Signature in SageCRM

By | March 11, 2016

Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps.

New Stuff: Enable Workflow Capability to an existing Entity

Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every service, provided to Customers. It becomes easy to track the records in case of any discrepancies or just to check up and track the services provided. Till date it was maintained on paper. But Paper is very difficult to manage and keep track of. Storage and Maintenance also takes up lot of efforts.

So now a day’s delivery and service providers take the feedback and acknowledgments electronically, since many businesses are “Going Green”.

It becomes easy to keep the records from the costs, to product, to services provided, and who and when they provided the services to. Synchronizing makes it further easier to access everything at one location, even if it is updated at field level.

Taking acknowledgment in signature form, helps in building better customer experiences. It also Improves Customer Engagement with E-Signatures with the Companies and Service Providers. Usually some service industries using Sage CRM enters the records manually such as feedback and acknowledgment from customers.

However, Greytrix has integrated Sage CRM with the devices like electronic signature pads, palm tops, tabs and mobile devices to get the electronic signatures of customers and store them against the customer’s records.

In Sage CRM we can capture the signature as shown in below screenshot and display it in any kind of Custom Screens required by user.

This is achieved by the method “Base 64 Decode/Encode” where in the signature is converted to an image format and stored in the CRM.
SignatureThis is very effective to maintain accuracy of the service provided. And makes easy to store data hassle free. There are many ways in which it can be achieved, below is an example of how it can be achieved in one way. Now a days many business using CRM are option for the same, where the service providers synchronize there the records on the go which saves time and cost.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.