CRM Solutions

If you are not giving quick information and good customer service to your clients then the chances are someone else will only be to happy to take them over.

PDiCRM for Sage 50cloud Pastel Partner is a fully integrated application that links directly to your Pastel Partner companies. View and maintain your customer, supplier and prospect information directly within PDiCRM. Create multiple tasks linked to definable tasks that can include triggers to send emails or even post information to Slack channels, recurring events. Create sales opportunities with multiple different document layouts based on your business requirements, create tasks and follow-ups. Convert completed sales opportunities into Pastel Partner Sales orders or invoices all from a single click. View all your customer and supplier document history and reprint documents if required.

All this from a single application that links directly to the Sage 50cloud Pastel Partner company data, no import or export of Pastel data, it is all live.


*additional terms & conditions may apply. 

 

PDI Spirit CRM4Web only

 

 

PDI Spirit Desktop only

 

 

PDI Spirit CRM4Web & Desktop

 

Online 

Pervasive Database

Pervasive Database

Unlimited *

Unlimited *

Unlimited *

From R1983.75 per year

From R2869.25 per year

From R3967.50 per year

Direct link to Sage Pastel Xpress & Partner

Direct link to Sage Pastel Xpress & Partner

Direct link to Sage Pastel Xpress & Partner


Product Demo Required