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Integrating ACT!, SalesLogix, Sage CRM with MAS or ACCPAC/Sage ERP Accounting

Sage MAS 90 Accounting and Sage MAS 200 ERP are industry-leading business management software solutions for small and midsized companies. Recommended by more CPAs than any other application in its class, it offers a broad selection of feature-rich modules that empower customers with the ability to manage accounting, distribution, and manufacturing to help grow their businesses more effectively.

Get real time access to complete customer and vendor information by integrating your contact management and accounting solutions. Utilizing our ACT! Link for MAS, Dynalink for MAS/SalesLogix, and Greytrix ACCPAC/Sage ERP/Sage CRM accounting links, you will have a complete view of customer and vendor data, you can better handle inquiries and perform follow-up tasks, plus you eliminate duplicate data entry so you can focus on closing more deals. 
            
DynaLink                                                

Once CRM and accounting are integrated, you can launch the following accounting tasks from within CRM:

  • Accounts Receivable – Maintain customers and invoices, and perform customer inquiries

  • Order Entry – Maintain quotes and sales orders, and perform direct invoicing as well as quote, sales order, and invoice inquiries

  • Accounts Payable – Maintain vendors, enter invoices, and perform vendor inquiries

  • Inventory Control and Purchasing – Maintain purchase orders and perform purchase order inquiries

Customize Data Mapping

Map customer and vendor fields to the equivalent CRM contact or company and account data fields for data transfer and synchronization.  Add the ability to track the manufacturing and shipping process or even create the look and feel of MAS through the customization of SalesLogix.  Taking it a step further, we offer data integration solutions with other ODBC compliant databases such as SQL and Oracle.

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