CRM4100 - Sage 100 Contractor integration

This bi-directional real-time integration accommodates managing both bids and bid requests. 

Features & Benefits

Features

  • Customer and Vendor integration
  • Ability to define user access rights to Sage 100 data
  • Convert/promote companies in Sage CRM to Customers or Vendors in Sage 100
  • Allow for bids and bidder integration with a Sage CRM opportunity
  • Award projects and create Sage 100 Jobs from Sage CRM

Benefits

  • Sage CRM users are more informed with their accounts
  • CRM users can look up information for themselves without needing to contact the accounting team
  • Reduces the need for Sage 100 licensing
  • Eliminates duplicate entry
  • Supports remote employees, including Order Entry

The integration with Contractor is a third-party solution published by United Solutions.  

Schedule A Call Back