Automate business processes, integrate multiple systems, and generate email alerts based on changes in the data for Sage 200, Realitex200, and Sage CRM

Automate Processes

Take away the reliance on manual intervention across your business by automating processes to save time, money, reduce errors and improve service.

Instant Alerting

Codeless can monitor your data and as events occur, automatically email internally and/or externally to raise awareness of potential issues and actions that are needed. 

Integrate Systems

Use Codeless to integrate data to/from systems like your web site to streamline processing, remove manual data updating, speed up processing, and deliver enhanced customer service.

Streamline and automate business processing

Your business relies on processes and whether your using Sage 200, Sage CRM, or Realitex200, automatating these processes will bring significant business benefits. Codeless delivers a range of facilities to allow automation and alerting to be defined, scheduled, and triggered on specified events. 

Use Codeless email alerting to monitor your systems’ data, instantly detecting changes and generating emails to notify the relevant people to advise or request action. Examples include data validation, spotting incorrect enteries and alerting users to correct it before it impacts on the business; email purchasing when orders take stock levels below reorder thresholds; email customers when orders are despatched with optional tracking links; send automatic reports across the team to remove the need to look up information or access the core system.

With Codeless’s systems integration you can remove the manual processing between systems, taking away the time it takes to keep data in the systems in-line and process data from one system to another, whilst removing the risks of data errors from manual processing and speeding up the overall process to deliver faster customer service.

Codeless can also trigger actions across systems, automating processing to both remove manual intervention, reduce risks of processing being missed, enforce a standardised process across the business, and enhance service. An example would be creating a Case in Sage CRM when an issue occurs on an order to ensure the customer service team deal with the problem and update the customer. Without this type of automation business rely on users seeing the issue and then taking the appropriate action, with Codeless monitoring the data it acts as a 24x7, always alert user!

Features of Codeless Platforms

Alert your customers

Use Codeless to keep customers aware of progress with key processes such as time critical orders, or simply to enhance the service you offer them by notifying them when each order is despatched.

Integrate your web site

Use Codeless to send up to date data to your web site and/or pull data, such as orders from your site into systems like Sage 200, to reduce manual data updating and delays. 

Email reporting

Replace traditional reporting where users have to access systems to get information, with automatic emailed reports based on a schedule or data events, keeping users informed and potentially reducing application licence costs. 

Reactive alerting

Remove the need for users to be constantly monitoring positions such as stock reorder requirements, letting the system notify them when action is required – saving time and reducing the risks of things being missed.

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