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CL200 for Sage 200

Overview

CL200 is a Data-Viewer developed specifically for Sage 200 with a powerful built-in Task Manager.

  • View Sage 200 data in clear and simple web-pages on any device, without needing to be a sage 200 user.

  • Manage scheduled tasks for yourself and other CL200 users, featuring updated and timestamped notes and to-do lists.

  • Simple and cost-effective, CL200 delivers tools for effective customer service and improved engagement.

This revolutionary simple-to-use add-on is also easy for users to learn and use.

Benefits of CL200

Power Ups for your Sage 200 Solution

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Task Management

Manage contact histories, projects, pipeline and any other activities you require - all through the user-friendly built-in Task Manager.

Sage 200 Dashboard

Sage 200 Integration

Fully integrated to Sage 200, with a reliable real-time link to enable CL200 users to view Sage 200 data.

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Mobile Friendly

Responsive display re-sizes to fit mobile phones, tablets & other devices. All screens are available wherever you are!

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Easy to Learn and Use

CL200 is very easy for new users to get to grips with - simple, intuitive controls mean it is a pleasure to work with. 

Task Management

Your Flexible 'Activities' List

Our user-friendly interface makes it a simple matter to enter and view upcoming Activities. Activity types include standard items like Enquiry, Meeting, Quote and Proposal and you can also add your own Activity types.

Each Activity is assigned to a specific User which can be seen in their 'Activities' list.

This simple, robust mechanism means tasks are not forgotten, dates are not missed so Customers and Prospects will be impressed by your efficiency.

To see an example of how simple it is to add an arranged meeting with a prospect, click on the video to the right.

Sage Data Available in CL200

For Sales and Purchase Accounts

  • Sage Account Reference
  • StatusCurrency & Date Created
  • Order History (including drill down to documents)
  • Invoice History (including drill down to documents)
  • Current Balance (including "overdue" and "in query")
  • Map of location
  • Analysis Codes

For Sales Accounts (additionally)

  • Quote History (including drill down preview on screen)
  • Price Band & Discount Group
  • Stock Items purchased by the account

For Finance Staff

  • Debtor summary totals
  • Aged Debtors with drill down to accounts and transactions
  • Aged Creditors with drill down to accounts and transactions
  • Invoice totals this year and last year by month

 

How the Integration Works

CL200 infographic

CL200 integrates to Sage200cloud Professional v2016 and above.

The integration is simple to installreliable and real-time.  Technically it is a Applications Programming Interface (API), a small program installed to your LAN server or Cloud Virtual Server that creates a "bridge" to your CL200 instance which is an mvp application held in a secure ISO27001 environment within Microsoft Azure. 

From the users point of view the integration, once installed, is invisible and maintenance free. Your administrator simply needs to configure your users and any links to email.

We have worked hard to make CL200 fast at dealing with large datasets. Even if you have 1000's of customers, suppliers and prospects you will find searching and displaying information is trouble free.

 

Responsive Design

Mobile, Tablet, Desktop

CL200 is Responsive so every page layout will adapt to the device it is being viewed on, meaning as well as working on any computer with an HTML-5 compatible browser it is also fully usable on on tablets, mobile phones and other devices.  

Simply navigate to the sign-in page for CL200 - this will work on Apple iPhones, Android devices - pretty much any device with an up-to-date web browser in fact.

This opens up a whole new world of opportunity in your business.

CL200: Simple to Learn & Use!

CL200 is an intuitive web application.

User Training

A range of simple "How To" videos show how to perform all common tasks, such as looking up Customer invoices, recording a communication with a prospect or reviewing your To-Do list, as well as more advanced tasks like setting up a "Wave" for marketing or importing a set of documents against an account.  Using these videos it is a simple matter to 

If you prefer classroom or 1-2-1 training then this is also available on request.

Ongoing Use

When you deploy CL200 around your business you will find other advantages. As well as it being a pure web application, so no software to install on your computer or phone, you will benefit from the seamless version upgrades that are achieved using the latest available Microsoft development technologies, continuously improving the benefits of CL200.