The Missing Link: Don’t Forget About CRM Integration for Sage 100
This scenario will sound familiar to many business leaders: your accounting and operations teams are working inside Sage 100, seeing every invoice and inventory shift, while your sales team is out in the wild, using a completely separate system to track leads and customer interactions. Between them lies a “no man’s land” of manual data entry, “Is this in stock?” phone calls, and the inevitable human error that happens when you’re typing the same customer name for the third time today.
Operating Sage 100 and a CRM as two separate systems creates a massive bottleneck. When a sales rep closes a deal, they shouldn’t have to wait for an email to be sent to accounting to trigger an invoice. Likewise, they shouldn’t have to call the warehouse to see if a product is ready to ship.
When we talk about Sage 100 integration with IN-SYNCH, we often focus on ecommerce or shipping solutions. But don’t forget about CRM, especially if your company has a dedicated sales team or department. In that case, Sage 100 CRM integration is imperative. By bridging these systems with IN-SYNCH, you transform two separate applications into one cohesive business solution.
Top CRM Integration Options for Sage 100
One of the best things about modern integration is that you aren’t forced into a “one size fits all” box. Here are just a few of the CRM systems that IN-SYNCH can integrate:
Salesforce:
If you need massive customization and a huge app ecosystem, Salesforce is the gold standard. Over 150,000 companies, large and small, use Salesforce to manage marketing, sales, and service.
HubSpot:
THubSpot is perfect for companies where sales and marketing need to be perfectly synchronized. It is popular among small businesses because it offers a free CRM plan with unlimited users, data, and up to 1 million contacts.
Zoho:
A robust, highly customizable option that offers incredible bang for your buck. Zoho has many advanced features but has options for all business sizes. But remember—choosing a CRM is just the beginning.
Real-Time CRM Integration with IN-SYNCH
Unlike generic connectors, IN-SYNCH is a Sage 100-installed application developed by a Sage Certified Master Developer. Here are just a few benefits you’ll see when you integrate your CRM and your Sage 100 systems through IN-SYNCH:
Bidirectional, Real-Time Data:
IN-SYNCH is a high-speed, two-way highway. If a sales rep updates a contact’s phone number in the CRM, it’s updated in Sage 100 instantly. If the sales rep has a large order they need to place, they can see real-time stock levels to ensure there is enough inventory to meet their clients needs.
Strict Security:
Cybersecurity in 2026 is non-negotiable. IN-SYNCH initiates and controls data exchanges from within your Sage 100 server. This means you don’t have to open up your accounting server to the outside world, keeping your most sensitive financial data locked down tight.
System Independence:
We’ve all seen integrations break because one system went down for maintenance. That’s why we designed IN-SYNCH with system independence. If your CRM is offline, Sage 100 keeps humming. Once the CRM is back up, IN-SYNCH automatically catches up, syncing all the missed data in seconds.
Zero Double-Entry:
By integrating systems, you’ll cease the manual labor of re-typing orders and customer info.
Lower Licensing Costs:
Not every sales rep needs a full Sage 100 license if they can see inventory and order history directly in their CRM.
Better Customer Experience:
Your team can answer “Where is my order?” in five seconds because they have the data right in front of them.
On the Edge?
A generic CRM solution isn’t for everyone. You might have yourself an “edge case,” or an integration need that’s truly out of the ordinary. Never fear: our IN-SYNCH team is committed to helping you meet your unique business goals and integration needs. With the IN-SYNCH Connector API, your internal developers can create custom Integrationswithout needing to be experts in the complex Sage 100 table structure.
If you need even more customization (or you don’t have an internal development team), IN-SYNCH is endlessly flexible, which means our team can integrate your Sage 100 with…basically anything! To see this in action, check out our success story from one of our clients who needed a complex Salesforce integration with user-defined fields and third-party addons.
Contact us today to get started!
