Sage ACCPAC

Document Library

Sage CRM Document Library provides a central repository for files from thank you letters to e-mail direct-marketing campaigns. Documents are contained in a central location giving an enterprise-wide reference site to materials sent to and received from customers. Sage CRM allows you to store white-papers, FAQs’, marketing materials, technical documents, quotes, pricing—whatever it is the team needs—in the Document Library for immediate access to support resources.

Send addressed invitations, thank you notes and letters to one or multiple contacts through the mail-merge feature. The Drag-and-Drop feature allows you
to drop documents from anywhere in your Windows® system directly into a client’s record, automatically logging a communication with a customer and placing the document in the library were it is accessible across your enterprise.