CRM

In the past, accounting systems stored a wealth of information related to customers, suppliers, inventory and so on. However this information was often limited to accounting data only, that is the numbers. Traditionally termed "CRM' or "Contact Management", Sage Pastel Evolution CRM is core to the Sage Pastel Evolution system's functionality. Sage Pastel CRM has taken the concept of traditional Contact Management much further by weaving it into the very fabric of the Evolution accounting system, thus elevating accounting software to its next logical state allowing you to not only capture numbers, but also what we refer to as business activities.

Activity data is then integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides the ability to control not only your financial situation but your relationships with customers, suppliers, employees etc.

Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage Pastel CRM. CRM will track all Incidents to their conclusion or until they are closed off. The Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.

There are two versions of Evolution CRM:

• Evolution CRM Basic contains basic incident tracking.
• The full version, Evolution CRM Premium contains more advanced features.

Evolution CRM Basic is available as part of the core module, while Evolution CRM Premium needs to be purchased as an add-on module or stand-alone.