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  • HOME
    • Cash Flow Forecaster
    • Cash Flow
    • Licence
    • BEE Affidavit
    • Email Disclaimer
  • Sky Software
    • CASE STUDIES
    • Quotation
    • SKY SOFTWARE >
      • Sky Feature Set
      • TECHNICAL SPECS
      • Sky Brochures
      • Manual vs Back Office
    • SKY TAX >
      • Sky Tax Videos
      • Sky Short Videos
    • SKY SEC >
      • Sky Sec CIPC Download
    • SKY TIME
    • SKY DEBTORS
    • SKY CRM
    • SKY PAYROLL
    • DIGITAL SIGNATURES
  • SKY ACADEMY
    • Sky Tax Academy >
      • Sky Tax Training
      • Sky Tax ITR12
      • Prov 2022 P2 Tech Briefing & Tuts
      • Sky PROVISIONAL TAX
      • Tax Compliance 2022
      • Sky Tax Mandate
    • Sky Secretarial Academy >
      • Sky Secretarial Basic Training
      • BASIC COMPANY LAW >
        • BASIC COLAW 2022 PART1
      • ADVANCED COMPANY LAW >
        • Advance Company Law
      • Company Law - Compliance Form
      • COLAW QUESTIONS
      • Company Law Update
    • Sky Time Debtors Academy
    • TAX COMPLIANCE COURSE >
      • PAYMENT SUCCESS
      • PAYMENT FAILURE
    • Accfin e-Books >
      • Risk of Tax Practice
      • Mindset for Tax Practitioners
      • Prov Tax P2 e-book
      • Start of the 2021 Season
      • Articles 20 Published
    • Easipopi Toolkit
    • Blog
    • Tax Mandate
    • HELP >
      • Sky Manual
      • SKY HELP
  • WEBINARS
    • Webinars 2023
    • Tax Consulting SA
    • Virtual Webinar Recordings
    • Webinar Policy
    • TAX WEBINARS 2021
    • Tax Compliance 2022
    • SECRETARIAL WEBINARS
    • Popia webinars

SKY CRM

SKY CRM - STICKY NOTES
The most important CRM functions in your tax practice are about TAX, but could be about anything. Waiting for something from your client or for approval for you to file. When SARS sends a notice from you profile a sticky note is opened - this is a record which is automatically opened with the details of the notices until it is cleared. The next time you log in you will be advised about the sticky note in fact all uncleared items. You will then have the opportunity to allocate the Sticky Note to  any staff member. In fact each time you log in a list of all outstanding sticky notes will be presented.

Some of the following facilities are available:-
  • Reminders that can be made by any one on the system. I.e. if a client phones you can make a note and allocate it.
  • A system of reporting about uncleared sticky notes using Sky's very powerful filter system.
  • Send messages to other users by sticky notes.
  • The system automatically generates messages from SARS.

DOCUMENT MANAGEMENT
Sky's document management is a very powerful system and there is no need to have another system in place.
  • Sky can store an unlimited number of documents of a permanent nature - there is no limit to number or size.
  • Sky generates trans-actional documents that are generated by the system
  • Assessments, letters and notices from SARS
  • Every document notice email or sms sent out


Get a Quote
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Unit 201 2nd floor, 1410 Eglin, 14 Eglin Road, Sunninghill Sandton 2191
Telephone 0112624033 Fax 0112624036
sales@accfin.co.za
support@accfin.co.za
info@accfin.co.za