Customer Management
Advanced technology assists you in the important task of managing and nurturing your business' interactions with customers and prospects. Sage Peachtree Quantum can help you organize, automate, and synchronize customer-related business processes, as well as reduce costs of marketing and customer service.
Customer Management Center
Save time by viewing the details you need all in one place to better manage and service your customers without missing a beat.
- Create a customizable dashboard view of your customers' information, such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items and services sold, and much more. Drill down to the detail and quickly take action, too.
- Save time by looking up customers quickly, based on their ID, phone number, or any of their contact information, and filter further based on date ranges. Utilize the Recent Selections link to quickly pull up customers you have already viewed.
- Easily export customer information to Microsoft Excel or PDF, or launch an email from the Customer Management Center.
Multiple Contacts1
- Store an unlimited number of customer contacts in Sage Peachtree Quantum!
- The new "Contacts" tab in the Customers screen allows you to keep track of many specific details you need to maintain your relationships for each of your customers.
- Track more details like contacts' titles, phone numbers, email address, and specify the ship-to addresses.
- A new Notes field allows you to track unique information about each contact, like shipping instructions.
Open Multiple Companies2
- Get your work done faster by being able to open and work in multiple companies within Sage Peachtree Quantum at the same time!
- Toggle between companies in just one click without closing your current company.
- Enter your user ID & password once and Sage Peachtree Quantum will remember it until you close the system.
ACT! Integration3
With Sage ACT! Link for Peachtree, customers can easily synchronize key data between their Sage Peachtree Quantum accounting solution and Sage ACT! contact and customer management solution.
Access customer information in an instant
With Sage ACT! Link for Peachtree and Sage ACT!, you'll have the details of your customers and vendors such as credit information, current balance, last invoice and payment, open quotes, sales orders, receipts, and more, right at your fingertips!
Sage ACT! Link for Peachtree is included with the purchase of Sage Peachtree Quantum.
With Sage ACT! for Sage Peachtree Quantum you can:
- Eliminate duplicate data entry to save time every day
- Keep customer information current in both systems automatically
- View real-time accounting summaries from within Sage ACT!
1 There is a maximum of 20 ship to addresses and 1 billing address per customer. Only 2 contacts per customer can be synced with Outlook.
2 When opening more than one company, performance is not impacted, however, you will experience reduced product functionality in those companies opened after the first one.
3 Internet access required. Must have a license for Sage ACT! 2009, 2010, or 2011.
