Sage integration
In the time it takes to enter one order in Sage, approve several.
Crafteer.ai reads the quote requests and orders that arrive by email and WhatsApp and drafts them, with stock and prices from Sage. Someone on your team reviews and approves; as soon as they do, the document goes to Sage automatically, which stays your company's system.
Book a demoWhat weighs on the team today
Orders arriving in different formats
One customer sends a PDF, another writes in the body of the email, another sends a WhatsApp message. They all have to end up in Sage the same way.
The same information in Sage, in Excel and in email
The order is entered in Sage, the list of open orders lives in a spreadsheet and the reply goes by email. Keeping it all in line takes work and invites mistakes.
“Where is my order?”
The question comes in several times a day. The answer is in Sage, but each one interrupts someone on the team.
An order by email, all the way to Sage
- 1A regular customer emails an order for three items, for delivery on Friday.
- 2Crafteer.ai reads the email and pulls out the customer, items, quantities and delivery date.
- 3It checks stock and prices for the three items in Sage.
- 4It drafts the order and the confirmation email to the customer.
- 5Someone on the team approves: the order goes to Sage and the confirmation to the customer.
How Crafteer.ai helps
Customers and products
Crafteer.ai reads customers, products and anything else the Sage API makes available, and creates or updates customers when needed.
Orders and quotes as drafts
Every request that arrives by email or WhatsApp becomes a draft order or quote in Crafteer.ai. Once approved, it goes to Sage automatically. In the time it took to enter one order, your team approves several.
Stock, prices and lead times
Customer questions about stock and lead times are answered from your own data. Stock and prices are read in real time wherever the API allows; everything else syncs during the day.
Recorded under the right user
Where the API allows, whatever goes into Sage is recorded under the team member who approved it, so Sage shows who did what.
FAQ
Does Crafteer.ai replace Sage?
No. Sage stays your company's management system. Crafteer.ai handles the work that arrives by email and WhatsApp and sends to Sage whatever your team approves.
Do orders go into Sage without anyone seeing them?
No. Orders and quotes are drafted in Crafteer.ai and only go to Sage after someone on your team approves them.
Do we need to install anything on the Sage server?
Whenever Sage has an API, we connect through it. When it doesn't, we use other integration techniques, assessed case by case during setup.
What permissions does Crafteer.ai use in Sage?
Where the API allows, every action Crafteer.ai takes is recorded in Sage under the matching user, so Sage shows who did what.
Who sets up the connection to Sage?
The LucidHorizon team, during implementation, after a demo. Timing depends on each company and is assessed after the process review.