Treesoft Crm Erp Integration Sage Classic Line (1:N Clients)

If you use Sage Classic Line as your ERP solution and are considering purchasing a CRM solution, then you’ve come to the right place. This add-on module makes Treesoft CRM the ideal solution for every Sage Classic Line user. The high-performance Sage Classic Line integration gives you access to all Classic Line documents in Treesoft CRM. In addition, customer and supplier master data can be synchronized bidirectionally. Of course, memos, blocking notes, and open items for the respective customer or supplier are also displayed.

If you work with multiple clients in Sage Classic Line, where customers and suppliers sometimes overlap, Treesoft CRM Classic Line Integration 1:n solves all the associated problems and ensures consistent data.

Address data, documents, and open items at a glance

With the help of the high-performance Sage Classic Line interface in Treesoft CRM, you always have all address data, documents, and open items at a glance. With one click, you can see the desired document. The overview shows you short text one and two for each item. Activate the corresponding checkbox to directly output the parts lists, long texts, and texts. Switch to the Financial Accounting tab to get the desired overview of open items and blocking notes. Click on the open item and the corresponding document will be displayed. It’s fast and clear, just as users want it to be.

High-performance online access

Treesoft CRM reads data directly from Sage Classic Line’s proprietary data. Neither a client for Classic Line nor an ODBC driver is required. Documents and open items are displayed in real time. Large amounts of data and networks with more than 50 workstations are no problem. In addition, address data is verified online. Treesoft CRM indicates discrepancies directly using color coding.

Versions

The Treesoft CRM – Classic Line integration is available for all current versions of Sage Classic Line, backward compatible to version 3.3.

Bidirectional data synchronization

Bidirectional data synchronization of addresses and contact persons (write access) is performed using the Classic Line functions. Unnoticed by the user, Treesoft CRM logs into the Classic Line as a user, writes the data record, and logs out again. This ensures data integrity at all times. In addition, a single Classic Line client is sufficient for any number of Treesoft CRM workstations.

Data import and duplicate cleansing

Use the Treesoft CRM – Classic Line interface to import your customer and supplier addresses. Extensive comparison checks prevent duplicate addresses from being created in advance. Both the imported addresses and the addresses already existing in Treesoft CRM are linked to the addresses in Classic Line during the import process.

Multi-client capable, 1:n and 1:1

Do you manage multiple clients in Classic Line? No problem with 1:n Classic Line integration. An address record from Treesoft CRM can be linked to any number of Classic Line clients. Even different customer numbers for one and the same customer are no problem. Data can be synchronized without any issues, even when using different versions of Classic Line.

Flyer Sage Classic Line Integration

• Flyer-Treesoft-CRM-Sage-Classic-Line-Integration.pdf