Sage CRM Contract Manager

The CRM Contract Manager will enable you to optimize the lifetime value of your business relationships by centralizing, standardizing and systemizing the entire contract lifecycle, from creation through expiration or renewal. Creates any number of customized documents based on your contract information.

Contract lifecycle management

document management

Key Features

Document management

The Document Management Facility provides the ability to create any number of customized documents based on your contract information, including contracts, deal letters, transmittal letters, summaries, abstracts, event letters, and much more. By using pre-drawn, pre-approved clause and term libraries, you can significantly reduce contract administration time.

 

Clause library

The Clause Library contains preferred and approved alternate language clauses. The Clause Library can then be referenced when creating contract documents and clauses can be imported into the contract document you are generating.

Notifications and alerts

By establishing rules for workflow processes, you can be assured that the proper approvals, notifications and alerts go into effect for every contract at precisely the right time and involve precisely the right people. Any lapse in a given workflow process is immediately flagged for resolution.

 

Repository – contract template library

Any type of contract can be captured, managed, and analyzed. Included in the product is an audit trail which records each contract revision, the person who made the change, and each time the contract was printed, faxed, or emailed.

Sage crm notifications and alerts

Sage crm contract viewer

Contract viewer

The Contract Viewer allows real time access to key contract data. All information is available on line via the web interface and searchable by user-defined keywords.

 

Integration & customization

Like all our products for Sage CRM, Contract Manager is completely customizable and can be configured to suit the needs of the business.

Report function

Using the Reports Function, any number of custom reports can created such as: status reports, financial commitments, deliverable commitments. Export options include: Word, PDF, HTML, rich text, plain text, or Excel. Reports can also be generated for one contract or a group of contracts derived from the search feature or from all contracts – and always within the security rights defined for the user. All information in the reports can be configured to using contract terminology that a business user easily identifies with.

 

For more information on Greytrix Sage CRM Contract Manager, write to us at crmproducts@greytrix.com

sage crm report function

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