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Liaison CRM
Certified Solution
Liaison CRM is a contact management solution that seamlessly integrates into Sage PFW ERP giving your company "Real-Time" information relating to customer order, sales, billing, aging and payment history all without entering Sage PFW ERP
Compatible With: Sage PFW, Versions 5.5 , 5.6
Created by:

Level 1 $2,595.00

DetailsProduct SpecificationReviewsAdditional Documents

Liaison CRM is a customer relationship management solution that seamlessly integrates into Sage PFW ERP giving your company "Real-Time" information from Sage PFW ERP. Liaison CRM offers the following benefits:

  • Pull up customer's billing and payment history with opening up SagePFW.
  • View customer profiles with data from Sage PFW with one mouse click.
  • Look up open orders including line item detail without going into Sage PFW.
  • Generate real time aging reports.
  • Review sales history by product.
  • Streamline your credit and collection procedures.

Live bi-directional Synchronization
Our unique synchronization between Sage PFW and Liaison CRM allows you to turn prospects into customers, update name, address and credit info, all without entering Sage PFW ERP.

Document Management
Maintain links between company records and important documents with Liaison CRM's attachment capabilities. Link, launch, and maintain any OLE compliant document directly to any company record.

Opportunity Management (Pipeline reports)
Track and monitor future sales. Manage salespeople and departments with detailed "pipeline" reports sorted and filtered by Items, Revenue Opportunities, Closure Probabilities, Lead Sources, etc…

Access Real-Time Inventory Information
View, retrieve, and print any Inventory Item master, location, kitting, and transaction file from within one screen without ever opening Sage PFW ERP.

Industries: Non-Industry Specific

Business Needs: Contact Management