Sage 300 CRE
Integration Overview
Unlock the powerful benefits of real-time synchronization with the Sage and TopBuilder integration.
How it works:
Sage 300 CRE Integration Summary
TopBuilder CRM for Sage synchronizes Customer, Contact, and Job Information between the Sage 300 CRE Address Book, Job Cost Management (AR), and Service modules.
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, and Leads/Jobs.
- Newly awarded Jobs instantly created in Sage
- New Customers and Contacts automatically added to TopBuilder CRM from Sage
- Job updates in Sage are immediately reflected in TopBuilder CRM. This includes job status, start dates, expected completion dates, etc.
Real-time 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, Contacts, and Leads/Jobs.
No more double entry.
New customers 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.
TopBuilder & Sage 300 CRE
See the powerful benefits of TopBuilder’s integration with Sage 300 CRE.