Most business leaders assume that low customer engagement happens because of technology choices. In reality, it’s the silent disconnect between systems — sales, finance, and operations that breaks the customer experience.
When your CRM and ERP (Sage100) operate in silos, your teams can’t deliver on those expectations. Sales might promise what finance can’t see, and customer service scrambles to find updates buried in different systems.
Here’s what customers expect today:
- 71% want personalized experiences — and feel frustrated when they don’t get them.
- 90% say getting an immediate response to their questions is essential.
- 73% expect a smooth, connected experience across every channel and device.
If your system doesn’t talk to each other, the customer feels it. And in 2025, they won’t wait around while you catch up.
At APPSeCONNECT, we’ve built robust connectors to streamline data flows between Sage100 and CRMs. This way, every team gets the full picture, and every customer interaction feels intelligent, timely, and personal.
Why connect your CRM with Sage100?
Integrating your CRM with Sage100 offers huge potential to improve business success.
For example, you keep most of your customer data in your CRM solution, and store financial data in your Sage100. This means that your organisation works with two sets of data and spends time updating customer data in both systems.
Working this way impacts your results. As an iPaaS solution, APPSeCONNECT connects Sage 100 with CRMs, and we don’t recommend working with separate, disconnected systems.
Want more reasons? Here’s why you should consider connecting your CRM with Sage100:
Eliminate data silos
Simply put, data silos occur when information is stored in separate systems or departments and cannot be easily accessed, shared, or integrated across an organization.
According to IDC Market Research, data silos can cost companies 20%–30% of their annual revenue due to operational inefficiencies. For a mid-sized business generating $10 million in revenue, this translates to a loss of $2–3 million each year.
In the context of CRM and ERP, this means that sales reps requesting data from the finance departments (or worse) don’t even know that certain information exists. By connecting both systems, data flows between them seamlessly, and silos are inherently stripped away.
Centralization of accounts and contacts
Both CRM and ERP store detailed customer information, including contact information, order history, and billing/shipping details.
By integrating both systems through APPSeCONNECT, all details appear in a single, unified account, giving your teams a 360-degree view of the customer. This 360-degree view of the customer empowers teams to work more efficiently, provide faster and more accurate responses, and offer personalized service.
Increase customer engagement
Thanks to the rise of artificial intelligence, customers now expect instant responses. They want faster updates, accurate responses, and personalised responses when they reach out.
Integrating a CRM with an ERP system like Sage 100 enables sales, support, and service teams to access real-time updates on orders, inventory, and payments.
Over time, these improvements lead to higher customer satisfaction, stronger trust, and increased loyalty, turning everyday interactions into opportunities for lasting relationships.
Save time and money
Creating one integrated system between CRM and ERP means employees don’t have to check and update records in both places manually.
According to SmartSheet, 40% of employees spend at least a quarter of their workweek on repetitive tasks such as manual data entry, reconciliations, or cross-checking information between systems.
By leveraging APPSeCONNECT’s CRM-Sage 100 integration, the flow of data between systems is fully automated. With more time available, teams can focus on high-value activities such as networking, strategic planning, cross-selling, or upselling to existing customers—actions that directly impact revenue growth.
What you can sync between Sage100 & your CRM
Here are a few examples that illustrate the integration of different fields to ensure data transparency and simplify data access.
Use case #1: Account to customer integration
Most often, what drives the need for CRM and ERP integration is the need to optimize the CRM Quote and ERP Sales order process. To process an order, you need to transfer CRM data into your ERP because the order is linked to a customer.
Integrating through APPSeCONNECT creates a logical workflow that is bidirectional, so both the sales and the finance organization can maintain the customer information. This eliminates conflicts between sales and finance about whose task it is to create the entry manually in the other system.
Use case #2: Product to item integration
If you work with products and want to create quotes from your CRM system, then you need to make product information available there. And, if you want to support ‘Quote to Sales Order’, then the data should be consistently maintained in both systems.
The product-to-item integration ensures both Sage100 and your CRM have the same name in both systems without creating doubts about whether you are mapping the correct fields.
Use case #3: Sales & Order Data
Sales orders, quotes, and fulfillment information can be synced so that every team stays informed and aligned. This way, your sales team never has to enter an ERP system again.
These are some key fields to be integrated:
- Quotes & Orders: Opportunities or quotes created in CRM can be automatically converted to ERP sales orders, eliminating manual entry.
- Order Status & Fulfillment: Real-time updates from ERP on shipped, pending, or backordered orders ensure sales reps can give accurate delivery timelines.
- Pricing & Discounts: Sync standard pricing, negotiated rates, and discount rules so sales proposals match what ERP expects.
By syncing sales and order data between ERP and CRM, businesses can create a seamless flow from the initial customer interaction to final delivery.
Use case #4: Financial & payment information
Integrating ERP with a CRM brings financial transparency to the front line of your business. It provides additional information in your CRM that is hard to find without your ERP (Sage100), like payment patterns, overdue amounts, etc.
Besides being valuable information for sales negotiation, it also helps sales reps and service teams access open invoices, past payments, and billing history without switching systems.
Ultimately, this integration enhances the customer experience by enabling faster responses, accurate quotes, and reliable order fulfillment.
Give your sales team instant financial visibility. Connect CRM & Sage100 seamlessly with APPSeCONNECT.
Popular CRMs that integrate with Sage100
Choosing the right CRM software to integrate with Sage100 can be a daunting task, considering the multitude of options available in the market.
We’ve listed the best CRM software that can simplify your business processes, enhance customer satisfaction, and maximize your overall efficiency. APPSeCONNECT lets you connect all of them with your Sage100 ERP.
Salesforce
It’s hard to place any other CRM besides Salesforce at the top of this list. After all, it captures the CRM market (20.7%). Hundreds of thousands of businesses, from startups to global enterprises, depend on Salesforce to manage and streamline their entire sales operations.
Integrating Salesforce with Sage 100 ERP connects your front-end customer relationship management system with your back-end financial and operational system. The best part about Salesforce is that you can build on add-ons and custom-build integrations. This flexibility is great if you’re scaling fast or feel your current software isn’t keeping up.
APPSeCONNECT provides multiple Salesforce connector packages across ERP, ecommerce and lead generation tools.
Zoho CRM
Zoho CRM has over 50 million users in over 180 countries, making it one of the most popular CRMs on the market. It offers some of its apps for free, including a free forever edition of Zoho CRM for up to three users. The rest of the features require a subscription.
But even on its paid plans, Zoho is an affordable alternative among its competitors, making it an excellent option for small and medium-sized businesses.
Plus, it integrates with a range of other Zoho products- a massive software suite with accessible pricing plans. Zoho CRM also integrates with APPSeCONNECT to seamlessly connect with Sage100.
These are some of Zoho’s pre-built connector packages that you can try to connect your CRM to SAP and Dynamics 365.
Hubspot CRM
HubSpot is a one-stop shop for managing every stage of the customer lifecycle, from sales and marketing to customer relationship management. It’s a generous free plan. It provides unlimited CRM contacts, with basic CRM features across all its hubs.
The platform itself is a breeze to use and easy to navigate. You can quickly move from posting to your company blog to tracking support tickets, along with accessing useful reporting dashboards.
Seamlessly connect Hubspot CRM with Sage100 and other platforms:
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a cloud-based customer relationship management (CRM) platform developed by Microsoft. It helps your sales, marketing, and service teams work from the same data, collaborate in real time, and deliver personalized experiences, while seamlessly connecting to the Microsoft ecosystem you already use every day.
Microsoft Dynamics 365 CRM includes built-in AI capabilities that help automate repetitive tasks, predict customer behavior, and identify the best next actions. For instance, it can analyze communication patterns to suggest which leads are most likely to convert or flag potential churn risks before they happen.
APPSeCONNECT provides multiple Microsoft connector packages across ERP, ecommerce and lead generation tools.
Integrate Salesforce, Zoho, HubSpot, or Dynamics 365 with Sage100 effortlessly. Explore APPSeCONNECT connectors now.
How to integrate CRM with Sage100?
When it comes to integrating Sage100 and CRM systems, businesses have several methods to choose from. The best option depends on the complexity of your systems, budget, and desired level of customization. Here are the most common integration methods:
Custom API Integration
This method involves developing a custom integration between Sage100 and CRM using APIs provided by both platforms. While it provides the highest level of customisation and control, it requires significant resources and technical expertise.
The cost of a custom integration (like connecting a CRM with an ERP such as Sage 100) can vary a lot depending on several factors, but here’s a realistic breakdown so you can estimate it:
| Integration Type | Approximate Cost Range |
|---|---|
| Simple (1-way data sync, few fields) | $2,000 – $5,000 |
| Moderate (2-way sync, multiple modules) | $6,000 – $15,000 |
| Complex (custom workflows, multi-system orchestration, automation rules) | $20,000 – $50,000+ |
It’s ideal for businesses with every specific integration need that can’t be met by off-the-shelf solutions. Another downside of this method is that whenever your business grows or scales, you’ll need to modify the custom integration. It doesn’t adapt automatically, but if you want a highly personalised integration experience, this is the way to go.
Standard connector
A standard connector can be an excellent option to integrate Sage100 with your CRM without the hassle of custom coding. Since APIs are already built into the software, it is a simple and cost-effective option for minimal and straightforward integration needs.
Standard connectors are designed to handle common business processes, such as syncing customer contact details, basic orders, invoices, or product lists.
While this works for many organizations, companies with unique workflows often find these connectors restrictive. For example, a business that needs to apply custom pricing rules, complex discount structures, or multi-step approval processes may find the standard connector unable to accommodate these requirements.
In such cases, relying solely on a standard connector may lead to manual workarounds or inefficient processes that undermine the integration’s benefits.
iPaas
iPaaS stands for Integration Platform as a Service, which uses a cloud-based platform to connect systems. Using an iPaaS for CRM Sage100 integration means no custom code, just a clean setup and automation.
It’s best for:
- Mid to large enterprises looking for reliable, automated integrations.
- Teams prioritizing scalability, proactive monitoring, and reusable workflows.
- Non-developers or hybrid teams requiring flexible, no-code integration solutions.
If you are looking for the no. 1 iPaaS solution provider for your small-to-mid-sized business, then the best option that you have in hand is APPSeCONNECT. It doesn’t just connect Sage100 with CRM; it helps with data mapping, intelligent data transformation, and real-time data ingestion.
Going with an iPaaS solution like APPSeCONNECT is ideal when you need to orchestrate multiple systems, such as syncing data between your SageERP and CRM, marketing automation platform, or third-party logistics provider.
It’s a low-cost, budget-friendly option that offers scalability, flexibility, and strong integration capabilities.
Benefits of using APPSeCONNECT for Sage100 integration
APPSeCONNECT is a leading iPaaS integration solution provider for enterprises looking to connect their Sage100 ERP with their CRM effortlessly. Its goal is to move the right business data to the right system at the right time without brittle handoffs.
Here’s why APPSeCONNECT is the best solution for Sage100 integration:
Seamless real-time synchronisation between Sage100 and your CRM
On average, a knowledge worker spends over 12 hours per week searching for and retrieving critical information trapped in siloes.
APPSeCONNECT ready-Sage100 connector eliminates this challenge by automating routing tasks like syncing customer records, updating order and inventory data in real time, and ensuring invoices and payments are seamlessly reflected across both CRM and ERP systems.
Besides this, it offers:
- Bidirectional Sync: Enables seamless two-way data flow with no need for custom scripts.
- Sub-Minute Latency: Ensures updates are reflected across systems in under a minute.
- Pre-Built Mapping: Comes with predefined field mappings to eliminate manual setup.
- Automatic Error Recovery: Retries failed transactions automatically until they’re successfully processed.
For example, a manufacturing company can use APPSeCONNECT to sync new sales orders from Salesforce into Sage 100 in real time, ensuring production and finance teams work with accurate data, reducing order processing time by 60% within a single quarter.
Automates customer data updates and order management
APPSeCONNECT’s low-code ProcessFlow designer automatically updates customer and product tables so that the finance team can see live credit limits and the logistics team can fetch accurate stock.
Its features include:
- Auto Discounts: ERP-based pricing and discounts are instantly applied to CRM deals.
- Order-to-Cash Automation: Invoices are generated automatically within seconds of quote approval.
- Inventory Control: Real-time stock allocation prevents duplicate or oversold items.
- Live Status Updates: Customers can track shipment progress directly, eliminating the need for manual email updates.
- Comprehensive Audit Trail: Every data change is logged and viewable through dashboards for complete compliance visibility.
For example, a wholesale distributor can use APPSeCONNECT to automatically generate Sage 100 invoices the moment a Salesforce quote is approved, while instantly updating stock levels and customer order status — cutting manual data entry and delivery errors by over 70%.
Pre-Built connector for rapid deployment
Deploying Sage100 integration with your CRM takes just 30 minutes rather than days or months. The Sage100 connector comes with pre-mapped workflows for product listings, inventory updates, order creation, and more.
These pre-built connectors include:
- Product & Inventory Sync: Keeps product data and stock levels consistent in real time to prevent overselling.
- Order & Customer Data Sync: Automates the exchange of order and customer details for accurate fulfillment.
- Price & Promotion Sync: Instantly updates pricing and discounts across all platforms to stay competitive.
- Return & Refund Workflow: Streamlines post-purchase processes by syncing return and refund information automatically.
Enhanced security and compliance
All communication in the APPSeCONNECT follows a centralized security system that encrypts data and uses a protected plug.
APPSeCONNECT’s Enhanced Security & Compliance Measures:
- Role-based access
- 2-Factor authentication
- SOC2-level monitoring
- Secure authentication
- GDPR and CCPA compliance
- APPSeCONNECT also provides HIPAA and CLOUD ACT-compliant integration solutions for handling sensitive data in the US.
It also adheres to US-specific compliance requirements like:
- ISO 27001 certified
- SOC 2 (Type II) certified
- GDPR Compliance
- Encryption at Rest and in transit (256-bit AES)
No-code self-service setup-
APPSeCONNECT provides an intuitive, no-code, drag-and-drop interface that lets you map data fields, build workflows, and define business rules through easy point-and-click actions, allowing you to set up and manage integrations without coding or constant IT support.
To scale efficiently, APPSeCONNECT empowers users with:
- Guided Prompts: Step-by-step assistance throughout the onboarding process.
- Drag-and-Drop Mapping: Effortlessly link data fields with a single click.
- Real-Time Validation: Instantly verify connections as you configure them.
- Visual Progress Tracking: Monitor setup progress with clear status indicators.
- Automated Error Handling: Automatically detect and retry failed syncs without manual intervention.
In under thirty minutes, you map fields, validate connections, and finish integration without writing manual code.
Unlock the full potential of your Sage100-CRM integration
Every dollar a company spends on CRM gets back $8.71.
Manually handling data between your CRM and ERP can lead to missed sales opportunities and cash flow issues, ultimately affecting your business’s profitability. Investing in a robust integration platform can significantly boost your business operations.
The best way to do this is by using an iPaaS solution like APPSeCONNECT, which excels in Sage100 and CRM integration. Whether you need ready-to-use connectors or advanced custom integrations, our platform is designed to connect leading CRMs with Sage100 seamlessly.
Frequently Asked Questions
Integrating your CRM with Sage100 eliminates data silos, centralizes customer accounts and contacts, and ensures teams have access to real-time information. This improves customer engagement, boosts operational efficiency, and helps your organization provide faster, more personalized service.
Without integration, sales, finance, and operations work in silos. This leads to duplicated efforts, delayed responses, manual data entry, inconsistent pricing, and poor customer experiences.
With pre-built connectors and a no-code interface, you can map fields, validate connections, and complete integration in under 30 minutes.
Absolutely. APPSeCONNECT is designed for scalability, allowing you to add new systems, automate additional workflows, and expand integrations without custom coding.
Studies show that every dollar spent on CRM can yield $8.71 in return. By integrating with Sage100, businesses reduce manual work, increase efficiency, and improve customer satisfaction, often achieving full ROI within 6 months.
