* DIRECT LINKS TO YOUR ACCOUNTING SYSTEM*
- Riata CRM links directly to the data in your accounting system. The information is shared seamlessly between the two applications.
- The Sales Tab shows you a complete listing of all Bids, Orders and Invoices and items sold from the accounting system
- With the click of your mouse, Bids, Sales Orders, and Invoices can be instantly viewed, printed, faxed or emailed.
- Enter bids and orders in Riata and they are immediately entered into your accounting system (for ALERE and Sage Pro ERP).
- The sales link provides real-time sales information such as, account balance, credit limit, open orders, period / year to date sales.
Everything you need is right at your fingertips. You get all of your customers’ essential information in a fully customizable, incredibly flexible interface with all contact history and sales information just a click away. Use Riata CRM as a stand alone contact management solution or use the extraordinary links to TIW’s ALERE accounting system Sage Pro (including older versions of Pro Series), Vision Point, and Red Wing’s TurningPoint.
- Friendly, easy to use interface
- Instant contact and activity trails
- Powerful multi-field, multi-database searches
- One-click emails, letters and faxes
- Mass mailing, emailing and faxing
- Integration with Dymo printers
- Zip+4 Yahoo! Maps and Directions
- Complete integration with Microsoft Word and Outlook
- Dozens of reports and formats for efficient review and analysis
- Total freedom to travel and access your contacts, activities and sales with the unique Remote Synchronizer
- Ticket and Incident Tracking
- Free 30 Day fully functional trial!
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