PDi Spirit

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PDi CRM has built-in Slack integration, that allows for the transferring of Task/Activity messages to a selected channel. Slack.com is a cloud-based message system, that… Read more

PDi CRM Document printing module allows for the printing of all the Sage Pastel Accounting document types. Create document layouts with multiple lines for each… Read more

PDi CRM Security comes with the standard menu disable/enable policy as you would expect from a Windows application. However, individual form objects can also be… Read more

PDi CRM Customer product budgets can be captured within CRM. Maintain budgets for each customer and products purchased both at the quantity level and sales… Read more

PDi CRM Customer pricing modules allows for the creation of customer specific customer pricing which can then be transferred directly to Sage Pastel Accounting. Create… Read more

PDi CRM Block customer wizard manages your Sage Pastel Customer credit control. Use the preset rules to block or unblock customer accounts easily. Rules include… Read more

PDi CRM Mail Merge module allows for letters, emails or SMS messages to be sent to a selective list of contacts. The contacts can be… Read more

PDi CRM Business Information gives a graphical view on some basic customer, supplier, inventory and general ledger information. The customer panel includes the ability to… Read more

PDi CRM Inventory module gives access to the Sage Pastel Inventory data. Similar views are available as within Sage Pastel Accounting, with the addition of… Read more

PDi CRM Sales Opportunities module allows for the creation of documents linked to customers or prospects. Assign products, financial codes and remarks and generate sales… Read more

PDi CRM Tasks – Maintain your tasks/activities for customers, prospects and suppliers all within the PDi CRM Task. Each Task type can be set up… Read more

PDi CRM Customers – direct access to your Sage Pastel Accounting customer and contacts all from within PDi CRM. All changes made within PDi CRM… Read more

PDi CRM – Tags can be thought of as creating multiple customer categories and assigning them to customers. Sage Pastel Accounting allows only one customer… Read more

PDi CRM has the ability to generate Request for Quote (RFQ) and Purchase Order documents directly from a sales opportunity. This function is ideal if… Read more

Extracting data needs to be responsive. As part of your sales data, you may always want to see quantity of items sold, total costs, total… Read more

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