Keep Sage for the accounts. Stop emailing customer details to the finance team.
CubeCRM and Sage
Customers, won quotes and invoice history shared between CubeCRM and Sage accounting, with account balances visible to the sales team.
- Accounting
- No per-connector licence
- 01234 672 617
Many UK businesses run Sage for their accounts and a spreadsheet or a disconnected CRM for sales, with customer details copied between them by hand. CubeCRM connects to Sage so that customers are created once and shared, accepted quotes can become draft invoices, and invoiced sales and outstanding balances appear on the customer record. The exact capability depends on which Sage product you run, and we confirm it during discovery rather than promising it in advance.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Both ways
Customers
Customer accounts kept aligned, with one system nominated as master per field.
- Out of CubeCRM
Draft invoices or sales orders
Accepted quotes passed to Sage as draft invoices or orders, depending on the Sage product and your process.
- Into CubeCRM
Invoiced sales and balances
Invoice history and outstanding balances shown on the customer record for account managers.
How it behaves
The detail that decides whether it is actually useful
Works with the Sage you have
Sage Accounting and Sage 50 are supported, with capability confirmed per product during discovery.
Nothing lost in transit
Failed posts are queued, reported and retried, with a reconciliation view of anything outstanding.
Your nominal codes
Products and services mapped to your nominal codes and tax codes during setup.
Credit status for sales
Accounts on stop or overdue flagged in CubeCRM, so sales know before promising anything.
Setting it up
Three steps, done during setup
- 1
Confirm which Sage product and version you run - the connection method differs between cloud and desktop products.
- 2
Match existing customers and map products and services to nominal and tax codes.
- 3
Run in parallel for a short period, comparing results against your normal process, before switching off manual entry.
Questions
What people ask about this one
Sage Accounting (cloud) and Sage 50 are supported. If you run Sage 200 or another product, ask - the answer depends on version and hosting, and we would rather check than guess.
You may not need to. If it works for you, keep it. People usually talk to us when they want a CRM that the sales team finds easier to use, that syncs with Microsoft 365 or Google Workspace, and that can grow into a full ERP later.
No. Sage remains your accounting system. CubeCRM handles the customer relationship and the work before the invoice.
No. The integration is part of the platform. You need your own Sage licence.
Related
Usually set up at the same time
- XeroCustomers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record.
- QuickBooksCustomers, accepted quotes and invoice history shared between CubeCRM and QuickBooks Online, with balances visible to sales.
- CubeERPCubeCRM shares its data model with CubeERP. When you need sales orders, stock, purchasing or production, it is an upgrade on the same records - not a migration.
Sage
Check the Sage detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
