Connect Clientify CRM with Sage50 ERP

This integration is based on linking the Sage50 ERP to Clientify. Get the advantage of using Clientify’s CRM with marketing automation using your client data to perform actions and drive more sales.

Do you already use Clientify but miss functions it cannot provide? Do you have separate accounts for Clientify and Sage50 and want to sync them? This integration is the solution.

The integration between Clientify and Sage50 enables connecting the two systems, simplifying processes, avoiding data duplication, and ensuring both tools are always up to date.

But let’s start from the beginning: what are Clientify and Sage50? We’ll explain it right here.

Clientify: Marketing Tool

Clientify is a marketing tool for managing customer relationships. Among its features is contact management, which allows you to import contacts from social networks and subsequently interact with them within the tool—creating tasks, scheduling meetings, etc.

It is important for businesses to capture sales opportunities, and Clientify enables executing a full sales process—checking whether a sale was closed or which parties were involved.

Sage50: Accounting and Business Management

Sage 50 is an accounting and business management software primarily designed for small and medium enterprises (SMEs). It is one of the best-known products from the Sage Group, a British company specialized in enterprise management solutions.

How to Activate the Integration

To activate the integration between Clientify and Sage50, you need to request the authentication details from Clientify (username, password, API key…). Once you have them, go to the settings, input the provided data, verify the connection and data synchronization. After configuration, the data and reservations will auto-sync between both platforms.

Don’t hesitate to contact us if you have any questions! We’d be happy to help.