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