Riata CRM Sage Edition (Core) 9.2

Riata CRM Sage Edition (Core) is a customer relationship management solution designed to work alongside Sage accounting and ERP systems. It gives sales, service, and finance teams a shared, up-to-date view of customers and transactions, helping reduce duplicate data entry and speeding up quote-to-cash.

Key capabilities:

• Account, contact, and activity management with tasks, notes, and email/calendar capture
• Opportunity, pipeline, and forecasting tools with configurable stages
• Quote and deal management aligned with Sage product, pricing, and order workflows
• Insight into customer history, orders, and invoices from Sage within the CRM workspace
• Dashboards and reports for sales performance, pipeline health, and team productivity
• Role-based access, field configuration, and workflow automation to match your processes
• Data import, de-duplication, and integration options via API

Benefits:

• Unifies front-office and back-office data for a 360° customer view
• Improves sales efficiency and forecast accuracy
• Reduces errors by using consistent product and pricing information
• Enhances service quality with quick access to order and invoice details

The Core edition provides the essential foundation for teams running Sage who need a practical, configurable CRM today, with the flexibility to add advanced modules as requirements grow.

Riata CRM Sage Edition (Core) is developed by Data Developers Plus, Corp.. The most popular version of this product among our users is 9.2. The name of the program executable file is ApplianzClient.exe.

You can check Advanced Sage Password Recovery, Sage Report Designer Service Pack, PlanSwift for Sage and other related programs like Inaport at the "download" section.