Pushing contact and project information from Followup CRM into Sage 300 eliminates double entry of data and reduces the risk of errors
Pulling accounting information from Sage 300 into Followup CRM provides an accurate and clean sales pipeline

How Followup CRM Works with Sage 300

Keep your sales, estimating, and accounting teams on the same page by automatically syncing critical data between Followup CRM and Sage 300. Say goodbye to manual data entry, lost bids, and misaligned project details—this integration ensures that every lead, bid, and contract flows seamlessly into your operations. With a centralized system for tracking opportunities and forecasting revenue, you can make smarter business decisions and win more profitable projects with confidence.

Integration Map Preview

See a clear breakdown of how Followup CRM and Sage 300 pair to eliminate duplicate work, reduce costly errors, and improve team collaboration. From customer management and bid tracking to project financials, this integration gives you a clear, real-time view of your pipeline and job progress—so nothing falls through the cracks.

Sage 300 Integration 2 Pager.pdf