We understand that a good resource management system is essential to the needs of any organisation looking for a CRM solution. We’ve therefore developed an easy-to-use, effective and efficient Resource Planner for Sage CRM.

This unique Resource Planner, designed exclusively by Serversys, is available to purchase as an add-on solution for Sage CRM.

Key Features Include:

  • A colour code for each user for 'at a glance' viewing
  • Single or multiple user selection
  • Quick link to "See Today"
  • Hover your mouse over each appointment to view who the appointment is with, when it was made, who made it, and what it's for!
  • Quick link to any date entered
  • Support for different date formats - dd/mm/yyy, mm/dd/yyyy, yyyy/mm/dd
  • Support for both AM/PM and 24-hour clock
  • Schedule appointments directly from your Resource Planner