Sage integration with CRM

Sage One Integration

Sage One is online accounting and payroll software for SMEs. This integration helps you stay on top of invoicing while maintaining your contact list.

SalesSeek product

Sage One Screenshot

Key Benefits

SalesSeek is where you collaborate, market and sell to your prospects. Sage One is where you manage your billing and invoicing. Our Sage One integration ensures that the process from clients won, to clients paid is seamless.

Check and Search

The SalesSeek + Sage One integration allows you check and search invoices for companies with the same name.

New Records

If an Organization doesn’t already exist, the add-on creates the company and begins logging invoices and history automatically.

New Records - Invoices

Everything is seamless and you can navigate between the Sage One 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.

Won Deals automation

When deals are Won we search for the contact in Sage One, if the contact doesn’t exist they are automatically created.

How to connect Sage One with SalesSeek

Take advantage of this free integration. Follow these simple steps to connect SalesSeek to Sage One:

How to connect Sage One with SalesSeek

In SalesSeek click App Settings on the lower left.

How to connect Sage One with SalesSeek

Navigate your way to Integrations.

How to connect Sage One with SalesSeek

You will see a Sage icon and ‘Connect’ button. Click the connect button. A Sage One pop-up will appear.

How to connect Sage One with SalesSeek

Using your Sage One username and password, securely login to your account to complete the integration.

What is Sage One?

Sage One is online accounting and payroll software. Different accountancy and payroll packages for start-ups & small businesses. Find out more or take a Sage One free trial.

Sage One Mobile

What is SalesSeek?

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.

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