Integrating Sage 50 with Maximizer CRM and automating invoicing process
The team at Priors Hall Park Management, which manages a growing new community in Northamptonshire, were using Sage 50 and looking to find a way to streamline their annual invoicing process. Each year 1,300 invoices were being manually created, printed and sent to homeowners or landlords. Numerous tasks have now been created in BPA Platform to manage and streamline the entire invoicing process. BPA Platform regularly checks the records in Maximizer CRM and can automatically create invoices in Sage 50. In addition, BPA Platform also generates and sends quarterly statements. This has helped improve cash flow, efficiencies, credit control and visibility into data.
- Streamline invoicing and statement processes
- Save time and create efficiencies
- Improve cash flow, credit control and data visibility
- Integrate Sage 50 with Maximizer CRM
To read how Priors Hall Park Management overcame its challenges, please download the case study.
BPA Platform has delivered improved cash flow due to better data available for communicating by email, reduces overall admin costs and having automated processes, such as payment receipts and regular statements sent, improves the time taken for invoice payments. Customers have much more visibility of their accounts now.
Carly Cullen, Office Administrator, Priors Hall Park Management