---
title: 'Deltek Costpoint + Sage CRM'
url: 'https://www.staging38.commercient.com/product/deltek-costpoint-sage-crm/'
date: '2026-06-19T10:06:18-04:00'
modified: '2026-06-19T10:06:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Costpoint to Sage CRM, giving your team access to Deltek Costpoint data directly within Sage CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Deltek Costpoint and Sage CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Sage CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Deltek Costpoint Quotes to Sage CRM Opportunities
- Sync Deltek Costpoint Customers to Sage CRM Companies
- Display Deltek Costpoint Invoices in Sage CRM
- Access Deltek Costpoint Items and Inventory from Sage CRM
- Export Sage CRM Opportunities as Deltek Costpoint Sales Orders
- Sync Deltek Costpoint Sales Orders and Status Updates to Sage CRM

## Why Commercient

### Pricing and discount visibility

Sync Deltek Costpoint Price Lists to Sage CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Sage CRM deal values and expected close dates with Deltek Costpoint order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Deltek Costpoint customer credit status and order limits to Sage CRM so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Deltek Costpoint Customers account assignments to Sage CRM Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

## About Deltek Costpoint

Deltek Costpoint is an ERP and project accounting platform for government contractors, managing projects, contracts, compliance, billing, purchasing and financials.

## About Sage CRM

Sage CRM is a customer relationship management platform for small and mid-size businesses, managing contacts, accounts, opportunities, cases and customer communication.

## Frequently asked questions

### What happens if a customer already exists in both Deltek Costpoint and Sage CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Deltek Costpoint and Sage CRM?

Commercient can synchronise key Deltek Costpoint ERP data with Sage CRM, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Deltek Costpoint Customers sync into Sage CRM Companies and Contacts?

Yes, Commercient can sync Deltek Costpoint Customers into Sage CRM as Companies and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Sage CRM Opportunities be connected back to Deltek Costpoint as Sales Orders?

Commercient can support connecting Sage CRM Opportunities back to Deltek Costpoint as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Deltek Costpoint and Sage CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.