---
title: 'Sage 100 + Close CRM'
url: 'https://www.staging38.commercient.com/product/sage-100-close-crm/'
date: '2026-06-19T10:56:44-04:00'
modified: '2026-06-19T10:56:44-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 100 to Close CRM, giving your team access to Sage 100 data directly within Close 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 Sage 100 and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. Account managers can review open Sage 100 AR Invoices and Sales Orders alongside Close CRM deal activity to prioritise follow-ups and renewals.

## What syncs

- View Sage 100 Inventory in Close CRM
- Sync Sage 100 Cash Receipts to Close CRM Account Records
- Access Sage 100 Price Levels from Close CRM
- Sync Sage 100 Credit Memos to Close CRM
- Import Close CRM Contacts as Sage 100 Customer Contacts
- Connect Sage 100 Quotes to Close CRM Opportunities

## Why Commercient

### Forecast and pipeline accuracy

Align Close CRM deal values and expected close dates with Sage 100 order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Sage 100 customer credit status and order limits to Close CRM so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Sage 100 Customers account assignments to Close CRM Organizations 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 Sage 100 purchase history and product usage data in Close CRM so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

## About Sage 100

Sage 100 is an ERP solution for small and mid-size businesses, managing accounting, inventory, manufacturing, sales orders and customer data.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Does Commercient support two-way sync between Sage 100 and Close CRM?

Commercient can support bidirectional sync between Sage 100 and Close 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 Sage 100 Price Levels sync to Close CRM for sales quoting?

Yes, Commercient can sync Sage 100 Price Levels to Close 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 Sage 100 data in Close CRM?

Commercient can support surfacing Sage 100 data inside Close 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 Sage 100 and Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage 100 and Close CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage 100 Sales Orders history sync to Close CRM account records?

Yes, Commercient can sync Sage 100 Sales Orders history to Close CRM Organizations 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.