HELP Solutions’ Sage MasterBuilder (SMB) Integration for Sage CRM provides a complete business solution for companies in the construction industry.
The Integration allows Sage CRM users to access critical job-specific information from Sage MasterBuilder, and maintain consistent account information between both systems. With the MasterBuilder Integration, Sage CRM users get the best of both worlds: the Customer Relationship Management functionality of SageCRM and the Job Management and Accounting functionality of Sage MasterBuilder.
Features and Benefits:
- Custom workflow for adding new customers
- Vendors and jobs into Sage MasterBuilder
- Read functionality of Sage MasterBuilder
- Job information into SageCRM, including:
- Accounts Receivable
- Payment History
- Change Orders
- Purchase Orders
- Daily update to SageCRM of contact or vendor information changes in Sage MasterBuilder
- Advanced document management
- Personalized reports and communication templates complete with client’s logo and contact information