Riata CRM

* DIRECT LINKS TO YOUR ACCOUNTING SYSTEM*

• Riata CRM links directly to the data in your accounting system. The information is shared seamlessly between the two applications.
• The Sales Tab shows you a complete listing of all Bids, Orders and Invoices and items sold from the accounting system
• With the click of your mouse, Bids, Sales Orders, and Invoices can be instantly viewed, printed, faxed or emailed.
• Enter bids and orders in Riata and they are immediately entered into your accounting system (for ALERE and Sage Pro ERP).
• The sales link provides real-time sales information such as, account balance, credit limit, open orders, period / year to date sales.

Everything you need is right at your fingertips. You get all of your customers’ essential information in a fully customizable, incredibly flexible interface with all contact history and sales information just a click away. Use Riata CRM as a stand alone contact management solution or use the extraordinary links to TIW’s ALERE accounting system Sage Pro (including older versions of Pro Series), Vision Point, and Red Wing’s TurningPoint.

Features Include:

• Friendly, easy to use interface
• Instant contact and activity trails
• Powerful multi-field, multi-database searches
• One-click emails, letters and faxes
• Mass mailing, emailing and faxing
• Integration with Dymo printers
• Zip+4 Yahoo! Maps and Directions
• Complete integration with Microsoft Word and Outlook
• Dozens of reports and formats for efficient review and analysis
• Total freedom to travel and access your contacts, activities and sales with the unique Remote Synchronizer
• Ticket and Incident Tracking
• Opportunities
• Collections
• Free 30 Day fully functional trial!