About Sage 300 CRE
Sage 300 CRE was built specifically for the construction and real estate industries, with tools designed to handle the accounting, project management, cost tracking, and billing needs of small to mid-sized firms. It centralizes all your business data into a single database, making it easy to access job costs, financials, and operational details without jumping between multiple programs.
The platform includes specialized applications for general ledger, payroll, billing, equipment management, estimating, scheduling, and compliance. You can also generate hundreds of pre-built reports — or customize your own — to track everything from cash flow to job costs in formats that match your preferences. Its dashboard interface is straightforward, so you can move from purchase orders to RFIs to subcontractor compliance in just a few clicks.
Why Integrate Sage 300 CRE with a CRM?
An ERP like Sage 300 CRE focuses on the internal mechanics of running your business. A CRM system, on the other hand, is built to manage your external-facing activities — tracking leads, managing client communications, and following up on bids.
When the two are integrated, you eliminate the inefficiency of working from disconnected systems. Instead of manually entering the same client data in multiple places, your CRM and Sage 300 CRE can share information automatically. That means your sales team, project managers, and accounting department all work from the same accurate, up-to-date records.
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The CRM Built for Sage 300
Followup CRM is a customer relationship management software program designed specifically for the construction industry with a focus on general and commercial contractors, home improvement companies like HVAC, roofing, concrete, electrical, and other residential contractors.
Followup CRM allows a contractor to fully track all activities in the sales pipeline, their sales team’s performance, close rate, the current potential revenue in the pipeline, and forecast future revenues.
Outlook and Gmail integrate with Followup CRM allowing you to access all client communications, contact information, and calendars quickly without having to log into multiple systems. Emails can be sent, and files and content can be easily shared with coworkers in a single workflow.
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Followup CRM Seamlessly Integrates with Sage 300 CRE
Because Followup CRM and Sage products are both designed for construction companies, they will seamlessly integrate and share data which will improve all of your client related functions. They are also the most commonly used ERP and CRM in the field of construction.
Some of the benefits of integrating both systems include centralization of both databases allowing for more accurate job quotes, more realistic budgets and forecasting, and collaboration among all departments. You will also be able to compile more in-depth and detailed analytics and reports when using both systems.
Followup CRM Integrates with Other ERPs
Sage 100, Sage 300, Viewpoint, and Foundation will also fully integrate with Followup CRM.
Discover More
If you want to get more out of your investment in Sage 300 CRE, integrating it with a construction-specific CRM is the fastest way to improve efficiency, eliminate data silos, and win more business.
The CRM Built For Construction Companies
No more disorganized data. Track your leads, bids, and customers all in one place.
Seamless Integration with:
✅ Foundation ✅ Viewpoint ✅ Sage and more
