• Seamless integration with other Sage software – no re-keying of existing client data
• Communication tracking – with central view to show staff or team communications
• Reporting tools giving access to all data within the applications, exportable to Excel
• Pre-packaged letter templates and Microsoft Word mail merge
• One-stop view of client details and relationships with other prospects
• Fully flexible time and fees application allows you to set staff and rates policies

Plan and control your business using a range of tools. Make strategic plans, identify trends and trading patterns to inform your decision making. Manage your planning from analysis to future budgets.

Whether users are in the office or working remotely, your employees can file timesheets and record expenses. These reports allow managers to monitor and report time spent on projects and associated expenses, to oversee where the company is investing time and where there is a need for additional staff to complete a job. With the use of these applications, web users can access time sheets and expenses, giving you a complete set of tools for managing projects, employees and contractor inputs and costs.

Sage SPS can be stored centrally, in an accessible and secure location, to keep client information available to all employees.

Share data with other Sage products and transfer client information consistently, accurately and quickly thanks to its seamless integration between the different parts of the product.

Present data, graphs and charts that bring the trends in your business to life. Users can work simultaneously across a number of elements from within their workspace, to surface any data in the system and present it in a customised screen prepared for a specific user; add and remove data fields, prepare summary reports, and view them wherever you are via laptops or mobile devices.

Customer relationship management (CRM) is a complete sales and marketing management tool. Enabling you to effectively manage all client information in one place, view contact details, communication and all transaction history that enable you to run market research and sales campaigns at the touch of a button.

Manage your sales team, and monitor activity in an easy to use and efficient manner. Add new clients and users to the system as your business grows with ease.

Communications, reporting, letter- managed using the tools you are already familiar with writing and task monitoring can all be kept under control.

Stay on top of your client billing with a flexible and complete view of job types and create invoices in seconds. A flexible complete view of the job types including grouping and filtering, based on period, type, status allows you to open and edit entries directly from the ledger which offers:

• A highly flexible allocation process; can be as simple or as detailed as required.
• Multiple methods of summarising job type.
• Ability to allocate profit/loss at summary levels or against individual job items.

Produce reports that can be customised to show the data that you want to analyse. As well as standard key metrics such as profit and loss; cost centre and sales by each client every month. Sage offers a means of generating reports quickly and consistently, as well as letters and invoice templates for all clients of the entire company.

Sage provides complete supply chain management. Track every aspect of purchase orders and stock control, from order placement to the settlement of invoices. On the sales aspect, you can manage orders and initial enquiries through stock checking, and sales document production and successful dispatch.

This tool allows you to manage specific projects and customer and supplier relationships in as much detail as required. You can manage costs, progress, income and profitability. Project managers gain full control of their projects, ordering stock, initiating transactions, monitoring progress and billing clients.