SYNC Accounting is very simple software which extracts full sales history of every customer to web pages easily accessible by any authorised member of staff using a web browser. Copies are made of each credit note and invoice as pdf documents which can be emailed to colleagues and customers as part of your everyday business processes.
Our customers use SYNC Accounting for a variety of purposes. Customer service teams benefit from accessing customer history and emailing copies of sales documents to customers. Accounting departments can coordinate debt chasing activities with account managers and other staff. Salespeople can view customer history before visiting customers or quoting for repeat business. Advanced use includes emailing of invoices to customers as part of workflow for the fulfilment of orders and SYNC is a great start for a customer web portal.
There are endless possibilities and we provide examples on integration with Microsoft Office and Outlook and securing the system so that only authorised staff can access customer information.
SYNC Accounting is currently available for Sage Line 50, Sage 200, and Sage Instant Accounting with a special version integrating with Microsoft CRM. Please contact us on 0845 3010 444 to arrange a demonstration.