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Sage 300 CRM – Creating a Quote or Order

Sage CRM users can create a Sage 300 Quote or Order within Sage CRM.  

Not only do they not require a Sage 300 license for this feature, but it means everything related to the transaction can easily be found. A profile of opportunity, any documents, any communications – and the Quotes and Orders all in the same location.

The Sage 300 integration has a lot going for it.  You can learn more on My CRM Manager’s Sage 300 page.

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Newport Theme for Sage CRM

My CRM Manager has a new UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights.  https://www.youtube.com/watch?v=5Y99OTpFSOw Changes with this theme –

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