The Sage 300 integration with Sage CRM leverages Sage 300’s native ‘web-screens’.  This is awesome because it provides CRM users will access to an incredible amount of Sage 300 functionality.  Creating and viewing orders, viewing inventory, Looking up credit history, etc.  It even includes vendor integration.

Important –

  1. Sage CRM users do not require a license for Sage 300 when they access Sage 300 via Sage CRM.
  2. Sage CRM licenses are approximately 1/3 of the price of Sage 300 licenses. 

This integration is one of the few integrations to CRM published by Sage themselves.  That makes the integration free AND supported by the Sage support desk. A complete breakdown of this integration is found on this page on the My CRM Manager website. 

Be aware that we do offer evaluation packages for Sage 300 clients (aka Pilot Package).

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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