| TaiRox CRM and Collections |
Available for $2,595 + $650 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. *Pricing effective October 1, 2026.
More: PDF Brochure – Video – Demo Guide |
| New: Support is added for Sage 300 2027. |
| New: Overnight Scheduling: Send overdue payment reminders, payment due alerts, invoices and statements. Automatically close disputed invoices, tracked invoices and promised payments. Run a fast data integrity check. See: Picture |
| New: Tasks and Cases: When you change an assignment, you can send an email to the newly assigned user.The email body is determined from a template, which is configurable. See: Picture |
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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.
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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.
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| Manage CRM Sales Pipelines and Support Cases |
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| • | 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. See: Video | | • | 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. See: Picture – Video | | • | 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 – Video | | • | 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.See: Video |
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| • | Searches like an internet search engine.
The resulting data is one click away. See: Video | | • | See an audit trail of changes.
See every change to every field for every opportunity and case.
See: Video | | • | 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. |
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| Collections Features |
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| • | 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 – Video | | • | 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 – Video Read: Memo | | • | 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 – Video | | • | 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 – Video | | • | 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 – Video |
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| • | 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 – Video | | • | Disputed Invoices: Record the amount in dispute.
A revisit date is required.
Link any number of files or notes to the dispute. See: Picture – Video | | • | 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 – Video | | • | 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 – Video | | • | 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 – Video |
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| Scheduler |
| Scale up! Send hundreds of invoices, statements, overdue payment reminders and payment due alerts overnight
by scheduling a Windows Task. Automatically close disputed invoices, tracked invoices and promised payments.
Run a fast data integrity check. See: Picture – User Guide |
| Platform Requirements |
| • | Sage 300 2018 to 2027: A single executable program works with these platforms. | | • | .NET Framework 4.7.2 or higher is required. | | • | Visual C++ 2015 Redistributable (x86) - 14.0.23026 or higher is required. | | • | Detailed Platform Requirements |
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| More Technical Details |
| Archived Distribution 2014-2017 |
| Implementation Guide A step-by-step method for Collections implementation. |
| CRM Object Model A step-by-step method for Collections implementation. |
