Sage CRM Contract Manager Is Compatible With Sage CRM 2020

By | November 30, 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Contract Manager will helps you to store and manage all the contracts with significant details like Contract Title, Supplier Contract, Contract Duration, Contract Cost, Start Date, End Date, etc. That’s the reason many clients and organizations use Sage CRM Contract Manager to manage their contracts with different Clauses.

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Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Contract Manager compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Contract Manager,

Clauses:
The Clause Library contains preferred and approved alternate language clauses. There are some predefine clauses are available in the contract manager. Users can add new clauses as per their business requirements. Also, there is the ability to add or remove multiple clauses for a single contract. 

Contract Workflow:
Contract workflow helps users to update the contract state as per their business process as well as notify the managers for approval. There are some workflow actions like ‘Editing Complete’ and ‘Draft 1 Manager Approve’ sends an email to the contract manager and supplier with details for review. All the sent emails are saved in contract communication also all the details are save in the tracking tab. Also, users can modify the contract workflow easily as per their business requirements.

Contract Documents:
Users can easily add all the documents related to contracts in the document tab. Ex. Deal letters, Contract sign papers, etc.  Also, the most impressive functionality is users can create a contract document or contract summary using the dedicated document buttons on the contract summary.

Reports:
As we know report is one of the most useful functionality. So there are contract reports available using that user can easily create customize Contract reports also there are some pre configure contract reports.

This how an contract manager helps or assist to manage all contract and documents with the help of predefined modules in it.

Hope this helps!

About Us

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

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

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