MobileX for Sage 300

Accounting staff need access to Sage 300 customer data?
The best Mobile App for Sage 300 - MobileX is the solution you need today!

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MobileX for Sage 300

MobileX for Sage 300 Demo Coming soon

Curious about why you need this product?

Here are just a few reasons. Watch the video for a complete review:

* Check stock levels without calling the office.
* Record critical communications to understand decision-making processes.
* View customer payment statuses and credit levels.
* Adding contextual information to an invoice.
* Logging important emails to a customer record, making them visible to other users.
* Eliminating the need for context switching.

Sage 300 data on the go

Get the most powerful Mobile Client for Sage 300 from any modern mobile smartphone device (Android/iPhone).
Also available as a progressive Web App

* Navigate Sage 300 data
* Search Sage 300 data
* CRM Layer available to :
- Log phone call notes and emails
- Record text messages (includes What's App)
- Create Prospects visible to other MobileX and Accelerator Users

With MobileX your Sage 300 system becomes more accessible to everyone in your Company.
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Explore your data

In this example, we are viewing overdue accounts
Each record has

* An orange icon to drill into the full account details
* Customer Name & ID
* A drop down arrow for summary information
Clicking on the orange icon next to the company name navigates to the complete company record.

Result lists can be customised.
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Search Sage 300 data

Search 300 data, the more precise the search the more precise the results.
The search capability includes :

* AR Customers
* AR Customer Contacts
* AR Customer Orders
* AP Vendors
* Invoices
* Prospects
* Email/Phone
* Items (stock)

In the image, a search has been run on items without specifying a search term, essentially returning every item in the Sage 300 database.
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CRM Layer

MobileX for Sage 300 enhances customer engagement by capturing additional information, including:

* Recording Touch Points
   - Filing Emails
   - Recording Text messages sent (What's App/SMS)
* Creating Prospects

This information is stored in the cloud but accessible within the app for both Accelerator and MobileX for Sage 300 Users to review.

Need More Convincing?

Talk to us

We are attending TPAC Toronto, if you would like to meet while we are in the area, get in touch! More Info