Britec believes the best choice for an integrated CRM is Sage’s own product: “Sage CRM”.

Sage 300 Integration for Sage CRM creates a link that enables Sage CRM and Sage 300 to share information as it is entered into either program.

After integration, front-office personnel can create customer quotes and orders in Sage CRM and then promote those quotes and orders to Sage 300. As quotes and orders are processed, both systems are updated, preventing redundant data entry, and enabling front-office and back-office personnel to view information that is current and correct.

Most Popular Sage CRM Features

  • Bidirectional link between Sage 300 and Sage CRM data

  • Integration with Mail Chimp for direct marketing

  • Self Service Portal

  • Support on Mobile Devices

  • Customizable workflows

  • Ability to add unlimited custom fields and screens

Britec can help

To learn more about Sage CRM or to schedule a demo please contact Britec today.