MobileX for Sage 300

CRM Together

About this app

Allow your sales team access Sage 300 information without having to open laptop and call the office.

Sage 300 Customers can now surface their Customer data (and more).

*** Key Benefits ***

-Visibility of Sage 300 data

-Bridges the gap between the Sales Team and Accounts

-Custom CRM layer incorporated to enable users to file emails and calls against customer records

*** Key Features ***

Search:

-AR Customers

-AR Customer Orders

-Invoices

-AR Customer Contacts

-AP Vendors

-Items

-Touchpoints

Within AR Customers view:

-Orders

-Invoices

-Contacts

-Touchpoints

-Notes

-Comments

-Payments

-Items Purchased Report

Within AP Vendors view:

-Details

-Contacts

-Touchpoints

-Notes

-Comments

Within Items view:

-Product details

-Stock Levels

-Stock locations/levels

Within Orders view:

-Details

-Line Items

-Touchpoints

Within Invoices view:

-Details

-Line Items

-Touchpoints

-Payments

You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.

New Prospects can also be created and Emails Filed and Call notes and SMS details logged.

What’s new

Update to comply with Android 15 (target ApI 35)