Sage 100 Contractor
Integration Overview
Unlock the powerful benefits of real-time synchronization with the Sage and TopBuilder integration.
How it works:
Sage 100 Contractor Integration Summary
TopBuilder CRM for Sage synchronizes Customer, Contact, Job, Work Order, Vendor, Purchase Order, and Part Information between Sage 100 Contractor and TopBuilder.
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, Vendors, and Parts 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.
- TopBuilder follow-up plans and workflows are automatically applied when a Job Status changes in Sage
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 Sage Customers, Vendors, Purchase Orders, Jobs, Contacts, and Parts 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 includes updated follow-up plans and workflows. This keeps your team completely in-sync on every project.
TopBuilder & Sage 100 Contractor
See the powerful benefits of TopBuilder’s integration with Sage 100 Contractor.