While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways in the past. In the 90-second video below, you will see 2 examples of a CRM to Job Costing integration. 

  • In Example A, data from Sage CRM is feeding the Job in Job Costing. 
  • In Example B, data from Job Costing becomes accessible from Sage CRM.

More information about the Sage 100 CRM integration can be found on the Sage 100 page of the My CRM Manager website.

Sage CRM to Sage 100
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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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