Craft personalised marketing assets that reach your ideal customer profile to reduce turnaround times and spend less time creating unsuccessful campaigns. Build pre-configured workflows that sync data from both systems to monitor your outreach.
The #1 Stock-Aware CRM for Sage 50 Accounting Software
Our Sage 50 CRM integration allows users to simplify accounting and sales processes with an integrated solution that works in tandem to save time on admin tasks
CRM & Sage 50 Integration
Real-Time Updates
Sage 50 and Prospect CRM generate a two-way sync that allows the systems to communicate effectively with live data that keeps all teams on the same page. Access sales insights, customer records, and order details in one system at any time, from any location.
Scalable Integration
As your sales growth gains momentum, Prospect CRM and Sage 50 will scale alongside your business by storing large quantities of data and organising customer information for long-term use. View historical records while populating your database with new information as you expand.
Holistic Customer Overview
Segment your customers by order frequency, store campaign history against contacts, and report on inactive customers with Prospect CRM integrated to Sage 50. Uniting sales and accounting information in one system allows you to understand your existing customer base and foster loyalty.
Customer Success Stories
Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before.
Why Prospect CRM?
Offer Faster Service
Get immediate access to customer records, product data, and financial information, and answer customer queries without sifting through spreadsheets. Eliminate discrepancies between your systems and provide a seamless customer journey and aftersales process with dynamic data to-hand at all times.
Personalise Your Interactions
Tailor campaign activities and quoting processes with CRM integrated to Sage 50 accounting software to ensure your communications are personalised with accurate pricing information and product data. Set follow-up reminders with automated notifications to ensure you’re regularly engaging with leads.
Order Status Tracking
Give your Sales team access to real-time updates on order and invoice statuses with Sage 50 connected to Prospect CRM. Adopting an intelligent tech stack will ensure that order statuses are in constant motion by identifying bottlenecks in the fulfillment process.
Trusted by wholesale businesses worldwide
Grow your business with CRM integrated to Sage 50 Accounts
Centralise Your Lead Database
Capture and store leads in Prospect CRM while syncing accounting data from Sage 50 to identify potential opportunities to target high-value leads. Leverage tools like customer segmentation and end-to-end reporting to track your leads as they move through the sales funnel.
Targeted Outreach
Get Comprehensive Customer Insights
Access financial details like credit limits and invoices in a centralised location to inform your prospecting strategies. Prospect CRM’s integration to Sage 50 enables product-based businesses to use historical purchasing trends to understand customer needs and unlock cross-sell and upsell opportunities.
Improve Close Rates
Ensure your sales reps have access to credit terms, outstanding balances, and past payment behaviours during the negotiation stage with CRM and accounting software solutions integrated, quickly converting approved quotes into sales orders for immediate processing.
Accurate Quoting
Create quoting templates in Prospect CRM and populate your designs with accurate data pulled from Sage 50 based on pricing rules and discount structures. With approve or deny buttons built into your quotes, customers can quickly process orders on their end for instant order fulfilment.
Monitor Your Performance
Combine customer, sales, and financial data in one system and produce insights that predict future sales as well as identify growth opportunities within your industry. Prospect CRM’s reporting software extracts crucial data from Sage 50 and converts the isolated data into actionable insights that fuel growth.
FAQs
What is Sage 50?
Sage 50 is a market-leading accounts software that makes managing customer, supplier and day-to-day finances as easy as possible.
How much does Prospect CRM cost?
After your 14-day, Sage 50-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Sage 50?
It's easy! Just follow these simple steps.