SalesSeek is where you collaborate, market and sell to your prospects. Sage Live is where you manage your billing and invoicing. Our Sage Live integration ensures that the process from clients won, to clients paid is seamless.
When deals are Won we search for the contact in Sage Live, if the contact doesn’t exist they are automatically created.
If an Organization doesn’t already exist, the add-on creates the company and begins logging invoices and history automatically.
Everything is seamless and you can navigate between the Sage Live invoice and the SalesSeek Deal with a single click.
Invoices display customer information, payment status and due date giving sales people the ability to spot payment problems before they occur.
The SalesSeek + Sage Live integration allows you check and search invoices for companies with the same name.
Take advantage of this free integration. Follow these simple steps to connect SalesSeek to Sage Live:
In SalesSeek click App Settings on the lower left.
Navigate your way to Integrations.
You will see a Sage icon and ‘Connect’ button. Click the connect button. A pop-up will appear.
Using your username and password, securely login to your account to complete the integration.
Sage Live is online accounting and payroll software. Different accountancy and payroll packages for start-ups & small businesses. Find out more or take a Sage Live free trial.
SalesSeek is online sales and marketing software for growth-focussed businesses. For starters there’s Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring.