Connect your CRM to Sage 300 or Sage Intacct for End-to-End Project Visibility and Streamlined Resource Management
BAASS Project Management Tool
Manage Projects Directly from your CRM
Efficient project management is vital for service- and project-based companies. BAASS Project Management connects Sage CRM with Sage 300 or Sage Intacct, providing a unified view of customers, sales, and projects. Teams can track deliverables, schedule resources, and monitor progress directly within CRM. The integration links billable time and invoices to your financial system, keeping projects on budget. With real-time insight into resources and performance, businesses can increase productivity, make informed decisions, and deliver projects on time.
Key Features
Opportunity-to-Project Workflow
Create and link projects directly from sales opportunities to ensure a smooth transition from sales to delivery.
Centralized Project Data
Track project details, deliverables, and milestones in one centralized CRM view accessible to multiple teams.
Flexible Project Types
Support multiple billing and delivery models, including Fixed Fee, Subscription, Estimated, and Time & Material projects.
Simplify Resource Scheduling
View team availability across all projects to simplify scheduling and task assignments.
Reporting and Analytics
Generate project reports and statistics to monitor progress, performance, and resource utilization.
Alerts and Notifications
Provide automated alerts and notifications to project managers to keep projects on track.
Contact Us
Discover how this tool can work for your business. Schedule a free consutlation to ask questions, explore features, and receive a personalized quote.
Immediate Results your Team will Notice
BAASS Project Management helps project-driven organizations streamline workflows, improve collaboration, and gain full visibility into project execution by bringing CRM and Sage 300 together in one integrated solution.
Improve Project Visibility and Control
Gain real-time insight into project status, timelines, and resource allocation across the organization.
Centralize Information in One System
Eliminate data silos by managing projects, sales, and customer information in a single source of truth.
Empower Sales and Delivery Teams
Access customer and opportunity details while giving teams visibility into active projects.
Simplify Resource Management
Reduce scheduling conflicts and improve productivity by clearly understanding how resources are assigned.
Enhance Decision-Making
Use accurate, up-to-date project data to make informed operational and strategic decisions.
Looking for Something More Customized?
We Build Tools Around Your Business
Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.