sage

Next-Level Sage Efficiency with Data Operations & App Integrations

Improve operations across your departments and derive the best value out of your business data

Accounting

Usecases

Seamless Invoice Generation

Automate invoice creation in the accounting/ERP system from sales activities logged in the CRM, improving billing efficiency.

invoice generation

Enhanced Financial Visibility

Provide sales teams with access to financial data within CRM for a comprehensive view of customer accounts, enabling better sales decisions.

Financial Visibility

Accurate Revenue Forecasting

Integrate CRM sales data with accounting/ERP for real-time revenue tracking and more accurate forecasting.

Revenue Forecasting

Pre-built Templates

Get started quickly with our pre-built templates

FAQs

Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.

Sage software supports a range of objects designed for comprehensive financial management, including:

  • Company Objects
  • Accounts Receivable Objects
  • Accounts Payable Objects 
  • General Ledger Objects
  • Employee Expense Objects

Sage integrated with other On-demand, On-premise or SaaS-based applications - such as MSCRM, Salesforce, SkuVault, and databases. The connector uses Visual Integrator to move data in, and out of Sage application.

There is no real-time integration of data directly from Sage 100 to target systems/application due to the rule imposed by Sage 100 itself. Whenever there is import or export of data from Sage 100 then it should happen through visual integrator as Sage 100 does not expose APIs / Web-service for consumption by other applications.

Sage 100 is available for 14-day free trial after completing the registration process.

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