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.

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