Key Features
Automatically create Sage Quotes, Sales Orders or Invoices from a SugarCRM Opportunity
Automatically Create or Update Sage Customers from SugarCRM Accounts.
Automatically Update SugarCRM Accounts with key financial data such as Credit Limit, Balance, Account Status, Terms and more*
Automatically Upload Sage Products and Prices to SugarCRM including Current Inventory levels, Allocations and On Order Quantities*
Optionally choose at which stage Opportunities are automatically downloaded to Sage e.g. Download Opportunities when status equals “Closed – Won” and change status to “Invoiced”
Automatically generate a Sage account reference and upload to the “Account Number” field in SugarCRM
Automatically schedule Connect with Windows Scheduler for complete automation
Key Benefits
Eliminates need to re-key data between SugarCRM and Sage accounting systems
Saves hours of time - Increases data accuracy - Reduces costs
Ensures your staff are providing accurate, up-to-date information to customers
The Sage Connector is available now. For more information, please click here and we'll contact you as soon as possible.
