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Sage Accounting

Sage Accounting is cloud accounting software. Small businesses use it to send invoices, track payments, and manage their accounts.

The Sage CRM integration lets you create Sage invoices from your OnePageCRM deals. The invoice details are filled in from the deal, and a copy is saved in the CRM.

Need to set it up? See our Help Docs.

Create invoices straight from your CRM

  • Have a full view of your invoicing process directly from your CRM account.
  • Automatically pre-populate invoices with Deal Items and contacts' information.
  • Create a professional-looking invoice and send it to your customers in just a few clicks.

Keep your financial data accurate

Create an invoice from a deal, and Sage fills it in with the contact and deal details from OnePageCRM.

A copy of every Sage invoice is also saved in OnePageCRM, so you can open it any time without leaving the CRM.

Watch video overview

CRM Sage Integration: How to Connect Your CRM with Sage Accounting | OnePageCRM Tutorial1:19

Questions

Very. The setup is quick, and once connected, you'll find Sage Accounting right in the deals area of OnePageCRM, where your projected sales already live.

Yes, that's most of the point. Invoices are pre-filled from the data already in your CRM, so you create them in a fraction of the time.

It removes the double entry. Contact details (organization, address, phone number) and deal details (dates, description, amount) go to Sage in one click, and you can search or create Sage contacts without leaving OnePageCRM.

Yes. A draft invoice is created in seconds from the contact and deal information in OnePageCRM, and the data stays updated in both systems, so nobody has to second-guess which numbers are correct.

Because you get the best of both worlds. Sage Accounting focuses on invoicing, OnePageCRM on sales and pipeline management, and the integration lets you benefit from both without extra admin.