Best CRM Software for Sage 200

Project and service management software designed for the mid-market. Looking for a project and service management solution that delivers better customer experiences and higher profitability. Free yourself from the burden of juggling multiple applications. TimeLinx PSM (Project and Service Management) and CRM, integrated with accounting, creates a single, seamless process from marketing to invoicing. TimeLinx PSM solutions are designed to provide transparency, access, and control across your entire customer lifecycle from lead management to project delivery. TimeLinx PSM applications connect departments to break down information silos while providing detailed reporting through your ERP system by transforming it from a single function application into a complete project and service management tool. Your entire organization gains permission-based access to comprehensive information and data, eliminating silos between departments and increasing overall efficiency.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Skynamo is the only all-in-1 Field Sales Software for manufacturers, wholesalers and distributors. It enables reps to accurately prioritize their account visits, plan their route and day in the most efficient and effective way possible, seamlessly recall and track all client communications, and streamline onsite information gathering and order submission. For management, they gain insight into where their reps are spending their time, what roadblocks are being faced in the field so they can coach around them, and what is leading to success in the field so they can spread that to the entire team. Skynamo sits on top of your accounting, inventory, or ERP solution to provide the sales team with a solution tailored to their day-to-day.

SupplyMover is the only CRM, e-commerce, and sales enablement suite built specifically for distributors. Manage and organize all of your operations in one, intuitive platform and gain access to a suite of best-in-class tools built with unique industry processes in mind. SupplyMover gives you everything you need to see, understand, and organize your data in seconds. Get AI-powered suggested selling recommendations, an online shopping portal, customer and product management, analytics, workflow automations, automated lead management, and more. Design and build the perfect workspace for every distribution industry and role with SupplyMover’s cutting-edge features.

CMap eliminates all those headache-inducing spreadsheets and disconnected software packages. Instead, you’ll have all of that data and functionality in an accessible, unified system. Professional services companies are unique. You don’t have career sales people responsible for new business. Instead, you have individuals with a background in delivery who are busy with a thousand other things. Approaches to job costing vary wildly in professional services. Architects, accountants, consultants, agencies all quote differently. The problem with most resourcing software isn’t the initial set-up of resourcing data: it’s keeping on top of the changes. Timesheet and expenses data automatically drives live budget vs. actuals for all projects, giving you up-to-the-minute feedback on how your projects are performing.