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Accounting & Finance

Turn every deal into an invoice

Connect your Sage Accounting account to OnePageCRM, the best action-focused sales CRM for small businesses. Easily automate routine tasks and focus on growing revenues.

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sage crm integration
pipeline crm feature
invoicing

Create invoices straight from within CRM

  • Have a full view of your invoicing process directly from your CRM account.
  • Automatically pre-populate invoices with Deal Items and contacts’ information.
  • Create a professional-looking invoice and send it to your customers in just a few clicks.
accurate accounting

Streamline sales and financial processes

  • Keep financial details up-to-date and accurate.
  • No more manually comparing data between different apps.
  • View a saved copy of your Sage invoice at any time from OnePageCRM.
invoicing
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See how it works

Have a look at how this Sage CRM integration works.
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Integrate Sage with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your client database into a simple to-do list (we call it Action Stream).
crm with follow up reminders
Set follow-up reminders next to contacts.
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See a prioritized list of tasks for today.
target
Stay motivated with the Target Widget.
profile
Keep all client info on one scrollable page.
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Built an integration with OnePageCRM?

If you’re building your own integration with OnePageCRM, we’d like to hear from you! Fill out the form below and we’ll get back to you.
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Connect Sage to your CRM

Discover the full potential of our simple CRM by integrating it with Sage. Keeping in touch with clients and growing sales have never been easier.
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FAQ about Sage CRM Integration

  • How easy is it to integrate Sage with OnePageCRM?

    This CRM integration is all about minimal setup and easy access.

    Setting up the integration with Sage Accounting is quick and easy. Once connected you can easily access Sage Accounting right from the deals area in OnePageCRM. This is the place you’re handling all your projected sales from.

  • Can this CRM integration help me reduce data entry?

    Yes, our Sage CRM integration can help you save time.

    By connecting OnePageCRM with Sage Accounting, you can create invoices in a fraction of the time.

  • How does Sage CRM integration save time?

    It reduces admin and removes double entry:

    — Send contact information to Sage in just one click. It can be either organization, address, telephone number or deal information (date created, due date, description, amount, etc.).

    — Eliminate manual logging of financial interactions and activities.

    — Search or create contacts in Sage Accounting from within OnePageCRM. No need to keep switching from one system to the other. View your customer activity or make small updates in one place. If a sales representative is working from the Pipeline page in OnePageCRM and sees that an invoice is due to be sent, they can do so easily without leaving the CRM!

  • Can I use this integration to streamline my sales process?

    Yes, you can!

    Connecting the integration ensures that key data associated with your customer is always kept up to date. It’s all about accuracy and saving your team time.

    No need to second guess which data is correct. A draft of the invoice is created in a matter of seconds from the contact and deal information provided in OnePageCRM. And data is updated in both OnePageCRM and Sage Accounting.

    This makes it easy to cross-reference when needed. No more extra meetings to discuss what invoices need to be raised improving overall team productivity. This CRM integration helps create an easy workflow within your business.

  • Why do I need to integrate Sage Accounting with OnePageCRM?

    By integrating Sage Accounting with OnePageCRM, you get the best of both worlds. Sage Accounting focuses on invoicing and OnePageCRM on sales and pipeline management. You can reap the benefits of the two, save time and streamline your sales process.
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