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ClientLogix™ blends portfolio accounting & client relationship data in a centralized repository to create a business intelligence platform for financial services. Finally, a single solution to address the entire client & portfolio lifecycle.
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Sage SalesLogix
Versions:
7.5
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Price Contact Partner 0.0000
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ClientRep™ automatically creates professional client statements, meeting presentations & management reports that enable you to provide customized reports for each client, presenting a consistent company image that will leave a lasting impression.
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Sage SalesLogix
Versions:
7.5
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Price Conact Partner 0.0000
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dbLinkUp increases productivity by allowing users to view critical QuickBooks data from ACT!, eliminates double-data entry by synching ACT! & QuickBooks contacts & allows users to view QuickBooks Estimates, Invoices & Bills from ACT!
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Sage ACT!
Versions:
2011 (13.0)
2010 (12.0)
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Basic 129
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dbLinkUp increases productivity by allowing users to view critical QuickBooks data from ACT!, eliminates double-data entry by synching ACT! & QuickBooks contacts & allows users to view QuickBooks Estimates, Invoices & Bills from ACT!
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Sage ACT!
Versions:
2011 (13.0)
2010 (12.0)
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Basic with 1-Year Upgrade $172
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dbLinkUp increases productivity by allowing users to view critical QuickBooks data from ACT! & eliminates double-data entry by synching ACT! & QuickBooks contacts. The Pro version allows users to view ALL QuickBooks transactions from ACT!
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Sage ACT!
Versions:
2011 (13.0)
2010 (12.0)
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Pro $199
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dbLinkUp increases productivity by allowing users to view critical QuickBooks data from ACT! & eliminates double-data entry by synching ACT! & QuickBooks contacts. The Pro version allows users to view ALL QuickBooks transactions from ACT!
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Sage ACT!
Versions:
2011 (13.0)
2010 (12.0)
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Pro with 1-Year Upgrade Protection $265
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Combining Sage SalesLogix and Eventix Enrollment allows you to store all your Account, Contact, Opportunity, and Enrollment information in one place.
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Sage SalesLogix
Versions:
7.2
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Price Contact Partner
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Transfer payroll data to general ledger and/or job/project costing or fund accounting systems via intelligent preparation of batches from payroll history, full audit reporting, in the specific outputs needed by the receiving system.
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Sage Abra HRMS
Versions:
Abra Suite 9.0
Abra Suite 7.8
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Call BAS Variable by Version
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The CRM Log Wizard automates the use of the Log files in CRM whereby they can be automatically uploaded into the CRM system,
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SageCRM
Versions:
6.1
6.0
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Server License Server License
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OAK!Merge Advanced is a data import and update utility that provides field-by-field Merging of Data into ACT! Adds, Updates, Skips, or Deletes records. Advanced version also adds Opportunities and Activities; plus it reads Excel/ACCESS data.
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Sage ACT!
Versions:
2011 (13.0)
2010 (12.0)
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Advanced 399.00
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