

    Complete incident resolution process by formalising its results. Service Creatio enterprise automatically sends a request for customer feedback in order to evaluate the level of customer satisfaction and service quality.

    Out-of-the-box process for incident management

    Manage incidents using a pre-built best practice business process. The out-of-the-box process is fully compatible with ITIL recommendations and contains the right sequence of actions to help Service Desk agents resolve incidents most timely and with maximum efficiency. On each step of the process the system helps to control deadlines, prompts important notifications and useful tips. Advanced algorithms for calculating case resolution timeframes based on case priority, SLA or support package ensures flexibility and a personalized approach to handling every case.

    Analytics

    Analyse the efficiency of case resolution and identify bottlenecks using the pre-configured dashboards. Take control over your customer satisfaction rating, the percentage of overdue cases, work load of different service lines, etc.

    Release Management

    Store a complete information about planned and implemented releases in Service Creatio enterprise. The system helps to keep track of workloads, teams and deadlines associated with a release. You can specify the list of changes that should be included into a particular release and ensure their successful implementation.

    analytics release creatio

    services release

    Watch Service Creatio overview 

    release management

    Release history

    Manage history of releases with Service Creatio enterprise. The system allows for the gathering of data on all changes and problems identified in the course of implementation, as well as tracking the history of completed activities.

    Analytics

    Use comprehensive analytics in Service Creatio enterprise to track releases and monitor their quality. Setup analytics by services, get stats on successful and unsuccessful releases and problems eliminated in the course of release implementation. 

    Knowledge management

    Combine knowledge about all services, CIs and known errors in a unified knowledge base in Service Creatio enterprise. By using knowledge base articles, you will be able to close cases in the most timely manner and efficiently train Service Desk agents.

    creatio knowledge base management

    Watch Service Creatio overview 

    knowledge audit

    creatio knowledge base enterprise

    Knowledge audit

    Constantly audit your knowledge base and update its articles. The system’s features allow you to define the most popular articles, as well as rate and comment on records.

    Unified Service Catalogue

    Regardless of the complexity of your IT infrastructure and the size of your Service Desk, be certain you can store all services in a single unified environment of Service Creatio enterprise. A complete and up to date service catalogue will help you to regulate service processes and offer your customers subscriptions to different services.

    service catalogue

    service catalogue

    New service design

    Use the pre-built specifications to design new services in the catalogue. You can manage the technical characteristics and timeframes, appoint Service Desk engineers by their skills to handle appropriate cases, link configuration items and service agreements.

    History

    Use the service catalogue to manage complete service history. You can easily track cases, problems and known errors, service availability history and feedback from customers.

    New service operations

    Ensure quick launch of new service operations by simply adding them to the service packages of relevant service levels. Connect new services to valid service contracts and publish them on Customer portal.

    Analytics

    Work with services based on profound analysis of your service catalogue. Track the dynamics of new service operations, identify the most popular services and monitor customer satisfaction rates.

    Service Level Management

    Register in Creatio all types of service agreements needed to service your customers according to different service levels. You can formalise the terms of cooperation with both, customers (SLA) and Service Desk units (OLA).
    Watch Service Creatio overview

    service level management

    service agreement database

    Service agreement activiation

    Define all the necessary service parameters while activating new service agreement. You can also set up a calendar and indicate actual duration of the agreement. The system allows the defining of key service objects and services. In order to organise the work with external service providers (UC) the user can simply fill in information about a provider.

    History

    Manage service history with regards to service agreements. Store copies of signed agreements and track addendums. The system provides information about cases and problems in the context of different types of agreements.

    Analytics

    Analyse service agreements to evaluate the overall quality of service provided. Track customer feedback and current satisfaction rate, monitor service agreements violations using statistics on overdue cases.

    Change requests

    Plan all changes in Creatio ITIL service in order to eliminate known errors in the infrastructure and improve overall quality of IT services. The system allows you to keep a single list of change requests, manage priorities and supervise quality.

    Watch Services Creatio overview 

    change requests

    change management

    Registration and classification

    Register change request IDs, define categories and priority, establish connections with incidents, problems and CIs. Store information about team assignment for change implementation, and plan deadlines.

    Coordination and approval

    Manage change approvals and a list of resources which are authorized to approve different levels of change requests. Develop detailed change implementation plan, including stages and activities, assigned agents and estimated workload.

    Implementation

    Take control and ensure implementation of planned changes. Track factual workload, estimate quality of interim results, deadlines, potential risks and possible deviations from the plan.

    Analytics

    Analyse quantitative and qualitative process efficiency indicators. Track average workload per change, efficiency of change implementation and identified deviations. Setup the number of problems and incidents identified in the course of implementation of changes.

    analytics creatio enterprise services

    Configuration management database (CMDB)

    Run a single database of all company’s configuration items (CI) and service assets. Service Creatio enterprise helps to keep records on hardware, software, licenses, network components and documentation necessary for the seamless service provision.

    Watch Service Creatio video Overview

    analytics enterprise service creatio configuration

    service creatio management

    Configuration items registration

    History

    Manage a complete history of CI lifecycle. Track registered cases, location history, write-offs and removals from service.

    Analytics

    Take a snapshot of your CMDB, using the comprehensive analytics in Service Creatio enterprise. You can track the current status of the hardware and software, information updates on operational CIs, identify bottlenecks in infrastructure, etc.

    Create a single list of all CIs including detailed information about each item. In Service Creatio enterprise you can register inventory number, category and type, define model and indicate technical characteristics, run a list of colleagues and customers that use this particular CI. The system can also configure dependencies on other configuration items and a list of components.

    service enterprise

    Synchronisation and integration

    With Creatio Service Enterprise, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Service Creatio overview 

    synchronisation and integration to excel

    synchronise and integration

    Data import from/to Excel

    Employ a built-in utility for data migration to and from Excel to quickly import or export your accounts and contacts data, list of users, which can include information about both, customers and staff.

    MS Exchange integration

    Enjoy seamless integration with Microsoft Exchange to simplify the procedure of synchronising email, contacts, and tasks. Adjust the frequency of synchronisation (daily, hourly or more frequent) and always have all the relevant data on hand.

    PBX integration and cloud telephony services

    Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers from any provider, and the possibility to connect an unlimited number of external lines allow for the delivery of all necessary calls directly from the system.

    Google Integration

    Take advantage of a two-way integration with your Google account and synchronise emails, calendar and contacts. There is no more need for switching between applications to send email or manage your calendar.

    Mail integration via IMAP / SMTP

    Keep the entire history of electronic communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.

    Interface customisation

    Customise personal system interface. Use interface designer to indicate the sections available to certain user roles. You can also customise your system interface by adding company logo and changing colours to match your corporate style.

    Watch Service Creatio video overview

    ui customisation service creatio

    Learn more about Creatio

    Access rights administration

    In Marketing Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

    visual content designer

    User customisation

    Customise Creatio ITIL service taking into account the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The solution provides wizards and designers for objects, pages and processes. Use these features to change the data views or business logics without programming.

    Agile system localisation

    Leverage simplified localisation tools to support a multilingual environment at your organisation and combine several languages in a single Creatio interface. Improved user tools for system translation and multilingual support allows users to easily localise the system into any language by adding or removing specific languages.

    WebSSO support

    Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralised user administration.

    Activity log

    The activity log keeps the record of all critical data for the operations and allows to quickly retrieve information, or to understand the chronology of events in the system: what was done, by whom and when.

    LDAP integration

    Use Active Directory credentials to access the Service Creatio. You do not need to remember different usernames and passwords, and the system administrator does not need to manually add new employees’ profiles to access the system.

    Visual content designer

    Create eye-catching email templates for your bulk email campaigns in just a few minutes. The system offers a library of ready-to-use content blocks for emails so you can just upload an image and insert content, and the template is ready to be sent. In addition, the system offers a library of ready-to-use templates and optimizes the way emails are displayed on different devices and in various email clients.

    Access rights administration

    Easily manage access rights for users and groups in Creatio ITIL service. Grant or deny access to individual records or groups of records, and specify which sections are available to certain user roles.

    Platform Features

    Business process management

    100%
    Low-code/no-code configuration

    100%
    Analytics

    100%
    Collaboration tools

    100%

    creatio platform features

    creatio platform features

    AI and machine learning tools

    100%
    Mobile application

    100%
    Access and user management

    100%
    Development framework

    100%

    platform features

    Watch Sales Creatio overview  or learn more about Creatio

    UI- customisation

    Take advantage of the extended capabilities for user interface customisation. Go to the System Designer section if you need to setup workplaces, show/hide system sections for different user roles, or personalize the application by adding company’s logo or changing the colour according to the corporate style.

    Watch Marketing Creatio video overview

    ui customisation marketing creatio

    Learn more about Creatio

    user rolse creatio marketing

    Access rights administration

    In Marketing Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

    User customisation

    Customise Marketing Creatio to fit your unique business needs and requirements. Easily rearrange, add and remove lookups, data fields or entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.

    Agile system localisation

    Leverage simplified localisation tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localize the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localize the system into any language.

    Activity log

    The activity log keeps a record of all operations with critical data and allows quick retrieval of this information, as well as access to the entire chronology of events in the system: what was done, by whom and when.

    Tasks and calendar

    Plan your work, tasks and meetings in your calendar within Marketing Creatio. Create personal or group tasks linked to contacts, opportunities or documents. Synchronise your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in a notification panel.

    Watch Marketing Creatio video Overview

    tasks calendar marketing creatio

    E-mails

    Manage email from all your email boxes in a single unified environment – Marketing Creatio. Each email can be linked to the relevant account, opportunity, order or other object. Integration with MS Exchange and Google lets you merge all your email boxes and keep track of the correspondence in Marketing Creatio.

    knowledgebase marketing creatio

    creatio marketing

    Enterprise social network

    Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.

    Calls

    Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Access a complete call history via the communication panel to swiftly find the recently contacted customers. Leverage the call recording capabilities to control the sales reps’ performance and video-calls to boost the collaboration between team members. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge!

    Data enrichment trough social media

    Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.

    Dashboards

    Use Marketing Creatio to get a 360-degree view of the efficiency of your marketing activities. Obtain relevant statistics and indicators displayed as graphical charts, which can be easily configured according to your needs. Create lists of the most important information and track your results. You can analyse how many bulk emails have been sent throughout the week or compare the efficiency of different sales managers.

    Knowledge base

    Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can ‘like’ posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

    Business process management

    Automate any internal process – from document approval to collaboration on complex projects involving multiple teams. Creatio provides a complete set of tools to effectively manage business processes, including process modelling, execution, monitoring and analysis. Take advantage of the industry best practices to ensure the maximum efficiency of business process management at your organization.

    Watch Marketing Creatio video Overview

    socio demographic data marketing creatio

    Process monitoring and analytics

    DCM Processes

    Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimised outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

    process library creatio marketing

    Process Library

    Automate any internal processes – from document approval to complex projects involving multiple teams. Employ out-of-the-box best-practice processes, modify them or create new ones to fit the unique needs of your business.

    Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different elements (owners, branches, product lines, etc.). Visualize process data using custom dashboards, identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.

    Structured BPMN processes

    Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.

    Events

    Use Marketing Creatio to plan and manage all events: promotions, advertising campaigns, conferences, webinars and other off- and on-line activities. The system allows to track dates and locations, segment target audience based on required criteria, plan budget and assign team, as well as track responses connected to event.

    Watch Marketing Creatio video Overview

    events management marketing creatio

    analytics events

    Analytics on events

    Analyse your event-related activities with the help of easy-to-use pre-configured dashboards. Monitor campaign efficiencies and get a bigger picture through segmenting the audience by response.

    Bulk emails in just a few clicks

    Get literally endless communication opportunities with Marketing Creatio. Built-in integration with professional email service providers – Elastic and UniOne – allow for the sending emails to millions of recipients instantly. Extend the providers list with cloud email service connector. The system will also help set up the exact sending time and easily track response and engagement rates.

    Watch Marketing Creatio video Overview

    email marketing creatio

    Visual content designer

    Personalisation

    Personalise your communications with customers to increase sales. Start emails with a personal greeting and personalise email content using macros in Marketing Creatio.

    Click Stats

    Identify customer interests by analysing bulk email clicks. Leverage the click diagram in Marketing Creatio to identify the best time for communications with your audience. Use the click heat map to identify the most popular links in bulk emails and better understand your audience’s interests and needs.

    marketing creatio

    Communication management

    Increase the level of customer loyalty with help of built-in mechanisms to intelligently manage communications with customers. You can set limitations on the number of messages per day, week or month, and give customers the opportunity to manage their subscriptions – a set of topics they are interested in.

    Create eye-catching email templates for your bulk email campaigns in just a few minutes. Use the built-in WYSIWYG designer with a set of ready-to-use content blocks for emails. Just add your company logo and insert content and the template is ready to be sent. In addition, the system offers a library of ready-to-use templates and optimizes the way emails are displayed on different devices and through various email clients.

    Email Split testing

    Get the maximum response from your mass mail campaigns. Test several versions of emails with your target audience to determine which of them brings you more conversions. Marketing Creatio provides all the required stats to compare the results of the test so you can easily decide which template is more efficient.

    UTM codes tracking

    Get detailed analysis of customer activities on your website. Use UTM codes to analyse conversions and track the entire journey of those customers who come on your website from bulk emails.

    Bulk email analytics

    Manage the efficiency of your email campaigns with the help of marketing’s pre-configured dashboards and reports. Open rates will help you understand which topics are most interesting to different segments of subscribers. You can also enhance your emails through analysing such indicators, as: deliveries, open rate, hard and soft bounces, spam, unsubscribes, etc.

    Intuitive campaign designer

    Create efficient multichannel campaigns with Marketing Creatio. Plan campaigns using the simple visual campaign designer and define conditions for transitioning between campaign stages. The system allows for the setting up of criteria for target conversion rates and campaign completion. It also offers tools to monitor campaign progress in real-time.

    Trigger emails

    Maintain a constant dialogue with your prospects and gradually nurture them. Set up trigger emails based on lead behaviour on a website or other events, for example, a birthday, registration on a website, product comparison, abandoned shopping carts. Segment audiences by various criteria using smart filtering capabilities in Marketing Creatio and build up your communications with prospects that haven’t made any purchases for a while.

    creatio marketing email

    Lead nurturing campaigns

    Stimulate your prospects’ interest in your products or services through automated lead nurturing campaigns. Build multichannel campaigns of various complexity, considering prospects’ responses at each stage. Intelligently nurture your leads until they become sales-ready and convert into new opportunities for your business.

    Analytics

    Evaluate your marketing efficiency and optimise marketing campaigns using Creatio’s marketing analytical tools. Analyse campaigns by the number of generated leads and their conversions rates and obtain a 360-degree campaign view to identify bottlenecks. Target your efforts towards the most relevant audiences, channels and approaches.

    Lead management

    A unified interface for lead management-The system not only helps to track visitor behaviour on your website, but also enables you to identify lead generation channels and sources. All information is collected in the lead profiles and is also displayed in dashboard analytics. Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.

    Watch Marketing Creatio video Overview

    socio demographic data marketing creatio

    Lead qualification

    Leverage Marketing Creatio to better qualify leads. Check lead profile accuracy and search for duplicate leads. Connect leads to relevant accounts and enrich lead data with insightful intelligence that can be leveraged during sales follow up. Search for similar leads in the system to identify a prospect’s needs and make decisions when qualifying a lead.

    lead qualification marketing creatio

    Hand-off sales

    Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications in accordance with the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.

    Analytics on leads

    Approach prospects more intelligently with in-depth analysis of your leads. The end-to-end lead pipeline will help you assess conversion throughout the entire lead management process, from lead generation to hand-off to sales. Use the dashboards to analyse leads in different dimensions, such as the number and quality of new leads, conversion rates, most efficient lead generation channels, etc. All this helps to increase the conversion of prospects into opportunities and deals won!

    Website behaviour tracking

    Website behaviour tracking feature on your business site gathers information about pages visited, website paths and time spent on the site. When registering, all the information in the visitor’s cookie files is sent to Marketing Creatio and added to a lead’s profile.

    lead analysis creatio marketing

    Tracking lead sources

    The system not only helps to track visitor behaviour on your website, but also enables you to identify lead generation channels and sources. All information is collected in the lead profiles and is also displayed in dashboard analytics. Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.

    marketing creatio website behaviour tracking

    Watch a short Marketng Creatio overview

    Manage Customer Preferences

    Build custom target segments based on the data stored in the system, such as the history of orders and requests, responses, interests and needs. You can use filters to create dynamic groups of accounts and contacts or create static groups manually.
     
    Watch Marketing Creatio video Overview
    targeted audience creatio marketing
    targeting

    Work with targeted audience

    Add target audiences to bulk emails or events with the click of a mouse. Use quick filters to divide the audience by interest, role or other criteria and create dynamic folders for audience segments. Alternatively, create static folders and fill them manually. Build personalised campaigns for each segment. Easily generate leads and hand off only warm prospects to sales.

    Socio-demographic data

    Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
    Watch Marketing Creatio video Overview

    forecasting sales creatio

    Understanding customer needs and preferences

    Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences and creating new ones.

    History of customers’ events

    Use Marketing Creatio to track customers’ preferences and their buying behaviour: website browsing, history of quotes and orders, etc. Search and segment your database in many ways and increase the chances of transforming prospects into customers by building personalised communication strategies.

    Intelligent data enrichment

    Manage your CRM data faster and with minimal effort by leveraging automatic intelligent data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.

    Profile accuracy

    Manage the information completeness about your customers and their needs. Creatio enables you to add weights to each parameter in a customer profile and conveniently visualise the data.

    Data cleansing and merge duplicates

    Keep your customer database up-to-date and accurate. Easily import lists of leads, contact data or any other information from Excel files with just a few clicks. The system provides all the necessary tools for data cleansing and duplicate merging.

    Customer database analytics

    Analyse the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.

    Platform Features

    Business process management

    100%
    Low-code/no-code configuration

    100%
    Analytics

    100%
    Collaboration tools

    100%

    creatio platform features

    creatio platform features

    AI and machine learning tools

    100%
    Mobile application

    100%
    Access and user management

    100%
    Synchronisation and integration

    100%
    Development framework

    98%

    platform features

    Watch Sales Creatio overview  or learn more about Creatio

    System Designer

    System Designer enables you to customise Sales Creatio configuration with little to no coding involved. Extend the built-in functionality with add-ons, connectors, and vertical solutions from the Creatio Marketplace.

    ui customisation sales creatio
    Ui Customisation
    Take advantage of the extended capabilities for user interface customisation. Use the System designer to set up workplaces, show/hide system sections for different user roles, or personalise the application by adding company’s logo and applying your corporate colour scheme.
    Agile system localisation
    Leverage simplified localisation tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localise the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localise the system into any language.

    User Customisation

    Customise Sales Creatio to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.

    Mobile App Customisation

    Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add/hide different system sections and personalise your mobile application.

    LDAP integration

    LDAP Integration

    Use the Active Directory credentials to access Sales Creatio. You do not have to remember different usernames and passwords, and the system administrator doesn’t have to manually add profiles for new employees to access the system.

    Visual Content Designer

    Create contracts or eye-catching email templates within Creatio. The system offers a library of ready-to-use elements that can be used to create your documents as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. Moreover, the system automatically optimises the way emails are displayed on different devices and in various email clients.

    Access Rights Administration

    In Sales Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

    WebSSO support

    Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralised user administration.

    Activity Log

    The activity log keeps the record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.

    Synchronisation and Integration

    With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview 

    Excel synchronisation

    Data Import from/to Excel

    Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.

    MS Exchange integration

    Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

    Mail integration via IMAP/SMTP

    Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.

    PBX Integration and Cloud Telephony Services

    Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.

    Google Integrations

    Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

    sales creatio

    Knowledge management

    Creatio knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

    creatio knowledge base management

    Watch Sales Creatio overview 

    creatio knowledge base

    Knowledge base structure

    Segment articles in an extensive knowledge base to quickly find the most frequently used documents and assets. Adding tags (key words) and cross-linking the articles will make it even easier to find the record you need in the knowledge base.

    Creatio Mobile Sales- Accounts and Contacts

    Access all the critical information about your customers from any mobile device. You can easily work with accounts and contacts: add new ones, write SMS or make calls right from the mobile app.

    Contact Management
    sales pipeline creatio

    Opportunities

    Manage your opportunities no matter where you are! Track a history of each deal, clarify details and plan your further steps using Sales Creatio mobile app.

    Activities and Meetings

    Plan your activities, meetings or calls using a smartphone or tablet. Save all your presentations in the knowledge base and show them during a customer meeting right from your mobile device. Update and add contact, account and opportunity information to the system as a result of the meeting for future references.

    Leads

    Explore the prospect’s needs and preferences, track status of the lead in real time.

    Online and Offline Modes

    The app can be used in both online and offline mode. Whichever option you choose, the needed data will be always at your fingertips.

    Mobile Feed

    Use the Enterprise Social Network (ESN) on your smartphone or tablet to keep your fingers on the pulse of your business. Send messages linked to your contacts, accounts or activities. Share ideas and “like” and comment on any post in the feed.

    sales creatio

    Product Management- Unified Product Catalogue

    Regardless of the complexity and size of your product and service portfolio, be certain you can store them all in Sales Creatio. Integrate the catalogue with your ERP system to keep the data up to date and relevant. Watch Sales Creatio overview 

    product management sales creatio
    Product Management
    Product Selection
    Process orders in the all-in-one window for product selection. When placing an order check the item’s availability in stock, specify the number of items required and discuss each item with the customer.
    Product Attribute
    Easily group products based on custom or pre-defined product attributes, such as brand, category, etc. Specifying different attributes allows to structure and organize the product catalogue and easily select products that fit the client’s needs.

    Product Catalogue Management

    Maintain product catalogue hierarchy based on the structure of your product portfolio. Make sure sales reps also work with new and promotional items by placing them in the Favorites group of your product catalogue in Sales Creatio.

    Filtered Search

    Find the right products in the extensive catalogue in a matter of seconds using filtered search and navigation. This type of approach will be well-known to online shoppers and allows you to easily navigate Sales Creatio.

    Project Management

    Leverage Sales Creatio to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.

    project fulfillment
    Project Fulfilment
    Manage planned and actual workload, time and cost to calculate efficiency of projects. The system helps to identify the project cost overruns, as well as reminds you of the upcoming deadlines.
    Project Analysis
    Keep abreast of the project progress by analyzing and distributing workloads in real-time. Customize dashboards to monitor and analyse key project metrics.

    Watch a short video overview

    project management creatio sales

    Document flow automation

    Easily manage documents using Sales Creatio. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.

    Document database

    Document approval
    Creatio Sales
    Document approval
    Sales Creatio offers an automated document approval process. The system will notify the owner when the document is approved. You can also set up parallel or sequential approval flows, and the rules for approval delegation.
    documents
    Creatio Sales
    Document approval
    Sales Creatio offers an automated document approval process. The system will notify the owner when the document is approved. You can also set up parallel or sequential approval flows, and the rules for approval delegation.

    creatio document management

    Watch a short video overview

    Contract Management

    Easy contract management, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders. Watch a short video

    contract management
    Printable Forms
    Create print ready documents in a matter of seconds using standard templates in Sales Creatio. The system will automatically fill in all the required fields and can be easily edited if needed.
    Contract Approval
    Save time by automating contract approvals, following a step-by-step pre-defined process. The system will automatically notify the owner when the document is approved. You can also set up parallel or sequential approval flows, as well as rules for approval delegating.
    Analytics
    Analyse the dynamics of closing deals and identify bottlenecks using Sales Creatio analytics. The system provides statistical data for a selected period, and helps monitoring overdue contracts that require urgent reaction.

    Order List

    Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), and group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyse the effectiveness of the order processing.

    orders list
    orders and invoices
    Order History
    Keep track of the complete history of each order using Sales Creatio. The system allows you to keep track of the complete chronology of activities, documents and communications per each particular order. Even with a change of the contact person all the agreements and conditions will be stated in the order, and the customer will get excellent service.
    Supply and Payment Schedule
    Plan a schedule of supplies and payments according to the agreements made with the customer. You can create supply schedule templates, which are used in your company most often, and change them when necessary. The system allows to a group of products based on supplies, as well as issuing invoices and contracts according to the supply schedule.
    Order and Invoice Analytics
    Analyse orders and invoices by sales reps and customers. Track orders that are due for delivery and payment. Analytics will help to determine the bottlenecks in order processing and ensure timely order fulfilment.

    Single Window for Order Processing

    Run orders in Sales Creatio in a matter of minutes. A single window for order processing enables you to create an order using a ready-to-use template, choose the products to be added and invoice the client.

    single window for order processing

    Sales analytics

    Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales at each stage, identify the best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.

    Orders Processing from Website

    Configure automatic registration of orders from your website. Integrate Creatio with your website and process all orders in a single window of the CRM system.

    Order Approval

    Save time and approve orders following each step of the best practice process. Use built-in process to get approval from one person, or easily modify it according to your needs.

    Invoices

    Issue invoices using standard templates in Sales Creatio. The system will remind an owner when the payment date approaches, which allows better control over the payments.

    Field Force Management

    Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.

    Field force management
    field Sales rules

    Mobile Orders

    Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.

    Field Sales Rules

    Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.

    mobile orders
    sales creatio

    Learn more about Creatio Sales from a quick video overview 

    Lead generation

    Lead generation from Sales Creatio provides you with the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into a single database in just a few clicks. Let Sales Creatio automatically verify the data, create a new contact and guide you through the process of lead management.

    lead generation
    lead qualification

    Analytics on sales

    Approach prospects in a smart way with Creatio analytics tools for lead management. Use the dashboards to analyse statistics on leads, such as the number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into sales-ready opportunities.

    Watch a short video overview 

    Lead Qualification

    Thoroughly qualify each lead to save time by working only with sales-ready leads. Use Sales Creatio to merge lead duplicates, link a lead to the relevant account, and enrich lead data with insightful intelligence to prepare it for a sales follow-up. 

    Lead Distribution

    Once the qualification process is finished, it is important to assign leads to the right people and teams. Sales Creatio can help distribute the leads based on the prospect’s needs, profile (geography, industry, budget) as well as the current workload of telemarketing and inside sales teams. If the lead was not qualified for sales, it could be assigned to lead nurturing campaigns.

    Hand-off sales

    Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications following the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.

    Collaboration Tools- Communication Panel

    Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important events.

    contact managegement
    communication management
    Tasks and Calendar
    Plan your work, tasks and meetings in your calendar within Sales Creatio. Create personal or group tasks linked to contacts, opportunities or documents. Synchronise your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in the notification panel.
    E-mail
    Manage email from all your email boxes in a single unified environment – Sales Creatio. Each email can be linked to the relevant account, opportunity, order or other related object. Integration with MS Exchange and Google enable you to merge all of your email boxes and keep track of the correspondence in Sales Creatio.

    Calls

    Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Access the complete call history via the communication panel to swiftly find recently contacted customers. Leverage the call recording capabilities to control the sales reps’ performance and video-calls to boost collaboration between team members. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge!

    Analytics

    Keep track of day-to-day operations and overall business performance with Sales Creatio. Analyse employee productivity based on their tasks, emails and phone calls. All dashboards are easily customisable and track important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous period and many others.

    Enterprise Social Network

    Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.

    sales creatio

    360° customer view- account and contact management

    Account contact management builds a 360-degree view of your customers. Use Sales Creatio to keep a record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions.

    Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.

    Intelligent Data Enrichment
    Manage your CRM data faster and with minimal effort through the use of automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
    Customer Database Analytics
    Analyse your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables you to see your customer base under a different lens and identify the top customers that could fuel your company’s growth. Customise dashboards in Sales Creatio to keep an eye on the key performance indicators.
    Customer Segmentation
    Segment customers by multiple parameters to improve communication and build stronger relationships. Sales Creatio allows building custom segments by industry, revenue, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts which you have not contacted for one month.
    Search and Merge Duplicates
    Identify and eliminate duplicate records in Sales Creatio in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate accounts and contacts. Be sure you make the most of every interaction with customer.
    Interactions and Communication History
    Build relationships with customers based on a complete history of their communication patterns. Sales Creatio keeps track of every interaction with an account or contact, including meetings and calls, contracts, orders and invoices. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.
    Social-media Data Enrichment
    Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.

    Find us on LinkedIn, Facebook or Twitter

    Sales forecasting based on the variable criteria

    Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

    forecasting sales creatio

    Analyse progress to meet and exceed sales quota

    Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in Creatio. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure.

    With the help of Sales Creatio, managers can easily analyse sales reps efficiency and make the process of reaching sales goals transparent and clear.

     

    sales forecasting

    Watch a short overview video

    Opportunity tracking

    Opportunity management – the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyse their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.
    Watch video overview

    Opportunity tracking
    Sales Creatio opportunity
    Opportunity history
    For each opportunity regardless of its status track its complete history: activities, emails, quotes, feed discussions, files and notes. When analyzing you can return to any stage of the customer interaction based on the chronology of events.
    Out-of-the-box sales process
    The process is designed to disseminate best practices for extended sales cycles, thereby greatly increasing sales manager’s chances to successfully close a deal. Action dashboards guide users through the next steps that need to be accomplished in order to effectively manage opportunities at each stage of the pipeline and close deals faster.
    Sales initiation
    Convert leads into opportunities by defining executives, client’s budget, needs, and time for decision making. When creating a new opportunity the system automatically runs reference process to simplify the manager’s work.

    Qualification

    Analyse and specify your customers’ needs taking into account the information gathered with Sales Creatio. Opportunity page displays key indicators that can help assess probability of closure for each opportunity. Having analysed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.

    Presentation

    Choose the appropriate presentation from the digital library where all sales assets are stored. Identify decision-makers to focus your efforts on and ensure better results. The underlying process will remind you to send the meeting minutes upon completion of the presentation summarising all decisions and agreements that were made.

    sales pipeline creatio

    Sales analytics

    Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales at each stage, identify the best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.

    Develop and submit proposal

    Leverage valuable data collected throughout the negotiation process to effectively define the sales tactics. Prepare the proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.

    Contracting

    Close the deal by following the guidelines of the contracting stage. With the help of the reference process for document approval, you will easily pass the approval stage and have all the paperwork done for signing. Don’t forget to register your win in the system and get yourself on the leaderboard!

    Sales Pipeline

    Leverage the pipeline tool in the system to analyse the company’s performance at each opportunity stage, identify ‘bottlenecks’ in the opportunity conversion between the stages, evaluate pipeline integrity, and compare the pipelines by individual sales reps or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by sales reps.

    sales creatio

    Business Process Management

    Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.

    DCM processes

    Business process management

    Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.

    Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

    Watch a quick overview video

    Structured BPMN processes

    Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.

    A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.

    Out-of-the box sales processes

    Take advantage of industry best practices to improve team performance. 

    Out-of-the-box processes in Sales Creatio will help you to meet and exceed sales quotas, simplify your daily routine and increase customer loyalty – just follow clear guidelines for each step of the process.

    Process Library

    Automate any internal processes – from document approval to complex projects involving multiple teams.

    Employ out-of-the-box reference processes, modify them or create new ones to fit the unique needs of your business.

    Process monitoring and analytics

    Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).

    Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.

    Process monitoring and analytics
    creatio sales
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    Address

    What is Eque2 Construct solution?

    Is your Project making a profit? Are you over-spending?

    what is construction management software

    what is the best construction system accounting

    The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.

    Use Eque2 Construction to:

    ✓ Create and email Sales Valuations / Applications and Invoices

    ✓ Analyse your profit / budget and committed costs by client / project manager / project

    ✓ Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis

    ✓ Post sales and purchase transactions into your Sage accounts system simply by pressing one button

    ✓ Integrate Sage payroll with your timesheets for labour and post into your projects

     ✓In depth and detailed cost analysis against a project or phases / sections in a project

    Did you know that you can now link Eque2 Construction to Sage CRM?

    Ask us how?

    Designed for construction companies from £2m turnover to £200+m turnover, from 1 user to 100+ users

    what is construction management software

    ✓ Check spending against budgets

    ✓ Raise Purchase orders for suppliers and sub-contractors

    ✓ Record Delivery of materials on-site

    ✓ Record Purchase Invoices against deliveries and purchase orders

    ✓ Submit your CIS returns to HMRC

    ✓ Verify new sub-contractors on-line

    ✓ Control and report on both Sales and Sub Contractor Retentions

    Sounds interesting?

    Ask us for more information or a demonstration so we can show you just how much difference this system can make to your project management and analysis
    Get in Touch!

    Get in touch for more details or Try 30 days for Free

    +44 1789 332130






      Sign up for your free 30-day trial of Sage 200 Standard

      Get in touch!

      Qmulus have supported many different sectors of business in their move to Sage 200. Please contact us for any questions you may have about Sage 200 for Manufacturing. Sign up for your free 30-day trial of Sage 200 Standard

      what is the best manufacturing software in uk






        Book a Free Sage CRM Consultation

        Working on diverse projects and many years of experience of implementing Sage CRM solutions, Qmulus employees have broad expertise in many areas of requirements gathering, system design, software development and training. Find us on LinkedIn

        Get in touch!

        Sage CRM is highly flexible, and can be easily configured and customised to meet your specific business requirements. Easily extend your CRM software solution, so it continues grow with your changing business.

        CRM allows your staff to share vital customer information, handle complex processes by automating them. This improves effectiveness and ensures nothing is overlooked when dealing with customers or prospects.






          https://www.qmulus-solutions.com/wp-content/uploads/2021/02/Website-Pipeline-Overview.mp4

          Integration Pipeline – Sage CRM allows you to manage you sales pipelines both for individual users and across whole teams. Opportunities, Quotes and Orders can all be created and sent to prospects and customer all from the Sage CRM browser interface whilst allowing orders to be posted directly into your Sage Accounts solution at any time required.

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          Integration Calendar- Sage CRM allows you to view and managed all users calendars including phone calls, meetings and emails. Inbuilt integration also links to Microsoft 365 meaning any appointments or tasks added to users mobile phone or laptop automatically appear in CRM and vice versa. Find us on LinkedIn

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          Sage CRM can track you customer issues and call or email marketing campaigns directly against your customer and contact details. This allows you to use all the information you have against your customers to segment and target campaigns specifically to customers who, for example, have not bought a certain product in a few months. Find us on LinkedIn 

          Plan, execute and measure your campaigns!

          The more highly targeted your campaigns are, the more successful they will be!
          Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business. 

          Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!

          ✓ Total Campaign Management

          ✓ Lead Management

          ✓ List Management and Segmentation

          ✓ Sage E-marketing for Sage CRM*

          ✓ Keep in touch with customers with social CRM

          ✓ The Interactive Dashboard

          ✓ Reporting and Analysis

          ✓ Sage ERP Integration

          Learn more about ERP Integration!

          Integrating Sage CRM with your Sage ERP system allows marketing staff to leverage account information, enabling them to identify buying trends or suitable target segments!
          Qnect Integration

          Make the most of every sales opportunity!

          customer relations management system

          ✓ Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.

          ✓ Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.

          ✓ Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.

          ✓ Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360 degree view of the customer across front- and back-office departments.

          With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.

          ERP Integration

          With Sage CRM and Sage ERP integration, customer service staff have access to financial and transactional customer data in addition to CRM data for a true single view of the customer.
          Learn more about Qnect!
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          Sage CRM can track you customer issues and call or email marketing campaigns directly against your customer and contact details. This allows you to use all the information you have against your customers to segment and target campaigns specifically to customers who, for example, have not bought a certain product in a few months.

          What is Sage CRM?

          Sage CRM is used by over 12,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday.

          Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.

          Regardless of how, when or where customers, partners and prospects choose to interact with your business, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.

          One of the biggest benefits most realise when deploying CRM, comes from having all your business data accessed from a single location. Before CRM systems, customer data was spread out over office productivity suite documents, email, mobile phones and even paper notes!

          ✓ Storing all your critical data from all departments in a central location gives staff immediate access to the most recent information as and when they need it.

          Many aspects of CRM relies heavily on technology; however the strategies and processes of a good CRM system will collect, manage and link information about the customer with the goal of letting you market and sell services effectively.

          Did you Know you can Link Sage 200 and Sage CRM?

          Qnect 200 for Sage CRM is a realtime integration that links Sage CRM to Sage 200. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.
          Check out Qnect 200

          Be prepared for your Business Growth!

          Run Faster on Sage 200
          Don't let your system slow down over time!
          With the continuous addition of data, your Sage 50 system might become slower, causing delays in your process management.
          Enjoy a Massive Performance Increase with Sage 200
          Don't waste your resources on deficient processes
          Stay ahead of changing markets, legislation and customer demands via a tailored system streamlining your business processes to work effectively and efficiently at scale!
          Advanced Stock Control via Sage 200
          Stay On The Top Of Your Stock Levels
          Get accurate stock levels information using Allocated Stock, Free Stock and Stock on Purchase Order features. Know what stock you have available to sell and where it is!

          If this matches your business profile, you might want to consider Sage 200 now or in the future as it delivers a greater depth of functionality for more complex business and you can pay monthly, enabling you to get up and running quickly!

          Did you know we offer Free 20min Demo?

          Get a sneak peek of Sage 200in action!
          Start Now

          Add or remove modules

          and scale the number of users up or down to match the flexibility of your business.

          Financials
          ✓ Flexible accounting periods
          ✓ Flexible nominal code structure
          ✓ Automated statements, standing orders & direct debits
          ✓ Bank reconciliation
          ✓ Advanced multi-currency options
          Reporting
          ✓ Effectively analyse critical business information
          ✓ Easily build your own reports
          ✓ Benefit from greater Business Intelligence
          Workspaces
          ✓ Add and remove data fields
          ✓ Quickly filter and sort information using advanced filters that can be saved and shared with other users
          ✓ Save time as forms can be automatically populated with details of the item selected on the workspace
          ✓ Print workspaces data and related reports
          ✓ Change the layout and content of the workspaces using the Workspace Designer , so it fits to the way you work
          ✓ Access data remotely from external sources alongside your Sage 200 data on one screen
          Qmulus Solutions
          Sage Business Partner
          Commercials
          ✓ Managing your Supply Chain
          ✓ Managing your Stock
          ✓ Managing your Sales Orders
          Projects
          ✓ Project Accounting
          ✓ Gain a single view of your projects
          ✓ Multiple projects tracking based on time and materials, fixed price contracts or a combination of both
          BOM
          ✓ Improve business efficiency
          ✓ Save time and resources, with tools to standardise and streamline production scheduling
          ✓ Improve how you control your production processes
          ✓ Support assembly, repackaging of bulk items, resource planning, and scheduling work and materials

          Book a Free 30-day Demo

          Start your free 30-day trial of Sage 200 Standard!
          Start Now

          What is Sage 200?

          Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes. What is the difference between Sage 200 and Sage 50?

          sage 200 functionalities

          Sage 200 software helps you manage your finances, customers and business insight in one solution. It's designed to help you share data easily, work smarter and ensure your whole business works together efficiently as well as delivering real cost benefits to your business.

          ERP solutions don't just help the back office. Sage 200 solutions, for example, integrate with CRM as well as mobile sales and service solutions to improve customer service across the organisation.

          Qmulus offer a number other products that help you provide better customer service and insights throughout your organisation!

          make the right decisions Sage 200

          What is Sage 200?

          Read more about Sage 200 and its functionalities from our Blog!
          Read Now

          Book a Free Product Tour!

          Get in touch to book a Free Sage 200 Product Tour where you will explore the simple, smart and stress-free Sage 200 Features!

          Let's chat!






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            Sage CRM sales and pipeline management overview.

            Do you want to access various information from you Sage accounts solution via a web browser? Contact us for a 30 minute demo or discussion about how Sage CRM can help you work remotely.






              re you sure you backup all your critical data whether on a server or a user's computer? Contact us for a FREE session to review what you should be backup up on your devices.






                Data security both at your office and at employees homes is one of the most aspects of you business. Contact us for a free no obligation chat about your data security to see if there is any advice we can give you or any services we provide that may be able to help.






                  Digital workspaces are the door opener for productive employees

                  A modern workplace and flexible working time models improve the user experience and employee motivation. Rapid provision, freedom to choose the device, easy access to applications and data, and the ability to work anywhere and at any time increase your competitiveness and your attractiveness as an employer. Through the workspace in the browser, your employees can start a project on one device and continue it seamlessly on another device. The Hybrid Drive enables the secure exchange of documents with internal and external partners.

                  digital workspace

                  Feel free to contact us for an informal chat about how we might be able to help you access your software remotely to be able to support home or remote working.






                    Get in touch!

                    Sage for Construction utilises best of breed software to allow you to manage your construction business accurately. Feel free to contact us to have a chat about how it may be able to help you keep on top of your projects costs.

                    what is construction management software






                      Qmulus have supported many different sectors of business in their move to Sage 200. Please contact us for any questions you may have about Sage 200.






                        We are the Sage CRM experts who not only deliver great solutions for our own customers but also deliver services to Sage's direct customers and even train other Sage business partners own staff on how to deliver Sage CRM. If you have any Sage CRM questions, big or small, feel free to contact us for an informal chat about your requirements or issues.






                          If you want to find out more about our experience with running and electric car fleet or are just interesting in how we are trying to help the environment feel free to ask us any questions about it below!






                            Whether you ever buy something from us or not we always love to have a chat about IT issues and solutions. Feel free to drop us a question about any IT related issue and we would give you an honest and open answer regardless of whether it involves a product we can supply or not.






                              What’s Qnect Integration?

                              Qnect for Sage CRM is a real-time integration that links Sage CRM to various Sage accounts solutions.
                              It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.

                              Sage CRM is a browser based CRM solution from Sage that allows you to manage any business interaction with your prospects, customers or suppliers that do not need to reside within an accounts system. This can include storing details about phone calls, emails or meetings. As well as managing sales pipeline, opportunities, quotes and orders. Additionally, Sage CRM can be used to record and manage customer issues and marketing activities such as Mailchimp campaign and outbound calls.

                              By combining Sage CRM with Sage Accounts you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

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