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Sage
Sage CRM Addons Brochure
Brochure:
Brochure: Sage CRM Contract Manager
Contract
Contract Management in Sage CRM
Sage
Sage CRM Business Manager
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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.

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Key Features of Sage CRM Contract Manager

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.

document management
Sage crm notifications and alerts

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.

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.

Sage crm contract viewer
sage crm report function

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 Sage CRM Contract Manager, write to us at crmproducts@greytrix.com

Download

  • Trial Greytrix Contract Manager (compatible with Sage CRM v7.0 – v2020)

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  • United States of America
  • Address : 1390 Market Street, Suite 200
    San Francisco, CA 94102, USA.
    Toll Free : 1 888 221 6661
    E-mail : us.sales@greytrix.com

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  • Address : LONDON, 20 Garrick Street,

    London WC2E 9AX.
    Toll Free : 0800 032 2374
    E-mail : uk.sales@greytrix.com

  • India
  • Address : DEVELOPMENT CENTRE B301, 3rd Floor,

    Everest Nivara Infotech Park, MIDC, Turbhe,

    Navi Mumbai - 400 705.
    Tel : 022 6768 7800
    E-mail : na.sales@greytrix.com
    For Career : job@greytrix.com

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