Sage CRM Service integrates service management, contract management, document management, and engineer diary management into one system. It links to Sage accounting software for tracking client payments and generating invoices. The system allows customization of workflows, electronic signature capture, and automated marketing. Real-time updates and escalation rules help ensure fast job completion and improved client retention.

1. BENEFITS
SAGE CRM SERVICE
00 353 61 480980 info@dbcomp.ie www.dbcomp.ie
“Integrated Service Management”
Contract Management
E-mail Service Report
Record Before and After Images
Adjustable Workflow to Suit Process
Signature Capture on Electronic Service Forms
Document Management
Better Client Retention Resulting from Renewed Contract Workflow
Improved Cash Flow Resulting from Faster Billing
Automated Marketing Campaigns
Escalation Rules on Missed or Late Appointments
Fast reliable update on Job Completion
Engineer diary management
IT Support Services
Sage Business Solutions
HOW IT WORKS
SAGE CRM
SAGE
ACCOUNTS
SECURE
DATABASE
Link Sage50 and Sage 200 Accounts
Track Client Communication
Multiple Contract Templates
Track Client Payment
Direct Debit module for Sage Accounts
Service Management for Sage CRM | Manage your Service
Team | No Re-Entry of Data | Service Engineer Management |
Signature Capture | Comprehensive Contract Management |
Engineering Schedule | Notification via SMS or Email |
Real-Time View of Daily Visits | Invoice Generation | Improve
Cash Flow