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Budget Planner
The CRM Budget Planner takes all the main concepts of Budget Planning and Allocation and delivers a pragmatic and highly effective management tool which is installed on top of the Sage CRM platform.
Compatible With: Sage CRM, Versions 5.8 , 6.0 , 6.1
Created by:

Per user Per user


DetailsProduct SpecificationReviewsAdditional Documents
It is completely integrated into Sage CRM so that all the benefits of CRM including designs of user interface, searching, reporting and document management. Some of the main features of CRM Budget Planner include: Margin & Graph Calculations, Edit Budget Summary Details, Budget line items, Budget line item Summary, Editing Income / Expenditure Line Items, Adding an Income / Expense line item, Expenditure Requests, Approval of Expenditure
Product ID: BP

Industries: Non-Industry Specific

Business Needs: Budgeting, Grant Management, Project/Job Control, Change Order Management, Forecasting, Project/Job Scheduling, General Accounting, Reporting & Decision Support