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Liaison CRM 6.0
Having the right information when you need it is crucial to providing the best in customer care. Liaison CRM for Sage PFW ERP takes the guesswork out of this important element of business. Empower your entire organization with the ability to communicate from one common platform. Store and access critical financial, sales and marketing information from within one application. Accounts Receivable and Collections can now share the same information with Customer Service, Sales, and Marketing departments building a solid team aimed at customer care.

Sales and Customer Service will have access to real-time order entry, order history and inventory information without toggling over to Sage PFW ERP. Two clicks of the mouse and the customer has their answer, 'yes the order shipped yesterday". Liaison CRM was engineered to keep customer records in Liaison in-sync with customer records in Sage PFW ERP. When a company name or address is changed in either system, the corresponding fields are automatically updated in the other system. This unique bi-directional design keeps Liaison and Sage PFW ERP.
Liaison CRM and Liaison Unispan works will all versions of Sage PFW, Platinum for DOS, and BatchMaster from 4.6 through the current release.
Liaison CRM main window
Liaison CRM is the most efficient Customer Relationship Management system for users of PFW on the market. Loaded with power, fast, easy to use icons, and a streamlined interface, end-users are up and working within 15 minutes of training.

Liaison CRM has been completely integrated into Liaison Messenger and vice versa to complete the perfect Customer Relationship Management system for your organization
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Don't bog down your salespeople, customer service, and collections personnel with complicated CRMs with tons of windows and screens that they'll never need. Don't confuse complicated with powerful...

  1. Maintain Chronological date & time stamped notes on company and contact records
  2. Links with Microsoft Office for Microsoft Outlook Calendar integrations and Word mail-merges
  3. Opportunity Management allows you to track and monitor leads, quotes, proposals and with detailed "pipeline" reports, closure probabilities, revenue opportunities, etc.
  4. Attach important files and documents like .pdf ,.xls,  .doc to customer and prospect records for quick one-click retrieval.
  5. Link companies with other company  records to maintain parent-child, reseller-customer, dealer-jobber relationships.
  6. Create unlimited user-defined forms and fields for maximum data collection capabilities.
  7. Unlimited size notepads
  8. Directly integrated to Liaison Messenger FORM to retrieve, print, reprint all business forms as well as desktop faxing and emailing.

Liaison Unispan Link
Accounting Information has never been so accessible. Live, bi-directional synchronization between Sage PFW ERP and Liaison CRM allows you to turn prospects into customers, update credit info and more without entering PFW. 

  1. Retrieve and generate real-time Aging Reports
  2. Look-up open orders including Line Item detail
  3. Drill-down into customer's entire order history and AR transaction history
  4. Access real-time inventory, location, on-order, committed,  serial-lot, and transaction movements details.
  5. Liaison Messenger FORM integration provides Reprint and Desktop Faxing and Emailing of" AR Statements, Order acknowledgements, Invoices, and Credit Memos/
  6. Produce Open Order and History Reports and spreadsheets
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