Sage

Integration Overview

Unlock the powerful benefits of real-time synchronization with the Sage and TopBuilder integration. 

How it works:

Sage Integration Summary

TopBuilder CRM for Sage synchronizes customer, contact, job, work order, vendor, and purchase order information between Sage 100 Contractor and Sage 300 CRE. 

This customer proven interface ensures all your critical data is in-sync with your Sage ERP/Accounting software reducing data entry time and the possibility for mistakes. 

  • Two-way synchronization of Customers, Contacts, Leads/Jobs, and Work Orders
  • Newly awarded jobs instantly created in  Sage
  • New Customers, Contacts, Jobs, Purchase Orders, and Vendors automatically added to the TopBuilder CRM from  Sage
  • Job updates in Sage are immediately reflected in TopBuilder CRM. This includes job status, start dates, expected completion dates, etc.
Sage 100 Contractor Integration Chart

Instant job updates.

Job updates in Sage are immediately reflected in the TopBuilder CRM. This also means newly awarded jobs are instantly created in Sage. 

Two-Way Synchronization.

The TopBuilder and Sage integration provides two-way synchronization of customers, leads/jobs, work orders, and vendors.  

No more double entry.

New customers, vendors, purchase orders, jobs, and contacts are automatically pulled from Sage into the TopBuilder CRM. This means there is no manual entry required from you or your team. 

Your team is completely in sync.

Job status, start/end dates, and expected completion dates are automatically shared between Sage and TopBuilder. This keeps your team completely in-sync on every project. 

Interested in 
learning more?

If you have any questions about the Sage and TopBuilder integration, please schedule a one-on-one meeting with our support team to learn more. 

 

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Additional Features For

Contractors & Home Builders

CRM

Email Marketing

Email Integrations

Newsletter Package

Proposal Software

Document Storage

Content Management

Bid Management

Lead Capturing Tools

Website Tracking

Online Sales Counselor

Job Resource Management

Quoting Software

Mobile CRM

App Marketplace