---
title: 'ShopWorks + Sage CRM'
url: 'https://www.staging38.commercient.com/product/shopworks-sage-crm/'
date: '2026-06-19T11:18:32-04:00'
modified: '2026-06-19T11:18:32-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ShopWorks to Sage CRM, giving your team access to ShopWorks 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 ShopWorks and Sage CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Sage CRM. The integration can support both ERP-to-CRM and CRM-to-ERP sync directions, with objects and frequency defined per project scope.

## What syncs

- Update Sage CRM Contacts from ShopWorks Customer Contacts
- View ShopWorks Inventory in Sage CRM
- Sync ShopWorks Payments to Sage CRM Account Records
- Access ShopWorks Price Lists from Sage CRM
- Sync ShopWorks Credit Notes to Sage CRM
- Import Sage CRM Contacts as ShopWorks Customer Contacts

## Why Commercient

### Quote-to-order workflow

Connect Sage CRM Quotes to ShopWorks Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync ShopWorks payment status, open Sales Orders and credit data to Sage CRM so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Sage CRM new Companies to ShopWorks Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync ShopWorks 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.

## About ShopWorks

ShopWorks is business management software for screen printing, embroidery and promotional products companies, managing orders, production, inventory, purchasing and billing.

## 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 ShopWorks Items and Inventory be accessed from Sage CRM?

Yes, Commercient can sync ShopWorks 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 ShopWorks and Sage CRM?

Commercient can support bidirectional sync between ShopWorks 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 ShopWorks Price Lists sync to Sage CRM for sales quoting?

Yes, Commercient can sync ShopWorks 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 ShopWorks data in Sage CRM?

Commercient can support surfacing ShopWorks 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 ShopWorks and Sage CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's ShopWorks 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.