Sage 50 Integration for Gold-Vision CRM

Sage is a business accounting tool intended for small and medium-sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are provided with a complete view of your customers from within Gold-Vision.

Our integration with Sage 50 allows you to:

• Create new Sage customer from Gold-Vision account
• Create new Sage supplier from Gold-Vision account
• Send Sage customer information to linked Gold-Vision account
• Send Sage supplier information to linked Gold-Vision account
• Import Sage product list to Gold-Vision
• Create new Sage sales order or invoice from Gold-Vision quotes
• Create new Sage sales order or invoice from Gold-Vision bookings
• Import Sage transaction history to Gold-Vision
• Import Sage activity data to Gold-Vision

Below are two examples on how you can use the integration to streamline business processes

Customer integration

Sales Process

Key Benefits of our Sage 50 Integration

• Faster access to crucial information – your users can see information such as customer balances and sales transaction history in Gold-Vision.
• Avoid duplication of entry between systems – The integration will automatically synchronise customer data such as addresses and sites and even create Sage sales orders for you based on your Gold-Vision Quote.

Setting up the Sage 50 Integration

You will need to be a Sage account holder before configuring this integration. If you are new to this tool, find out more and sign up here.

If you are interested in setting up a Sage 50 integration for your business, please contact our Support Team.