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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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Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

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