TaiRox

Available for $2,395 + $600 per year TaiRox CRM and Collections provides sales, marketing and collections features, integrated into the Sage 300 desktop and stored in a Sage 300 company database. There is no complicated licensing scheme. Sage 300 LanPaks are all that's needed. Manage CRM Sales Pipelines, Support Cases and Collections. PDF Brochure – Video

*New* Customer Aging: There is now an Order By option. You can display customer aging details by Total. Picture - Video.

*New* An auto-refresh feature is added to the Dashboard, Tasks and Cases screens. Picture - Video.

*New* Overdue Payment Reminders now support National Accounts. Picture - Video.

"The TaiRox team continues to knock it out of the park by developing great new products that enhance the performance and functionality of Sage 300. Our customers who have TaiRox products installed love them!" Kelly Hummel, Net@Work.

"Two of our clients with the largest number of AR invoices per month have chosen to purchase Tairox Collections. Each of these customers have more than 500 to 600 overdue payment reminders as a nightly scheduled task. The product has been rock-solid. TaiRox support has been outstanding: answering feature questions, helping with go-live planning and assisting with environmental issues." Scott McMillian, Advanced Applications. Show complete quote.

Manage CRM Sales Pipelines and Support Cases

•	Assess sales performance. Display the sales pipeline in source currency or functional currency using Sage 300 exchange rates. Display charts in fiscal periods or fiscal quarters as well as by week or month. View a Sales Activity Report to see the opportunities, quotes, orders and communications that salespeople have entered in a user-supplied time period. Watch: https://vimeo.com/604958624
•	Link opportunities to Sage 300 quotes and orders. Launch the Sage 300 order entry window directly from CRM to create a new quote or order from an opportunity. Link any number of existing Sage 300 quotes and orders to an opportunity.
•	View opportunities and support cases on a dashboard. The dashboard shows a concise list organized by revisit date. Assign salespeople to multiple Sage 300 customer territories and the dashboard entries will be filtered by territory. Watch: https://vimeo.com/604976266
•	Send Bulk Email to Prospects or Customers. Integrate with providers such as MailChimp and SendGrid to send broad marketing campaigns to prospects (requires a provider account). For customers with an existing business relationship, send newsletters and promotions quickly and simply using your own mail server. See: Picture Watch: https://vimeo.com/853080301
•	Promote a prospect company to a customer without data Loss. All CRM company data is field-level identical to A/R customer data - that includes sortable, searchable optional fields that are displayed in company grids. Watch: https://vimeo.com/604960088
•	Searches like an internet search engine. The resulting data is one click away. Watch: https://vimeo.com/604959418
•	See an audit trail of changes. See every change to every field for every opportunity and case. Watch: https://vimeo.com/604961050
•	Handle special opportunities efficiently. Copy a recurring opportunity with a few mouse clicks. Create an opportunity for multiple customers in a single step.
•	Link contacts to their social media accounts. Store links to a contact's Facebook, LinkedIn, Twitter and other social media pages. See up-to-date data maintained by the contacts themselves.

Collections Features

•	Overdue Payment Reminders: Email stage-specific reminders or generate phone call tasks for customers with overdue accounts. Opt out customers or add customer-specific grace periods. Nicely formatted HTML emails are sent to multiple customer contacts, and include a current account summary. Phone call tasks are included on users' dashboards. See: Picture Watch: https://vimeo.com/604986255
•	Customer Aging: See an aged trial balance on screen, with more information, in less than a second. A flags column marks customers with unapplied cash, disputed invoices and promised payments. Use enhanced filtering and sorting options. Flip from a customer-centric view to a document-centric view with one click. See: Picture Watch: https://vimeo.com/605003090
•	Send Invoices: Bulk send A/R Invoices, O/E Invoices, and CR/DR Notes. Store a record of sent emails as a communication. Send Invoices will run interactively or can be driven by the Scheduler program (included with Collections). See: Picture Watch: https://vimeo.com/675594034
•	Resend (ad-hoc) Documents: When a customer is stalling payment by asking for more details, select any collections related accounting documents from one screen: A/R Invoices, A/R Receipts, A/R Statements; O/E Orders, O/E Invoices, and O/E Credit/Debit Notes. Drag and drop additional files into the communication tab and send the email to multiple contacts. See: Picture Watch: https://vimeo.com/605016839
•	Dashboard: The date-oriented dashboard shows phone call tasks, promised payments, disputed invoices and tracked invoices. A revisit date ensures that items will appear on a user's dashboard until closed. See daily, weekly, monthly or yearly views. See assigned-to-you or assigned-to-your-team items. See: Picture Watch: https://vimeo.com/604976266
•	Promised Payments: Record the date promised, amount promised, and amount paid. A revisit date is required. Link one or more invoices related to the promise. See: Picture Watch: https://vimeo.com/605008276
•	Disputed Invoices: Record the amount in dispute. A revisit date is required. Link any number of files or notes to the dispute. See: Picture Watch: https://vimeo.com/605006489
•	Tracked Invoices: Track important invoices as soon as they are created (before they are overdue or disputed). Link any number of files or notes to the invoice. See: Picture Watch: https://vimeo.com/605818798
•	Payment Due Alerts: Nicely formatted HTML emails are sent to multiple customer contacts before their invoices are due. The alerts list all unpaid - but not overdue - customer invoices. See: Picture Watch: https://vimeo.com/604999626
•	Collections Performance: See trend lines in the Average Days to Pay, Average Days Overdue, and Collections Effectiveness Index charts. Review details and totals in the Disputed Invoices and Promised Payments reports. See: Picture Watch: https://vimeo.com/604958624

Scheduler

Scale up! Send hundreds of invoices, overdue payment reminders and payment due alerts overnight by scheduling a Windows Task. Picture - User Guide

*New* You can now exclude sending overdue payment reminders to customers with a credit balance.

Platform Requirements

•	Sage 300 2018 to 2025: A single executable program works with these platforms.
•	.NET Framework 4.7.2 or higher is required.
•	Visual C++ 2013 Redistributable (x86) - 12.0.30501 or higher is required.
•	Technisoft Service Manager 71A (2024): some previous versions will work, but are untested.
•	Detailed Platform Requirements

More Technical Details

Archived Distribution 2014-2017

Implementation Guide. A step-by-step method for CRM implementation.

CRM Object Model. A resource for programmers and report writers.