Your Sage CRM data deserves AI
Connect Sage CRM to Tendersight and let your AI assistants automatically process your accounts. Manage every customer relationship with Sage CRM
What you can do
Powerful automation capabilities out of the box.
Smart filtering
Set rules to import only the accounts you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your Sage CRM credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical accounts from Sage CRM in bulk. Backfill your AI assistants with past data to improve response quality from day one.
Custom field mapping
Map Sage CRM fields to Tendersight attributes. Define exactly how your accounts are structured when they arrive in your workspace.
How it works
Get started in three simple steps.
One-click setup
Connect your Sage CRM account in seconds. We handle the authentication — you just approve access.
Set your rules
Define what triggers an import — new accounts, updates, or on a schedule. Fine-tune with filters.
Automate everything
Sit back as accounts from Sage CRM are processed, analyzed, and turned into actionable intelligence by your AI assistants.
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