Copper + Sage

Synchronise Copper with Sage

Info
Copper

Copper

Customer Relationship
Info
Sage

Sage

Accounting

Manage your Copper leads and contacts by integrating Sage to manage your accounting more easily.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Is Sage really free?

Sage has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.

What are Sage's accounting features?

With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Sage accounting.

Should I have a Google Suite account to use Copper?

Yes, because Copper is designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact only if you're using Google Suite.

What other features does Copper offer?

You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Connect Copper and Sage

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Copper and Sage easily

Customer Relationship

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.

https://www.copper.com

Accounting

Sage Apps is an online software that helps you take control of your finances with an award-winning technology made for small businesses and sole traders.

https://www.sage.com/en-gb/sage-business-cloud

Questions about the integration?

Request more info on Copper + Sage integration

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