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Articles published by our staff and partners.

Posted by Admin on 01/05/2016

TrustRadius rates Sage CRM

According to business software review company TrustRadius, Sage CRM is a top-rated customer relationship management product among mid-size companies (those with 51-1,000 employees) and small businesses (1-50 employees). Here is the report! Share it

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Posted by Admin on 01/05/2016

CRM events manager

Events manager extends the functionality of Sage CRM by allowing your organisation to organize and host events such as courses, seminars and large scale conferences. Key features include attendance and grouping, event workflow, budget management, membership, notifications and alerts, profile and sponsorship, reporting, web portal and avails itself for further customization. Share it

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Posted by Admin on 01/05/2016

Call centre

Many companies would like to have a simple professional call centre to serve their customers. Sage CRM comes with built in call centre functionality (i.e. CTI – Computer Telephony Integration). CRM CTI provides CTI-enabled users with telephony functionality from their desktops, via the Sage CRM interface. Users can select any hyperlinked telephone number in the read more…

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Posted by Admin on 01/05/2016

Announcing partnership with Interactive Brokers

GoalTech is featuring among the third party integration specialists for Interactive Brokers. GoalTech extended Sage 300 accounting system to automate the download, import and posting of trading data from Interactive Brokers. Goaltech has set up an automated process that runs after the end of day of Interactive Brokers to process transactions unattended by posting them into read more…

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Posted by Admin on 01/05/2016

RecXpress

Bank reconciliation is bookkeepers most cumbersome and tedious work. But it has to be done! It ensures that bookkeeping was done correctly, no transactions have been missed and there were no mistakes by the bank. And auditors will require fully reconciled bank accounts before they embark on their audit. There are companies that have many read more…

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