---
title: 'Exact MAX + Sage CRM'
url: 'https://www.staging38.commercient.com/product/exact-max-sage-crm/'
date: '2026-06-19T10:20:56-04:00'
modified: '2026-06-19T10:20:56-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Sage CRM, giving your team access to Exact MAX 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 MAX and Sage CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Sage CRM. With accurate ERP data in Sage CRM, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Exact MAX Payments to Sage CRM Account Records
- Access Exact MAX Price Lists from Sage CRM
- Sync Exact MAX Credit Notes to Sage CRM
- Import Sage CRM Contacts as Exact MAX Customer Contacts
- Connect Exact MAX Quotes to Sage CRM Opportunities
- Sync Exact MAX Customers to Sage CRM Companies

## Why Commercient

### Credit and order limit visibility

Sync Exact MAX 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 Exact MAX 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.

### Upsell and cross-sell visibility

Access Exact MAX 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 MAX 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.

## About Exact MAX

Exact MAX is a manufacturing ERP for mid-size discrete manufacturers, managing bills of materials, production scheduling, inventory, 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

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

Yes, Commercient can sync Exact MAX 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.

### Can Commercient support dashboards or reporting from Exact MAX data in Sage CRM?

Commercient can support surfacing Exact MAX data inside Sage CRM views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Exact MAX and Sage CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Exact MAX and Sage CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Exact MAX Sales Orders history sync to Sage CRM account records?

Yes, Commercient can sync Exact MAX Sales Orders history to Sage CRM Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Exact MAX 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.