Contact
Modern & flexible CRM Sage customers & contacts imported and synced Timeline with AI summary Tasks & Follow Ups M365 email integration Table & Kanban view Sales order widget from Sage data
Mashoom
A smarter CRM and quoting solution for Sage 200. The solution that provides a valuable option for organisations looking to improve and streamline their CRM capabilities,.
- Customers and contacts synced
- Sage 200
- Use-based or fixed, no contract
- Monthly
- E-commerce and customer portals
- Open API
Quoting
Quick and efficient experience Import stock items and pricing A workflow that captures good data Lots of customization options and tweaks to fit every use case
Stock & Jobs
Live stock levels and multi-currency pricing Highly versatile job/ ticket / opportunity manager
Mashoom keeps contacts, quotes, stock and jobs in one place, with your Sage 200 customers and contacts imported and kept in step. Quotes are built from real stock items and real pricing, so what a salesperson promises and what the finance system holds are the same thing.
Its modules are independent but integrate automatically, so you can start with the part that hurts most — usually quoting — and add the rest later.
What it covers
- Contacts — a CRM synced with Sage, with timelines, tasks, follow-ups and Microsoft 365 email
- Quoting — stock items and pricing imported, in a workflow built to capture good data
- Stock and jobs — live stock levels, multi-currency pricing, and a job, ticket and opportunity manager
- Connectivity — an extensive API for e-commerce, customer portals and anything else that needs the data
Pricing is monthly, use-based or fixed, with no contract.
Where it fits
Mashoom is built by another team, and we connect our customers with them where it is the right fit. It works alongside Sage 200 rather than replacing it, so the finance system stays where it is.
One place for the work around the ledger
Contacts, quotes, stock and open jobs in one connected platform that syncs with Sage 200 and bends to how your team already works, rather than asking them to work the way it expects.