Stop Fighting Sage. Integrate It Properly.

You already use Sage. What you need is a CRM that integrates properly — accurate data, workflows that make sense, and a system that scales as you grow. We don’t sell off-the-shelf CRM. We design, implement and optimise CRM systems that integrate cleanly with Sage — built around how your business actually operates. The result: accurate data, full visibility, and proper control.

Sage & Xero connector setup is completely free — no hidden integration fees, no surprises.

Who We Work With Is This the Right Fit?

Our CRM integrations are designed for established businesses with structured processes and growth plans.

UK-based organisations

Using Sage 50, Sage 200 or Xero

Require secure, API-based system

Looking for long-term system alignment, not short-term fixes

Schedule a 20-minute Free Video Call

Are These Gaps Slowing Your Business Down?

Many businesses come to us with Sage working well at the finance level, but everything around it is still manual, fragmented, or tracked outside the system.
Common challenges we see include:

Customer and sales information managed in spreadsheets or on paper

No central CRM to support Sage for enquiries, quotes, and follow-ups

Manual handovers between sales, admin, and finance

Limited visibility outside of Sage into pipeline, activity, or future revenue

Data entered more than once, or not captured at all

If this sounds familiar, Sage isn’t the problem. It’s doing its job. What’s missing is a properly implemented CRM that complements Sage — not another spreadsheet, workaround, or disconnected tool.

A CRM Built to Work Alongside Sage

Xapsys CRM is designed to sit alongside Sage, giving your team a central system for customers, enquiries, sales activity, and reporting — all fully aligned with your Sage data.
With Xapsys CRM, you get:

Bi-directional data synchronisation between Xapsys CRM and Sage

Automatic syncing of customers, invoices, products, payments, and balances

CRM fields and workflows configured around how your business operates

Secure, scalable, API-based integration built for long-term use

Secure, scalable, API-based architecture

Every Xapsys CRM implementation is configured around your Sage setup and business processes — never a one-size-fits-all system.

Book a Xapsys CRM Demo

How the Integration Process Works

Clear, Structured and Business-Led

Intro Call (20 Minutes)

We start with a short, 20-minute introductory call to understand how you currently use Sage, how you manage customers and sales today, and where spreadsheets or manual processes are filling the gaps.

Tailored Demo

Based on that conversation, we book a one-hour tailored demo of Xapsys CRM, mapped to your current processes.

The demo is guided by Phil, our Managing Director, and focuses on how Xapsys CRM would work alongside Sage in your business — not a generic walkthrough.

Implementation & Testing

Once you’re happy with the approach, we clearly explain the implementation plan, timelines, and training for your team.  

We configure Xapsys CRM around your Sage setup, workflows, and users, and ensure everyone knows how to use the system properly from day one.

Go-Live & Ongoing Support

When everything is ready, we take you live with full support.  

We stay involved after go-live to support your team, answer questions, and ensure Xapsys CRM continues to work as your business grows.

Supported Sage & Accounting Platforms

We provide high-intent, version-specific support for:

Sage 50 CRM integration
Sage 200 CRM integration
Xero CRM integration

This ensures compatibility, performance and long-term scalability.

Learn More

Why Businesses Using Sage Choose Xapsys CRM

Many mainstream CRMs are designed as general-purpose platforms, often forcing Sage users to pay for unnecessary features, third-party integrations, and ongoing maintenance. Xapsys CRM is built specifically to complement Sage, giving UK businesses a single, connected system without the complexity, bolt-ons, or unexpected costs.

Sage & Xero connector setup is included at no extra cost — our team handles the entire integration process.

Competitor Advantage Table Example:

Book a Xapsys CRM Demo

Need a Reliable Sage + CRM Integration?

Speak directly with our specialists to assess feasibility, scope and timelines.
No generic demos.
No free trials.
Just expert-led Sage CRM integration built around your business.

Request Sage CRM Integration Consultation

Trusted By Businesses Across the UK

From growing SMEs to established enterprises, companies across industries choose Xapsys CRM to power their Sage-driven operations. Our seamless integration, reliable support, and proven results have made us a trusted partner for businesses that value efficiency and growth.

Frequently Asked Questions

Does Xapsys work with both Sage 50 and Sage 200?: Yes — Xapsys CRM fully integrates with both versions, syncing contacts, invoices, and orders.
Will our team require additional training?: Most teams adapt quickly. Xapsys is designed to be intuitive, so day-to-day use feels natural. We provide clear onboarding and practical guidance during rollout, and if any additional support is needed, we’re always on hand to help. No long training courses or complex manuals required.
Will it interrupt business while we switch over?: No dramatic pauses. We integrate alongside your current processes so you can carry on working. Any configuration happens smoothly and with minimal faffing.