Sage MasterBuilder Integration Screen - Click to Enlarge

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, and 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
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    For more information on the integration between SageCRM and Master Builder, download the Brochure...

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