Riata CRM for Sage Pro Series and ALERE Accounting Systems

Riata CRM is All About Making Each Customer Record in

Your Accounting System an Opportunity to Close Another Sale!

With Riata CRM Added to Your Accounting System Your Sales Employees

and Service Agents Will Always Have the Information They Need 

to Help Each Customer Buy More From Your Company!

• Real Time Integration With Customer Records in the Accounting System
• Riata CRM Users do not Occupy a License in the Accounting System
• Send Emails From Riata With a History of Customer Correspondence
• Manage Customer Follow-Up by Employee, Date and Contact Type
• Email Customer Invoices, Orders, etc. Directly From Riata CRM
• Enter New Bids and Orders From the Riata Customer Screen
• Add and Manage Prospect Databases for New Business
• Navigate and View Customer Transaction Histories
• Add and Update Customer Records From Riata
• Intuitive and Easy to Use Data Navigation Tools
• Increase Productivity for Each Sales Employee
• Sales Management Audits and Reports

Riata CRM for Sage Pro Series Accounting Systems 

Riata CRM for ALERE Accounting Systems