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 *This price is effective May 1, 2024.

*New* One or more invoices can now be linked to Promised Payments. Picture.

*New* A drag and drop ability is added for communications and documents.

*New* The Scheduler program will now send out (unprinted) invoices with the body controlled by a template.

*New* French language email templates based on Customer's preferred language setting in CRM and Collections.

*New* Close Invoices will close Disputed and Tracked invoices that have been paid in A/R.

"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.

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 relationiship, 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 opportunitiy 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.

Scheduler

*New* A Scheduler program is added so that sending reminders and alerts can be automated.

Scheduler - Picture - User Guide

Manage Collections from the Sage 300 Desktop

•	Manage overdue payment reminders to improve cash flow. Email stage-specific overdue payment reminders and generate phone call tasks for customers with overdue accounts. The program skips on-hold invoices, lets you include invoices as attachments, sends emails to multiple company contacts, and lets you opt out customers or add customer-specific grace periods. Email bodies include either an Overdue Invoices or an Account Summary table. Scheduled collections phone call tasks appear on users' dashboards. Watch: https://vimeo.com/604986255
•	Speed collections with payment due alerts. Send payment reminder emails to company contacts before their invoices are due. Payment due emails list all unpaid - but not overdue - customer invoices in each email. The program lets you attach due invoices as PDF files, and sends emails to multiple company contacts. Watch: https://vimeo.com/604999626
•	See an enhanced, lightning-fast aged trial balance. See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices. Create a collections case on the spot or drill down to an existing case. Flip from a customer-centric view to a document-centric view with one click. Don't wait for a printing process when you can see the same information on screen in less than a second. Watch: https://vimeo.com/605003090
•	Record and manage disputed invoices. Record all disputed invoices and include revisit dates so disputed invoices will appear on users' dashboards. Optionally assign to a specific person. Watch: https://vimeo.com/605006489
•	Track promised payments. Record date promised, amount promised and amount paid. Include a revisit date so that the promised payments will appear on users' dashboards. Watch: https://vimeo.com/605008276
•	Track all invoices. Attach notes and documents to invoices before they become overdue or disputed. When the status of an invoice changes, the notes are right there. Watch: https://vimeo.com/605818798
•	Assess 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.
•	Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email folders. Find the company using internet-like search capabilities. Click on Send Documents to resend invoices to customers as PDF attachments. Drag and drop additional files into the communication and send the email to multiple contacts. Watch: https://vimeo.com/605016839
•	View collections cases in a dashboard. The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://vimeo.com/604976266
•	Bulk send invoices, statements and letters. Store a record of sent emails as a communication. Find and view the emails quickly using internet searching capabilities. Watch: https://vimeo.com/605018210 A new send invoices program emails A/R Invoices, O/E Invoices, and CR/DR Notes in one operation with flexible selection criteria. Watch: https://vimeo.com/675594034
•	Integrate with your calendar. Turn on the option to send calendar attachments by email to Sage 300 users whenever a case or task changes. Watch: https://vimeo.com/604980928

Platform Requirements

•	Sage 300 2018 to 2024: 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.
•	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.