Sage CRM users can create a Sage 300 Quote or Order within Sage CRM.  

Not only do they not require a Sage 300 license for this feature, but it means everything related to the transaction can easily be found. A profile of opportunity, any documents, any communications – and the Quotes and Orders all in the same location.

The Sage 300 integration has a lot going for it.  You can learn more on My CRM Manager’s Sage 300 page.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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