BTerrell Group Blog

How SageCRM Can Benefit Accounting Departments

Posted by Meredith Gooch on Thu, Apr 30, 2009

Let me count the ways…


  1. Gives non-accounting users (even those in remote locations) access to information stored in A/P vendor and A/R vendor records, including contacts, addresses, phone numbers, account numbers, and even invoices.
  2. Empowers salespeople who participate in the overdue invoice collection process using the CRM Accounts Receivable Collection Tool.
  3. Maintains vendor and customer contract information, with emailed notifications before expiration dates.
  4. Sets up a workflow for authorization of expenditures with email notification.
  5. Records IT support incidents and resolutions while building a self-help knowledgebase in the process.

SageCRM can do this and much more! For further information, Click Here or call us at (214) 647-2611.

- Chris Firra, Sr. Consultant

Tags: CRM, SageCRM, A/R, AP, accounts payable, Accounts Receivable, collection tool