Treesoft CRM ERP Integration with Sage New Classic

If you use Sage New Classic as your ERP solution and are considering purchasing a CRM solution, you’ve come to the right place. This add-on module makes Treesoft CRM the top-tier solution for every Sage New Classic user. Thanks to the high-performance Sage New Classic integration, you have access to all New Classic documents within Treesoft CRM. In addition, customer and supplier master data can be synchronized bidirectionally. Of course, memos, lock flags, and open items for the respective customer or supplier are also displayed.

If you work with multiple clients in Sage New Classic, where some customers and suppliers overlap, the Treesoft CRM Classic Line 1:n integration resolves all associated issues and ensures data consistency.

Address information, documents, and open items at a glance

With the high-performance Sage New Classic interface in Treesoft CRM, you always have a clear overview of all address data, documents, and open items. With a single click, you can view the desired document. In the overview, short texts one and two are displayed for each item. Check the corresponding box to display the bills of materials, long descriptions, and text directly. Switch to the Financial Accounting tab to get the overview you need of open items and lock flags. Click on an open item, and the associated document will be displayed. It’s fast and clear—exactly what users want.

High-Performance Online Access

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

Versions

The Treesoft CRM – Sage New Classic integration is available for all current versions of the Sage New Classic line and is backward compatible down to version 3.3.

Bidirectional data synchronization

Bidirectional data synchronization of addresses and contacts (write access) is performed using the functions of New Classic. Without the user noticing, Treesoft CRM logs in as a user in New Classic, writes the data record, and then logs out again. This ensures data integrity at all times. In addition, a single New Classic client is sufficient for any number of Treesoft CRM workstations.

Data Import and Duplicate Removal

Use the Treesoft CRM – New Classic interface to import your customer and supplier addresses. Extensive comparison checks prevent duplicate addresses from being created in the first place. Both the imported addresses and those already stored in Treesoft CRM are linked to the addresses in New Classic during the import process.

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

Do you manage multiple clients in New Classic? That’s no problem with the 1:n New Classic integration. A single address record from Treesoft CRM can be linked to any number of New Classic clients. Even different customer numbers for the same customer are no problem. Data synchronization is possible without any issues, even when using different versions of New Classic.

Flyer: Sage Office Line / Classic Line Integration

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