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Sage 300 (formerly Accpac)

"Enterprise Resource Planning" is a general term used to describe a system that allows you to organize and plan your financial and nonfinancial resources. This includes several areas of your organization: accounting, distribution or warehouse, and manufacturing. In recent years, ERP software solutions have evolved to also include sales, marketing, customer service, and business analytics—through business intelligence and real-time key performance indicator (KPI) dashboards. Sage 300 (formerly Sage ERP Accpac) delivers the best of both worlds, and provides you with the freedom to choose between on-premises and online deployment options. Both will help you interconnect and integrate processes from each functional area of your business securely and in real time, bringing front-office and back-office operations into alignment. This forms the basis of a "customer-centric" organization.

Slash the time and cost of traditionally complex accounting and financial management software processes and redirect those resources toward growing your business, or making your organization more efficient. Sage 300 accounting and financial management software integrates your sales and service functions for streamlined, end-to-end financial management. Powerful, flexible tools improve financial reporting and compliance and provide better business intelligence for a greater ROI. With Sage 300, you can make confident financial decisions based on solid, comprehensive data.

Sage 300 Overview Brochure | Applications Brochure | Financial Management Brochure |
Operations & Distribution Brochure  (More brochures can be found below)

Sage 300: The most widely used solution in Canada for SMB Companies

Sage 300 ERP (formerly known as Accpac) offers mature, proven functionality that automates financial management and business operations for streamlined, end-to-end financial management. Cost-effective, quick to implement, and simple to use, Sage 300 offers all the features you would expect from a powerful financial software solution, plus additional features well suited for companies that require detailed management of estimating, tracking, costing, and billing of their projects.

Sage 300 Video Gallery


Browse our gallery for screenshots and video of various features and functions.

What our customers are saying..


  • For us, CRM Systems walks on water.

    - CWR Environmental

  • We were and continue to be impressed with CRM Systems Group’s ability to take a unique and complex business model and develop an efficient set of integrated, cost-effective solutions that addressed all of our needs. In addition, the level of support post-development has been outstanding.

    - HAMS Marketing Services

  • CRM Systems has provided us a highly-flexible tool for both office staff and travelling sales reps to have the latest information available any time. This is critical in our industry as relationships are in a constant state of change; having the latest information can provide a significant competitive advantage.

    - Anonymous Client

  • We have a twelve year relationship with CRM Systems, and I don’t think I could run my business without the custom capabilities CRM Systems has created for us.
    Q: What would you say to anyone considering engaging CRM Systems Group?
    A: I would recommend it!

    - A Long-Term Client

  • The integration of Sage 300 and Sage CRM gives our remote users the ability to review the latest financial/credit summaries for our clients, significantly reducing our credit risk and giving them the ability to make smart, informed decisions on behalf of hams.

    - A CRM/ERP Integrated Client

  • We have experienced:
    • Increase sales productivity and real-time information
    • Improved communication and knowledge sharing with complete view of business Key Performance Indicators
    • Improve marketing campaigns with in-depth knowledge of customer purchasing habits
    • Increase efficiencies across all teams by integrating sales, marketing, customer service, finance, and operations information
    • Improve customer service by ensuring complete case resolution with built-in work flow
    • Reduce costs by eliminating duplication and ensuring data consistency

    - A Satisfied Customer!

  • Existing customer sales have increased because of the ability to track customer follow-up with Sage CRM

    - Happy Sales Manager

  • We experienced a dramatic improvement in communication, knowledge sharing and business analytics.

    - Anonymous CFO

  • The high customizability of Sage CRM and integration to our 3rd party ERP creates more powerful and automatic reporting.

    - Manufacturer

  • We experienced payback on our investment within the first year.

    - Anonymous CFO

  • Its really nice that with salesman turnover we did not skip a beat and could go to one place to get all the information for the new salesman to engage.

    - Human Resources Loves us!

  • We can now monitor sales activity to identify where we are winning and why and where we are losing.

    - A CRM Systems Enthusiast

  • Our remote salespeople have the latest information available to them while they are on-site with a customer. This allows them to provide an unprecedented level of service and gives the producer an opportunity to take advantage of changing markets in real time.

    - Executive

  • Sage CRM and Sage 300 has allowed us to increase efficiencies across our entire organization. From producer and processor contracts to risk management, settlements, bookings, online reporting and data retrieval the availability and accuracy of information is greatly enhanced.

    - HAMS Marketing Services

  • Our use of cases in Sage CRM has given us an enforceable workflow process that ensures that claims are authorized properly and dealt with in a timely, accurate manner.

    - Customer Service Enthusiast

  • The applications built for us by CRM Systems Group eliminated a multitude of redundancies and opportunities for human error. The amount of time we spend addressing errors after the fact has been reduced to virtually zero. This has improved the service to our clients as well as our costs.

    - Our Biggest Fans?

  • We are a producer owned co-operative. As such our owners are also our customers. They have been extremely happy with the improved products and services we have developed with the help of CRM Systems Group.

    - HAMS Marketing Services

Sage 300 ERP Modules

General Ledger

Put the robust feature set of the Sage 300 ERP General Ledger module to work for your business. The foundation of your accounting system, General Ledger fully integrates with all Sage 300 ERP modules to maximize the efficiency and accuracy of your financial information.

  • Configurable general ledger account setup allows adoption of unique processes and best practice
  • GAAP, FASB, and IFRS compliant, including full transaction threading from sub-modules for comprehensive data auditing
  • Easily manage up to ten different account segments and store up to 99 years of financial history for detailed financial reporting
  • Built-in financial report writer makes creating income summaries, balance sheets, and cash flow statements a breeze
  • Built-in business intelligence optimizes financial management and analytics

Accounts Payable

Sage 300 ERP Accounts Payable software provides your business with a powerful library of accounting and reporting features that facilitate rapid entry of vendor invoices, flexible cash disbursement and full check reconciliation using Bank Services.

  • Prioritize payments, negotiate terms, reduce bad debts, and keep 1099 and Contract Payment Reporting System (CPRS) for vendors all in a timely manner
  • Manage cash flow and forecast cash expectations
  • Set up and schedule recurring payables for invoices paid on regular basis
  • Calculate tax for vendor invoices
  • Generate and print system checks for current payables

Download the Sage 300 AP Spec Sheet

Accounts Receivable

Sage 300 ERP Accounts Receivable software improves your AR management to stay on top of important customer information, track outstanding balances, easily apply cash to outstanding invoices and schedule recurring charges for faster invoicing.

  • View real-time data, including current balances, recent activities and transaction details for each customer account
  • Create summary of detailed invoices
  • Create adjustment batches automatically
  • Generate and send statements and invoices

Download the Sage 300 AR Spec Sheet

Multicurrency Manager

Pounds. Pesos. Dollars. Yen. Euros. No matter in what currency you trade, Multicurrency Manager can support it and empower your company for global enterprise. This module is highly flexible, efficient, and takes you beyond the basics, giving you the business insights you need to maximize your international opportunities across the globe.

  • Comply with global standards
  • Powerful flexibility
  • Seamless connectivity
  • Automated efficiency
  • Comprehensive reports and inquiries

Download the Sage 300 ERP Multicurrency Manager brochure

Intercompany Transactions

The Intercompany Transactions module simplifies and significantly reduces the amount of work required to record General Ledger and Accounts Payable transactions across multiple companies. Using this module, you can automatically distribute your transactions to the appropriate companies and corresponding intercompany loan accounts based on relationships you define.

  • Automatically make loan account entries for intercompany transactions and distribute invoices to as many General Ledger accounts as required
  • Enter transaction references and descriptions to provide a detailed audit trail for reconciliation purposes
  • Handle tax computations for expensed, allocated, or recoverable taxes.
  • Print an intercompany loan account reconciliation report to identify errors between companies.

G/L Consolidations

The G/L Consolidations module lets you transfer and merge General Ledger account and transaction information between separate company and branch office locations. It is also designed to enable subsidiaries and holding companies to run across different networks and accounting databases. G/L Consolidations allows your company to define the level of detail to consolidate and provides a comprehensive audit trail. The system is available in two versions: a full version for the head office and a remote-sites version for branch offices.
•Consolidate all accounts or a partial set of accounts using the automatic balancing account
•Use mapping tables to combine general ledger amounts for companies with different fiscal years, fiscal periods, and even different account structures
•Merge multiple subsidiary accounts into a single holding company account
•Specify a description for account balances or net change transactions

System Manager with Bank Book Reconciliation

To make effective decisions in today’s fast-moving business climate, you need accurate, up-to-date information on your company’s cash position, as well as reliable projections of future cash balances.

The System Manager module in Sage 300 ERP comes equipped with comprehensive bank reconciliation functionality, which enables you to quickly and accurately reconcile all of your bank accounts, as well as perform bank transactions with pinpoint accuracy. Bank reconciliation is built into the System Manager, providing seamless connectivity to all sub-modules to help you better track your cash position, so you can make insightful and timely decisions for your business.

Active Planner

Take control of the budget process and bring strategic insight to business planning. Sage Active Planner is an enterprise-wide, purpose-built budgeting and planning application that empowers you to make strategic, more informed business decisions using “bottom up” and “top down” budgeting and “what if” analysis. It makes the budgeting and planning process faster and easier, encourages collaboration across all lines of business, and ties budgeting activities to organizational performance.

Sage 300: Request More Information
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ERP Only

$40
basic investment, per month, per user
Expandable to any # of users
Unlimited years of history
10+ GL Account Segments
GL, AR, AP Modules
Concurrent user license
Electronic Payroll available
Excel-based financial statements
Available AP&AR EFT/ACH Payments
Easy to learn and use

We have become experts in CRM and ERP by implementing them many times. Let us help you be successful.

About Us

CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

We are experts at what we do.

Contact us today for more information.

Contact CRM Systems

CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

       
  • Toll Free (Sales): +1 888-344-2652
  • United States (General): +1 619-956-9189
  • Canada (General): +1 204-480-9772
  • sales@crmsystems.com
  • http://www.crmsystems.com

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