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CRM & Accounting, Finally in Sync

From lead to invoice to payment, manage the entire journey in one place.

No double entry. No missed updates. Just one connected workflow.

the solution

here's how it works

The Bitrix24 Sage Integration brings your entire workflow into one seamless system.
From the first contact to the final payment, everything stays connected automatically.

Sync

Seamless data flow between Bitrix24 and Sage.
Customers and products stay automatically updated both ways. 

Create invoices in Bitrix24

Generate invoices right from your CRM
They’re instantly recreated in Sage with full audit trails and linked records.

Payments update automatically
Track payments without lifting a finger
Receipts in Sage are synced to mark invoices as paid in Bitrix24. 
No double entry, no manual handovers
One system, one flow
Real-time syncing keeps your sales and finance teams aligned.   

The result?
Less admin. Fewer errors. Happier teams. Faster payments.

Real Impact for real businesses

Why You'll Love It


Two-way sync between CRM and accounting

Keep client, invoice, and payment data aligned, no double capturing.

Faster, more accurate invoicing

Create invoices directly from Bitrix24 deals, they're automatically pushed to Sage in one click.

Real-time payment visibility

As payments are marked in Sage, Bitrix24 can reflect the status so your sales team stays informed.

Unified customer records

Contacts and company data stay consistent between platforms, reducing admin headaches.

Full sales-to-payment workflow in one view

From lead → quote → invoice → payment → reporting. All in a single system view.

Better decision-making with synced reporting

Real-time dashboards and CRM analytics alongside Sage data for clear financial and operational insights.

Save time and reduce manual errors

Automation replaces the need for duplicate data entry between departments.
Help businesses streamline their systems

Earn as a FullView Referrer

When you refer a client who buys Bitrix24 through us, you earn a once-off commission, we take care of everything else.

Refer 5 contactable leads

Win Big at Sage Expo 2025!

Register now

Lets make it official

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