Integration Overview

Sage

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TopBuilder Integrations

Benefits of Sage

TopBuilder CRM For Sage synchronizes customer, contact, job, work order and bid data between Sage Contractor 100, 300, and estimating software.

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

  • Two-way sychronization of Customers, Contacts, Leads/Jobs and Work Orders 
  • Newly awarded jobs instantly created in Sage 
  • New Customers and Contacts automatically added to TopBuilder CRM from Sage
  • Job updates in Sage immediately reflected in TopBuilder CRM
    • Financial status, job status, start/end dates, expected complete date, etc.

Interested in learning more?

If you have any questions about our software or integrations, please schedule a one-on-one with our support team to see how we can help. 

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5/5
"The software is allowing us to eliminate 4-5 manually updated forms and spreadsheets and helps with continuity and consistency across our offices. We look forward to integrating more of TopBuilder Solutions CRM into our business."
Drew Robbins
VP Operations | JayHawk Fire Sprinklers