Custom CRM Linked to Sage 200c

I’m ready to commission a bespoke, Claude-powered CRM that puts sales lead management front and centre while synchronising customer data seamlessly with our Sage 200c ERP.

At a glance, the new system must let my team capture every prospect’s contact information, lead source and current sales stage, log their calls, emails, tasks and meeting notes, and forecast the expected deal value, probability and closing date—all from one clean interface. Claude will be used to drive smart data entry, automated reminders and conversational search, so the code has to expose well-structured prompts or APIs that allow us to refine those AI workflows ourselves after go-live.

The critical technical requirement is bi-directional sync: any change to a customer record in either platform should appear in the other automatically, eliminating double entry and ensuring our ERP and sales pipeline never diverge. You are free to choose the integration method—Sage 200c web services, SQL views, or middleware—so long as it is robust and documented.

Success for me means:
• A hosted or on-prem web application we can log into with role-based permissions.
• Real-time (or near real-time) data exchange proven against a sandbox and then our live Sage environment.
• A short hand-off session and concise technical documentation so my in-house team can extend reports and Claude prompts later.

If you’ve built custom CRM modules, worked with Sage 200c, or already wired AI assistants into business apps, I’d like to see what you’ve done and discuss timelines.

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來源：Freelancer.com | 出價次數：28 | 剩餘時間：6 日 | 專案類型：固定預算