Qnect for Sage CRM
Seamlessly connect Sage 200 and Sage CRM
Ideal for companies with:
Sage 200 who need integrated CRM
Single or Multiple Sage 200 trading companies
Requirement to see real-time stock availability externally
Sales teams that need to access customer history instantly
Service teams that need to see all areas of a customer’s account
Why Choose Qnect for Sage CRM?
A world without duplicate records or disconnected workflows.
Whether you manage a single entity or multiple trading companies, Qnect ensures that your teams across the business (finance, sales, marketing, and service) work from the same data.
Key Software Features:
- Real-time integration of Sage CRM & Sage 200 Professional
- Instant Sage 200 customer creation
- Ability to post and synchronise quotes, customers, suppliers and orders between Sage CRM & Sage 200
Contact us today to find out how Qnect for Sage CRM can benefit your business!
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Qnect by Qmulus
Experience better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business by combining Sage CRM with Sage Accounts.
- Clearer Data: Eliminate silos and gain real-time visibility across finance, sales, and service.
- Less Manual Work: Automate data entry and reduce errors, freeing your team to focus on growth.
- Improved Efficiency: Streamline processes and make faster, more informed decisions.
- Better Intelligence: Gain a clear understanding of your customers, their priorities and profitability with financial and non-financial data combined.
Reduce manual processing
Information entered on Sage CRM at any stage of the sales process will flow through to Sage 200 without needing duplicate entries, saving you time and hassle.
Know your customers
Gain detailed insight into what your customers value most. Improve ROI on your campaigns and product strategies.
Manage disputes
See all elements of customer account in one place – from orders made to accounts and product availability. Solve disputes before they turn into deeper issues.
Ease data burdens
Produce quotes for prospects in Sage CRM without linking them to Sage 200. Reduce the load of data in Sage 200, keeping the software fast and efficient.
Key Features of Qnect for Sage CRM
Processing Quotes
Create and send professional quotes in minutes with no more manual work or system switching.
Add products, custom items, and comments with ease, then generate polished PDFs and email them directly to prospects or customers from within Sage CRM.
With Qnect, product details and pricing sync automatically from Sage 200, ensuring accuracy and consistency every time. Plus, the full Sage CRM quote functionality is available via any web browser, giving your team flexibility and speed wherever they work.
Processing Orders
Turn quotes into confirmed orders in seconds.
Create orders directly into Sage CRM or convert approved quotes. Once your customer agrees, post the order straight into Sage 200 with one click and click the “Post to Sage Accounts” button when viewing the order.
Enjoy faster processing, fewer errors, and complete visibility across your systems.
Instant Data Accessibility
Stop wasting time on repetitive data entry.
Information flows seamlessly into Sage 200 from Sage CRM, giving your team real-time visibility and reducing costly errors.
By storing details about phone calls, emails or meetings, you can better manage your sales and reduce errors from repeated data entry.
- Stay on top of every interaction – track calls, emails, and meetings effortlessly
- Accelerate your sales cycle – manage pipelines, quotes, and orders in one place
- Deliver better customer experiences – record issues and marketing activities for smarter decisions
A Full Customer-Centric Suite
Sage APIs and Integration
Extend your Sage solution to suit your individual needs with add-ons and API-powered software integrations.
What our clients have to say...
Your willingness to show us how to sort problems, rather than just magically doing them in the background, is exactly what attracted me to moving over to [PKF] Smith Cooper. It does feel like we have a partner, rather than just a vendor, in this process.
Jon Whiten
Owner at DeeGee Controls LTD
The PKF Support team are very helpful and patient when queries are raised. They work through Year End processes with me, allowing me to understand exactly what is happening as we go.
Clare Griffiths
Finance and Admin Manager at HTRAK