CRM Contract Manager

Gain full control over contract lifecycles with Sage CRM

 

The CRM Contract Manager will enable you to optimize the lifetime value of your business relationships by centralizing, standardizing and systemizing the entire contract lifecycle, from creation through expiration or renewal. Creates any number of customized documents based on your contract information.

What's New?

  •  German & French Market Support
  •  Mail Merge Improvements - Mail Merge engine no longer requires MS Office automation on the server (improved performance, 64-bit support)
  •  Integration with the improved chart technology introduced in Sage CRM 7.1
 

Other Features

  •  Document Management Functionality
  •  Notification & Alerts
  •  Contract Template Library
  •  Contract Viewer
  •  Security & Permissions
  •  Dashboards
  •  Reports
 
(click on any image to enlarge)

The Contract Viewer allows real time access to key contract data. All information is searchable by user-defined keywords.

The Clause Library which contains preferred and approved alternate language clauses. The Clause Library can then be referenced when creating contract documents and clauses can be imported into the contract document you are generating.

Screenshot of a Clause Library. You can also add and modify new clauses, depending on workflows entered in the system.

Comprehensive Security Profiles which allow access and security levels at the table, group and field level.

Using the Reports Function, any number of custom reports can created such as: status reports, financial commitments, deliverable commitments. Export options include: Word, PDF, HTML, rich text, plain text, or Excel. Reports can also be generated for one contract or a group of contracts derived from the search feature or from all contracts – and always within the security rights defined for the user. All information in the reports can be configured to using contract terminology that a business user easily identifies with.

The dashboard provides a convenient launch point for all of your favorite activities within the system, and automatically displays the information that needs to be in the centre of your radar each day. Each user can have their own individual dashboard, or you can have a team dashboard, you can display contract status, open tasks, searching, and reports (spending patterns, expiry dates etc). The dashboard can also include a calendar and individual alerts for expiring contracts and task deadlines.

Any type of contract can be captured, managed, and analyzed. Included in the repository is an audit trail which records each contract revision, the person who made the change, and each time the contract was printed, faxed, or emailed.