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Integrations · Sage CRM
Sage CRM, connected to the rest of your business
Customers and opportunities start in Sage CRM. We make sure won work flows into accounting, project management and reporting without anyone typing it twice.
A Sage CRM integration for contractors connects customer and opportunity records to accounting (Sage 100/300 CRE or QuickBooks), project management (such as Procore) and Power BI, so a won job is created once and appears everywhere automatically.
What stays in sync
Customers and contacts
One customer record shared across CRM, accounting and project tools, with duplicates caught before they spread.
Won opportunities → jobs
When an opportunity is won, the job is set up in accounting and project management with the right codes.
Status back to sales
Job progress and billing status flow back so account managers see where each customer stands.
Reporting
Pipeline, backlog and win rates feed Power BI dashboards from the same clean data.
How a project runs
- Assessment. We map your systems, editions and where data is re-keyed today.
- Fixed quote. A written scope and price before build work starts.
- Build and test. Official APIs, tested against your real workflows.
- Go live and support. Training for your team and support after launch.
Often connected with
Frequently asked questions
Does this work with Sage 100 Contractor and Sage 300 CRE?
Those are the most common pairings we see. The assessment confirms what your specific versions expose so the design matches what's actually possible.
Do we have to replace any of our systems?
No. The point is to keep the tools your team already knows and connect them, so a job, customer or invoice is entered once and appears everywhere it's needed.
How does a project start?
With a short call and an assessment of your current setup: which systems you run, which editions, where data is re-keyed today, and what the APIs allow. You get a fixed quote before any build work starts.