Lotus Notes + Sage CRM

LinkPoint Connect for Lotus Notes + Sage CRM

Connect your communication in Outlook with your records in Sage CRM…without duplicate data entry. LinkPoint Connect makes it easy to view, create, and sync data to Sage CRM without changing how you work in Lotus Notes.

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Stop switching between Outlook and Sage CRM!

With LinkPoint Connect, users can view and create any Sage CRM object from within Lotus Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of calendars and tasks.
Save time. Work efficiently. Close more deals.

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How It Works

View real-time data from Sage CRM from inside Lotus Notes. Choose an email in Lotus Notes, and the LinkPoint Connect Side Panel instantly shows the related information for that contact from Sage CRM.

  • View Sage CRM data inside Lotus Notes without flip-flopping between systems
  • Launch Sage CRM, VoiP calls, and driving directions with a single click
  • Switch to view related contact records within Lotus Notes based on To, Cc, and Bcc field data
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Record emails to Sage CRM when sending messages from Lotus Notes. LinkPoint Connect makes it easy to associate emails with specific contacts and opportunities in Sage CRM with just a few clicks in Lotus Notes.

  • Record emails easily when sending messages
  • Control where and how emails are recorded
  • Choose to include attachments when recording emails
  • Schedule follow up tasks for yourself as you record and send emails
  • See which emails have already been recorded to Sage CRM
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Create new records in Sage CRM straight from Lotus Notes as you need them. LinkPoint Connect lets users continue working in Lotus Notes, making new contacts and nurturing prospects, then easily add the new information to Sage CRM.

  • Drag and drop an email signature to create new contacts and accounts
  • Auto-fill fields in Sage CRM when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with Sage CRM required fields
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Sync what you want, where you need it. Lotus Notes and Sage CRM meet different and critical needs within your organization. Create items once, where it makes sense, and choose to sync them to all the places you need them. With LinkPoint Connect, you can sync calendars and tasks between systems without duplicate data entry.

  • Choose one-way or two-way sync between Lotus Notes and Sage CRM
  • Set independent rules to sync calendars and tasks
  • Select manual sync to push specific items to your CRM or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you
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Features

LinkPoint Connect creates synergy between email and CRM systems that otherwise function independently. It’s never been easier to streamline how you work with Lotus Notes and Sage CRM.

System Compatibility

Lotus Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Sage CRM Editions Version 7.x (on-premise and hosted)
Microsoft Windows Versions Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$10 per user/month *
LinkPoint Connect for Lotus Notes + Sage CRM
or try it free for 7 days

* Subscriptions are billed annually

10% discount available for non-profits. Volume discounts available.
Please call for pricing regarding Virtual Desktop Environments (Citrix/Terminal Services).

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