Looking for a full featured CRM Solution to integrate with your Sage Intacct Accounting Solution? Look no further. Sage CRM now has a bi-directional integration with Sage Intacct Accounting by
- Promoting a Sage CRM Company or Person record to a new Sage Intacct Customer or Contact object record
- Linking an existing Sage CRM record to an existing Sage Intacct record
- importing one or more Sage CRM records from existing Sage Intacct records
- Create a quote or an order from CRM and push it as a sales quote, order or invoice in Intacct.
Watch the brief video