Product shape
Sage
An accounting and payroll suite with CRM features attached. The ledger is the centre of gravity; CRM extends it.
Syncek
A dedicated CRM — contacts, deals, pipelines, notes, and views. No general ledger, no payroll, no tax filings.
Syncek vs Sage
A CRM, not an accounting add-on.
Sage is one of the dominant names in small-business accounting — payroll, bookkeeping, tax. Its CRM offerings (Sage CRM, plus CRM-adjacent features in Sage 100 / Intacct / Business Cloud) exist mostly to plug into the accounting flow, not to be the daily home of a sales team.
Side-by-side comparison
SageThem
- Accounting-led productThe anchor is the ledger. CRM features exist to feed sales orders, invoices and customer balances.
- Multiple disconnected CRM SKUsSage CRM, Sage 100 CRM, Sage Intacct, Sage Business Cloud — different products, different feature sets, different audiences.
- Designed for finance-led opsMost value lands when finance is the centre of gravity — invoicing, AR, reporting on revenue, not on pipeline.
- Older UI patternsSage CRM in particular shows its age — useful for finance teams that know it; heavy for sales teams that don't.
SyncekSyncek
- CRM-led productThe anchor is the pipeline. Contacts and deals are first-class, not derived from invoices.
- One product, one shapeNo SKU matrix. Three pricing tiers of the same Syncek product, regardless of company size.
- Designed for sales-led opsPipeline, follow-ups and client work are the daily flow. Accounting stays in whatever accounting tool you use.
- Modern, spreadsheet-familiar UIInline editing, saved views, Kanban — the muscle memory of a spreadsheet with the structure of a CRM.
How they differ
How Sage and Syncek actually differ.
Ten lenses for picking the right shape of tool. Sage runs accounting and payroll; Syncek runs the CRM.
Anchor module
Sage
Accounting-first. The product is designed around invoices, journals, AR/AP, and reporting on revenue.
Syncek
Pipeline-first. The product is designed around deals moving across stages and contacts that drive that movement.
SKU fragmentation
Sage
Multiple disconnected products — Sage CRM, Sage 100 with CRM, Sage Intacct, Sage Business Cloud Accounting — different audiences, different feature sets.
Syncek
One product, three pricing tiers. Same Syncek for a 3-person agency and a 40-person operations team.
Spanish accounting depth
Sage
Genuinely strong. Nóminas, IVA, modelos 303 / 347 / 390, SII, and the AEAT integrations are first-class — decades of Spanish payroll and tax muscle.
Syncek
Out of scope. Syncek does not do accounting, payroll, or tax filings — keep using Sage (or Holded, A3, Contasol) for that.
CRM UI age
Sage
Sage CRM in particular shows its age — dense forms, classic web patterns, comfortable for long-time users, heavy for new sales hires.
Syncek
Modern, spreadsheet-familiar UI. Inline editing, saved views, Kanban — the muscle memory of a spreadsheet with the structure of a CRM.
Customization model
Sage
Powerful but accounting-shaped. Custom fields and workflows exist, but heavier customizations often need a Sage partner or developer.
Syncek
20+ typed fields, custom pipelines, and saved views on every paid tier — no partner ecosystem required to ship a change.
Integration with accounting
Sage
Native, by design. CRM data feeds the same database as invoices, AR, and balances — that tight loop is the real Sage CRM pitch.
Syncek
Via export, integrations, or a partner stack. Syncek sits next to Sage (or any accounting tool), it does not replace it.
Spanish UX
Sage
Sage España is a real product line with Spanish-first support, training, and partner network — one of the strongest in the market for SMB accounting.
Syncek
EN and ES are first-class from day one — product, marketing site, docs, and support all bilingual. For CRM, not for nóminas.
Target team
Sage
Finance-led operations — companies where the bookkeeper, controller, or fiscal advisor is the centre of gravity.
Syncek
Sales-led operations — 1–50 person teams where the pipeline and follow-ups are the daily job, and accounting lives elsewhere.
Best at
Sage
Running accounting, payroll, and Spanish tax with a CRM layer that plugs directly into the ledger.
Syncek
Running the daily CRM job — pipeline, contacts, deals, follow-ups — alongside whatever accounting tool you already trust.
Migration path
Moving from Sage to Syncek.
Four steps, usually a single afternoon for under ~5,000 records. The important decision is not technical — it is realising that Sage and Syncek are not competing for the same job.
Export from Sage
Export Contacts, Companies, and Opportunities as CSV from whichever Sage variant you use — Sage CRM, Sage 100, Sage Intacct, or Sage Business Cloud. Each product has its own export path; the data you want is the CRM-side tables, not the invoice or ledger tables.
Map fields to Syncek
Syncek's import wizard previews each CSV column and lets you pick the field type (phone, email, currency, stage, relation). Sage's account / contact / opportunity records map cleanly to Syncek's contacts, companies, and deals. Activity history maps to notes.
Rebuild the pipeline
Your Sage opportunity stages become real Syncek pipeline stages — same names, same order. Probabilities are optional. Saved views replace Sage CRM dashboard widgets; recreate the three or four your team actually uses, skip the rest.
Keep Sage for accounting and payroll
Do not retire Sage. Accounting, payroll, IVA, and modelos stay where they are — that is what Sage is good at. Syncek becomes the CRM layer; pipe customer data between the two via export, Zapier / Make, or a partner connector when invoicing needs it.
Common questions
Syncek vs Sage — common questions.
Can I migrate my Sage CRM data to Syncek?
Yes. Export Contacts, Companies, and Opportunities as CSV from whichever Sage product holds your CRM data (Sage CRM, Sage 100, Sage Intacct, or Sage Business Cloud) and import them into Syncek with the visual mapper. Custom fields map to typed fields. Activity history maps to notes. Invoice and ledger data stays in Sage — that is not what Syncek does.What happens to my Sage accounting and payroll?
Nothing — it stays in Sage. Syncek is a CRM, not an accounting system. Bookkeeping, AR/AP, Spanish nóminas, IVA returns, and modelos keep running in Sage exactly as before. Most teams that move to Syncek for CRM keep Sage as the financial system of record.Is Syncek a replacement for Sage CRM?
For the CRM job — yes. Syncek replaces Sage CRM (or the CRM features inside Sage 100 / Intacct / Business Cloud) as the daily home of the sales team. For accounting, payroll, and tax — no. Sage stays the financial system; Syncek sits next to it as the CRM layer.Can I run Sage and Syncek together?
Yes, and that is the recommended setup for most Spanish small businesses. Sage handles the ledger, payroll, and AEAT filings. Syncek handles the pipeline, contacts, deals, and team coordination. Connect the two with CSV exports, Zapier / Make, or a Sage partner connector when a closed deal needs to become an invoice.Does Syncek do Spanish nóminas, IVA, or modelos?
No, and we are not trying to. Spanish payroll (nóminas), IVA returns, modelos 303 / 347 / 390, SII, and AEAT integrations are Sage's home turf — decades of regulatory work we are not going to match. Keep Sage (or Holded, A3, Contasol) for accounting and tax; use Syncek for the CRM job.
When to choose them
When Sage still makes sense.
If your accounting already runs on Sage and you want a CRM-lite that pipes directly into invoicing — Sage CRM keeps that loop tight. Syncek is the right call when you want a CRM that's the daily home of the sales team, and you're comfortable letting accounting live in its own tool.