---
title: 'Exact JobBOSS + Sage CRM'
url: 'https://www.staging38.commercient.com/product/exact-jobboss-sage-crm/'
date: '2026-06-19T10:19:43-04:00'
modified: '2026-06-19T10:19:44-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact JobBOSS to Sage CRM, giving your team access to Exact JobBOSS 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 Exact JobBOSS and Sage CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Sage CRM. The connection gives account teams a unified view of customer financial history without leaving Sage CRM.

## What syncs

- Export Sage CRM Opportunities as Exact JobBOSS Sales Orders
- Sync Exact JobBOSS Sales Orders and Status Updates to Sage CRM
- Update Sage CRM Contacts from Exact JobBOSS Customer Contacts
- View Exact JobBOSS Inventory in Sage CRM
- Sync Exact JobBOSS Payments to Sage CRM Account Records
- Access Exact JobBOSS Price Lists from Sage CRM

## Why Commercient

### Upsell and cross-sell visibility

Access Exact JobBOSS purchase history and product usage data in Sage CRM so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact JobBOSS customer region and territory data to Sage CRM so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Exact JobBOSS Contacts to Sage CRM Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Exact JobBOSS Customers to Sage CRM Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

## About Exact JobBOSS

Exact JobBOSS is a job shop ERP for small custom manufacturers, covering quoting, job management, scheduling, inventory and accounting.

## 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

### How often does the Exact JobBOSS 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.

### Can sales reps see Exact JobBOSS Invoices and Payments inside Sage CRM?

Yes, Commercient can surface Exact JobBOSS Invoices and Payments data inside Sage CRM so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact JobBOSS Items and Inventory be accessed from Sage CRM?

Yes, Commercient can sync Exact JobBOSS Items and Inventory to Sage CRM so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact JobBOSS and Sage CRM?

Commercient can support bidirectional sync between Exact JobBOSS and Sage CRM, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Exact JobBOSS Price Lists sync to Sage CRM for sales quoting?

Yes, Commercient can sync Exact JobBOSS Price Lists to Sage CRM so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.