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Sage 100 Integration

Erick Vargas

As 2020 is about to begin, contractors in the construction industry are reaching new heights in the business world, by improving their customer relationships and sales. To do this, they often rely on a combination of robust tools such as the Followup CRM and Sage 100 ERP.

As you will reach further in this article, there are plenty of benefits and use cases of Sage 100 integration with Followup CRM. However, before we list them down, let us take a brief look at both of these tools.

What is Sage 100?      

Formerly referred to as Sage 100 ERP, Sage 100 is a business management tool that has a range of different features designed to meet the high demands of business owners. It features a range of different modules that can be added with time, as a business expands and evolves. In that sense, it is a fully expansive management tool with virtually no boundaries.


What is Followup CRM?

Followup CRM is a leading CRM tool that is specifically built for contractors in the construction industry. This cloud-based software features a very intuitive user interface packed with robust features that allow contractors to manage their linkages and to develop new strong relations with clients. All in all, it is considered to be among the best tools in the market today (especially for professionals in the construction industry).

What are the Benefits of Sage 100 Integration with Followup CRM?

The integration of two tools is often necessary in the business world, as it allows professionals to expand the functionality of their existing tools. The benefits of Sage 100 integration Followup CRM include:

A Three-Dimensional View of the Customers

Perhaps the biggest advantage of the integration is that it gives you a 360-degree view of the customers. It will put all the information that one needs right at the fingertips, including visibility of support, finance, accounting, sales, marketing, and much more. With that, companies can assess the buying habits of the clients, order history, and their general needs, all in a single hub.

Better Order and Inventory Management

Business shall be able to generate proposals using Followup CRM and can convert them into real orders that are executed using Sage 100. The integration allows this process to occur within a single hub, hence decreasing a company’s data management needs while improving the efficiency at the same time. Furthermore, it would also provide better visibility of status updates to the sales teams.

Better Mobility

The Sage 100 integration with Followup CRM will provide better mobility to the sales and marketing team and will increase their collaboration. So in case, the sales team is struggling with a crucial block, having on-the-go access to a client's journey information can allow the team to close deals much efficiently.


This is because all the information becomes streamlined, and is accessible to a range of different departments within the organization. Ultimately, it improves the business decisions of managers, hence allowing businesses to reach greater heights.

Elimination of Duplicate Data and Data Entry

While both Sage 100 and Followup CRM can hold information about contacts and accounts, both tools utilize this information differently. The integration of these two tools would remove the tedious need of entering duplicate data to both systems separately. In this regard, any information added or altered in one system will automatically be reflected within the other. This is because it will all be done in a single central hub. The same principle will also apply to the removal or addition of entries, custom fields, or any other database alterations.

Ultimately, this will save business plenty of time and resources, that can be used for other more productive purposes.  

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