Microsoft CRM Accounts Integration

The SYNC Uploader for CRM integrates your sales ledger with Microsoft CRM. We support several accounting systems including Sage and QuickBooks and offer a consultancy package to integrate with any accounting system.

Please view our videos by selecting the Sage or Quickbooks video on the right hand side of this page or find out more about evaluating the SYNC Connector.

New customers, products and invoices are automatically copied from the accounting database into CRM eliminating the need to key in information twice. The account balance and credit limit is updated against the CRM account entity and the full invoice history can be uploaded so that you can create reports and marketing lists according to the product purchasing history of your customers.

Two-way integration is possible with Sage Line 50 to allow you to exploit the full sales cycle within CRM. A sales order or product invoice is created automatically within Sage each time an order is accepted by the customer and uploaded from CRM together with new products and customers.

The SYNC Uploader for CRM retails at £995 plus VAT for a 10 user CRM installation with additional 10 user license packs available for £495. We recommend that you purchase annual software assurance at 20% of the software price and we can install the software over a VPN for a fee of £100.

You may also like to look at our SYNC Accounting software which provides a read-only view of your accounting database accessible within CRM.

Please take a look at our video and email sync@redware.com or call Stamati Crook on 0845 3010 444 with your requirements and we can often integrate your accounting system with CRM within 24 hours.