Online CRM and quoting software that syncs with any Sage 200 instance using the native API.
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You may already have this installed, if not it's free to use for existing Sage 200 customers. No more buggy 3rd party APIs and maintenance fees.
Access Mashoom from anywhere with free updates and no installation. We don't charge per user, so all your team can have access to data about your customers.
Mashoom's mission control allows tasks to be setup for contacts and quotes, allowing a team to work through chasing a result for new leads or quotes.
Create contacts and build quotes outside of your accountancy package, avoiding clutter in your sales ledger. If the quote is accepted, the contact is created and sales order sent to Sage.
All automatically synced with Mashoom. Use Mashoom in multiple regions and with all your existing stock and pricing setup.
Use Mashoom's API as a gateway to Sage. For instance a web shop can send new contacts and sales orders to Sage via Mashoom directly.
List all of the tasks you need to complete in chronoligical order, allowing a simple workflow to call prospects or customers and log the result.
A simple chart shows you how the team is getting on; how many tasks are overdue and how many are there overall.
Enabled for the Quote and Contact module; chase sent quotes and prospects or just set a reminder to check in with a customer.
Mashoom's CRM is underpinned by our bespoke data engine, allowing you complete control over what data you collect and advanced data analytics to use it
The power to:
Mashoom has been deployed with many Sage 200 customers. It's battle hardened, resilient and used daily by a broadly range of companies.
"Mashoom is a great CRM system for Sage 200, it is light weight, very easy to navigate and brings contacts, quotes and pricing all into one convenient space. Mashoom is also highly user configurable which makes it simple to set up and work with groups of contacts.
The task and activity functions have allowed us to build an effective sales management process with minimum extra work for any of the team. As Mashoom uses the Sage native API all your existing data is there to work with, and any new data can be instantly sent into Sage 200. Using this facility we have integrated our web shop with Sage 200 using Mashoom as the interface and created a bespoke invoicing solution for our Spanish company.
I would certainly suggest Mashoom to any Sage 200 user as a very cost effective and easy to use CRM / Sage 200 interface solution. "
22/04/2024
"Following CRM failures in the past, we were tasked at looking for a system that did not rely on a middle provider to link the communications of our sage server, with the CRM provider. Not only was this expensive it created time laps and communication breakdown when issues arise.
Mashoom ticked all these boxes and after a simple demo and a day’s training the test system was up and running in hours. Two weeks later we went live and haven’t look back since.
They say less is more, but in Mashoom’s case it works well, simple, easy to use and with the help from the Mashoom team, can grow with you. We have already seen benefits with the sales team not only buying into it, but also helping develop it further. All this contributes to a better customer experience and supports growth."
22/05/2024
We are listed on the Sage market place having been extensively tested for functionality, security and data integrity.
You can find our listing here, and a demonstration session hosted by Sage below:
Please note, more features have been added since this video was recorded, and we would love to show you them ourselves.
Mashoom can be setup with all your data synced within an hour, depending on your database size.
However we offer our free onboarding service to take you through this setup and make sure you are comfortable.
We will listen to your business requirements, and work through a appropriate deployment plan and setup your system for you if required.
Use our used based pricing to have as long as your want to test the system with a small team. Get comfortable without spending big money.
Once you are comfortable with the system, add more users to your account and scale up. Our friendly and prompt support is always at hand.
James will get in contact with you and arrange a date whereby we can show you what we have to offer.
Our ethos is to be straightforward, no nonsense and honest. We will show you what our software can do and give you an idea of pricing, so you can make an informed decision as to whether we are right for you.
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