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Dakin Flathers – CRM System

Dakin Flathers - CRM System Bespoke CRM system that is integrates with Sage Line 50.

A Sage-integrated and fully-automated program for handling invoices, sales orders, products, and customers. This product includes a number of customisation features enabling administrators to limit access to certain users based on their position, the customers they deal with most, or even their locality.

  • Sage Line 50
  • Scalable
  • Accessible
  • Management Reporting
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The Project

Dakin-Flathers wanted a system to integrate with their accounts package to quickly, reliably, and securely create sales orders, invoices, credit notes, and to track stock for their entire company.

The solution had to be fast, intuitive, simple and powerful. Full integration with Sage Line 50 was essential to track this information from one central location, rather than the need to move between programs to achieve one goal.

The Solution

We created a system that allows Dakin-Flathers incredibly detailed control over their customers, suppliers, products, and sales orders. Integrating with Sage Line 50 enables them to quickly access and update information across all these aspects.

Auto-generation of invoices was a key component to the system, with the process being handled by the CRM system automatically.

Detailed reports are also a key component to the system.

Recent Work

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