Sage CRM Add-Ons

LoriaMailMerge provides a number of enhancements over and above the built-in functionality, as well as being lightning-quick!

  • Single-click mail merge to Word or PDF
  • Conditional hide/show of sections/paragraphs/bullets
  • Display of images in merged documents - for example, product images in quotes
  • Multi-level nested mail merges (i.e. sub-tables within a document)
  • Honours all standard CRM functionality such as file attachment, recording of communications

 

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LoriaEmailer provides enhanced features for emailing mail merge documents from Sage CRM, in conjunction with LoriaMailMerge

  • Single-click sending of emails
  • Perform multiple mail merges at once and send as email attachments
  • Honours all standard CRM functionality such as file attachment, recording of communications

 

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LoriaSMS enables you to very easily send text messages from Sage CRM, using only standard features of the product - no custom functionality required

  • Simply create a pending Communication with an action of SMS
  • Communications may be created manually (either individually or en masse), or via escalations or workflow
  • LoriaSMS sends messages in the background and marks communications as Complete once sent
  • Works with multiple providers

Note: you will need an account with an SMS provider

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LoriaDataPump is a tool for scheduling and processing regular data transfers in/out of Sage CRM to/from a variety of data sources

  • Can connect to any open database platform, read CSV or Microsoft Excel files from a designated location or read data from a web service endpoint
  • Run integrations on a scheduled basis
  • Supports multiple integrations, each with a different schedule
  • Automatic reporting on success or failure

 

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Our established LoriaApp platform is a set of foundation components upon which we can build bespoke mobile app functionality which interacts with Sage CRM.

  • Any data held within CRM can be made available/editable via the app, including document attachments
  • Offline capability with synchronisation over data connection
  • Fully secure; app logins managed via custom screens within Sage CRM

 

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Our established LoriaPortal platform is a set of foundation components upon which we can build bespoke self-service portals which interact with Sage CRM.

  • Any data held within CRM can be made available/editable via the portal, including document attachments
  • Portal logins do not require a software licence
  • Fully secure; portal logins managed via custom screens within Sage CRM
  • Customise portal screens using standard Sage CRM functionality 
  • Control user permissions/visibility via custom screens within Sage CRM

 

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LoriaMaps adds geocoding capabilities to Sage CRM, enabling you to view all types of record on a map and perform geography-based queries

  • Interactive mapping component fully integrated with Sage CRM
  • Displays all Sage CRM records including custom entities
  • Apply groups to filter displayed data and switch entities on and off
  • Save map results as a group in Sage CRM
  • Customisable pop-up display shows details for any selected record
  • Automatic geocoding of records, plus mass-geocoding tool provided for initial setup
  • Manual search and move for misplaced objects
  • Supports multiple mapping providers and styles

 

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LoriaLINK synchronises data in both directions between Sage CRM and Sage 50 Accounts and provides functionality to create records in your accounts system directly from Sage CRM.

  • Access accounts data in CRM using all standard features, including dashboards and reports
  • Convert CRM prospects into customer accounts without re-entering data
  • Convert CRM quotes to sales orders
  • Generate invoices directly from CRM
  • Fully configurable synchronisation - map accounts analysis codes to CRM fields

 

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