The customization's made to your out-of-the-box CRM System will allow you to track tenants and long-term care residents.
With CRM for Service Providers, users can track opportunities, jobs, tasks and resources to improve workflow and efficiency.
BAASS has developed a customization that is suitable for Education and Non-For-Profit organizations to assist with tracking membership details.
BAASS developed the Project Management CRM integration which links your CRM data and Sage 300. This tool allows users to track and manage projects within CRM. You can now have a complete picture of your resources and how they are allocated across all projects.
Timesheet Tracking allows daily entries to be associated with the Company, Project and Case within CRM. Users can categorize time entries with billable, chargeable options and overwrite the time if needed.
Having outstanding invoices means your missing out on revenue - and bottom line no one wants that. Although the process of collecting and collating all the invoices can be a tedious process. This is where BAASS Sage Collect can come in.
With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.