Proview

Proview is the mobile app connected to Sage 100c.

Manage your entire business from your phone, whether you're in the office or in the field: view your Sage data in real time, create documents, and track your inventory without returning to your desk.

FEATURES

▸ AI Assistant — ask questions in natural language and get figures, documents, and records instantly
▸ CRM & Prospecting — pipeline, follow-ups, and customer history
▸ Sales & Documents — quotes, orders, delivery notes, and invoices
▸ Purchasing OCR — scan a supplier invoice, and the lines are automatically filled in
▸ Receiving — check and validate your goods receipts directly at the loading dock
▸ Inventory — scan-assisted counting, calculated discrepancies, and validation in one step
▸ Products & Stock — availability, pricing, and multi-warehouse movements
▸ Third Parties 360° — the entire customer or supplier relationship on a single screen
▸ Caller ID — the third party's record appears as soon as they call you
▸ After-Sales Service — tickets, interventions, and field tracking
▸ Dashboard — continuously updated key performance indicators
▸ Multi-Company & Access Rights — multiple Sage files, Finely configurable access
▸ Notifications — alerts for important events
▸ Security — tokens can be revoked at any time from the administration panel
▸ Call interceptor — incoming calls are recognized instantly, and the third party's record is displayed before the call is even answered.

Proview leverages your existing Sage installation: no double entry, your data stays with you.