Connect your ERP and CRM systems.
Remove the complexity.

A flexible, plug-and-play integration that connects SugarCRM with Sage ERP — giving sales, finance, and operations teams a single source of truth without complex IT projects.

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Sage

Your Systems Work Great.
Your Data Doesn't.

You’ve mastered your financials, inventory, and supply chain with Sage ERP — but your data is stuck in the back office, disconnected from your sales and service teams.

This leads to:

  • Sales teams lacking visibility into invoices, balances, and order history
  • Finance teams re-entering the same data across multiple systems
  • Operations teams managing fragmented order-to-cash processes
  • Expensive, bespoke ERP integrations that are hard to maintain

The result? Slower deals, frustrated teams, and unreliable data.

An ERP-CRM Integration
Built for Real Teams.

The Sage Integration is a plugin that synchronises your CRM and ERP data through a single interface inside SugarCRM.

  • Connect sales, finance, and operations in one place, regardless of Sage version.

  • Automate workflows from lead capture to sales order to invoice management.

  • Ensure enterprise-grade performance and security – no hidden costs.

  • Handle complex business logic, fields mapping, and workflows without disruption.

What Changes When Your Systems Actually Work Together:

For Your Sales Team

Quote with confidence, close faster
  • Surface customer insights in SugarCRM
  • Uncover your biggest cross/upselling opportunities
  • Get data-driven sales insights and opportunity alerts
  • View complete customer order history in one place

For Customer Service

Resolve issues in one call, not three
  • Complete order status from quote to delivery
  • Real-time visibility across systems
  • Full customer history at their fingertips
  • Proactive alerts before problems escalate

For Operations

Automate workflows, eliminate manual work
  • Orders flow automatically from CRM to ERP
  • Inventory updates in real-time
  • No more manual re-entry between systems
  • Complex business logic handled seamlessly

For Finance

Close books faster, trust your numbers
  • Automated data sync eliminates manual reconciliation
  • Reduce month-end close time
  • Cut data entry errors
  • Better forecast accuracy from connected data

For IT

Integration that just works
  • Enterprise-grade security you can depend on
  • Handles complex business logic without custom coding
  • Built for performance at scale
  • Minimal ongoing maintenance required

For Leadership

Make decisions from data, not gut feel
  • Complete visibility across sales, operations, and finance
  • Real-time forecasts backed by actual inventory and pipeline
  • Spot trends and opportunities before competitors do
  • Align teams around one source of truth
AI-powered CRM with connected ERP data

Give your teams the visibility they need

Leverage real-time data sync without leaving SugarCRM.

  • Close deals faster with full financial context inside SugarCRM
  • Real-time, two-way sync so data flows automatically where you want it to go
  • Increase CRM adoption with a powerful connection and ERP data analytics
  • Save hundreds of hours on manually building reports
Book a Data Sync Audit

What We Connect

Your customer data
Two-way, automated workflows
Sales stages between systems
Real-time financial context

Visibility. Speed. Accuracy.
See how it can work for your business

Eliminate data silos, automate workflows, and gain real-time financial visibility - all from a single, self-service plugin.

  1. Universal Compatibility

    Designed around all major Sage ERP versions including on-premise and cloud instances with intelligent API bridging for legacy systems.

  2. Self-Service Installation

    Download, install, configure - and you're live. No custom development or lengthy implementation required.

  3. Configurable Features

    Enable or disable specific features through an intuitive admin dashboard. Customise the integration to match your unique business workflows.

  4. Automated Order Creation

    Trigger automatic order or invoice generation in Sage when opportunities close or quotes are approved in SugarCRM - no manual entry required.

  5. Real-Time Financial Data

    View customer invoices, outstanding balances, and order history directly within Sugar CRM for complete visibility during customer interactions.

Your guide for a practical ERP-CRM integration

We help growing businesses across the UK and Ireland connect their ERP and CRM systems in a way that truly works for their teams.

As a SugarCRM Elite Partner, we combine deep CRM expertise with practical integration design. We enable teams to access the information they need, when they need it, without adding unnecessary complexity.

Frequently Asked Questions

Which Sage versions does this integration support?

The integration is designed to work with Sage 50, Sage 100, and Sage 200, which are the most common Sage ERP environments used by growing businesses in the UK and Ireland. The architecture is also built to support future Sage Cloud and enterprise versions.

Sage 50 does not have a native API, so the solution includes a lightweight Microsoft-based service that exposes Sage 50 data securely. This is still designed to be low-maintenance and works seamlessly with the same SugarCRM interface.

Can we control what syncs and which system is in charge?

Yes. You can define:

  • Which data synchronises (accounts / customers, contacts, transactions, financial data and order history)
  • Whether Sage or SugarCRM is the master
  • Or whether data syncs both ways

All synchronisation rules are configurable (for example, Sage as master for accounts, CRM-led for contacts).

Sage remains your financial system of record, and SugarCRM continues to be your sales system. The integration is designed to improve visibility and automation without disrupting existing finance or sales processes.

What will sales teams actually see inside SugarCRM?

Sales users can see:

  • Invoice history
  • Outstanding balances
  • Order history

directly on the account record in SugarCRM — without needing to ask finance or leave the CRM.

Can this automate what happens after a deal is marked as Closed-Won?

Yes. You can configure the integration to:

  • Automatically create orders in Sage when an opportunity is marked Closed-Won
  • Trigger actions from quote approval or Closed-Won status
  • Optionally support invoice creation in Sage

You decide which triggers to enable.

Is this a heavy integration or a custom project?

No. This is a packaged, configurable integration, not a bespoke ETL or middleware project.

  • Installed via Sugar Module Loader
  • Configured through an admin interface inside SugarCRM
  • No ongoing developer dependency for day-to-day changes

Once installed, the integration is managed through SugarCRM, configurable without code, and designed to minimise long-term maintenance and technical debt.

How long does setup typically take?

Setup time depends on:

  • Your Sage version
  • Which features you enable
  • Your preferred sync rules

For many teams, initial setup and configuration can be completed quickly without disrupting live operations. We walk through this during a demo, so expectations are clear upfront.

Will this impact data accuracy or compliance?

The integration is designed with data control and accuracy in mind:

  • Field mappings are configurable
  • Sync rules are clearly defined
  • Finance can retain control over critical data

This reduces duplication, reconciliation issues, and manual corrections.

If this sounds familiar, let’s talk

Disconnected ERP and CRM data quietly costs many growing UK and Ireland businesses far more than they expect — through lost deals, rework, and customer churn.

Not sure if integration is right for your business? Book a 20-minute Integration Strategy Session. We’ll assess your setup, discuss options, and create a recommendation tailored to your needs.

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Ready to connect your systems?

Let’s talk about your specific situation:

  • Review current systems setup
  • Identify integration priorities
  • Discuss best-fit solutions for you
  • Create your next-step action plan
Book Strategy Session