Sage 300 CRM

Sage CRM users have unparalleled access to accounting data without actually having access to the Sage 300 system (or consuming a Sage 300 license).

The Sage 300 integration is published by Sage, and all Sage 300 customers that are current with their Sage support plan are eligible 1-free Sage CRM license. 

Table of Contents

Customer Integration

Customer Record

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Sage 300 CRM Customer Record
AR History

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Sage 300 CRM AR History
Customer Tab

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Sage 300 CRM Customer Tab
Order Entry

Order can be created from Sage CRM either from the context of an opportunity, or directly from the Company Summary screen.   If you do elect to directly create an order, a Sage CRM opportunity is created in the background automatically.

Sage 300 CRM New Order

These order screens are Sage 300 order screens. So, the same rich functionality exists. 

Sage 300 CRM Order Screen

Vendor Integration

When most people think of CRMs integrating with accounting data, they think of customer records, but the Sage 300 CRM integration also works with Vendors.

Vendor Record

The fields highlighted in this image indicate the points of integration for vendor companies from Sage CRM.  

Note that just because these features exist, you may elect to restrict (hide) certain functionality from individual users.

Sage 300 CRM Vendor Record
AP Inquiry

From the AP history tab, we can view a list of documents, but also bring up the transaction itself by clicking on the Document Number hyperlink.

Sage 300 CRM AP Inquiry
Purchase Order Inquiry

From the purchase order tab, users can view OR create purchase orders.

Sage 300 CRM PO Inquiry

Item Inventory

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Sage 300 CRM Item Inventory

Requirements

The integration between Sage CRM and Sage 300 leverages Sage 300’s web-screens.  This means that your Sage 300 system must be either version 2019 or version 2020 and that Sage 300 web-screens must be configured.  If Sage CRM will be access outside of the local area network (the Internet), this means that both Sage CRM and Sage 300 web-screens must be exposed to the Internet. 

This link brings up the compatibility chart for Sage CRM and Sage 300.

Evaluating Sage 300 CRM

If your organization would like to evaluate this integration, we can certainly schedule a demonstration.  And we do offer a fixed fee Pilot Package.

Schedule A Call Back