Database/CRM with connectivity to Sage 50

Customer: AI | Published: 20.01.2026

I need a centralised database that synchronises seamlessly with Sage 50 and feeds a customer-facing portal available both in the browser and via iOS/Android apps. The core tables I must be able to create, edit and report on are: • Staff • Customers (AI) (Status Updates & Full Order/Quote history) • Quotes • Jobs • Materials • Payments • Deliveries (Goods out/in) • Service Centre Request • Reports From the customer side, the portal must let users track their orders in real time and open support requests that flow directly into the system. Role-based access is essential—Admin for full control, Staff for operational tasks, and Customers for their own data only. Key expectations • Bi-directional data exchange with Sage 50 so invoices, payments and stock levels stay consistent. • Clean, responsive web UI plus native or hybrid mobile app that mirrors all customer functions. • Secure authentication, granular permissions and an audit trail. • Clear documentation of the database schema and API endpoints so future integrations are straightforward. I’m open on the underlying tech stack as long as it is reliable, well-supported and scalable. Please outline how you plan to handle the Sage 50 link, your proposed architecture and a rough milestone breakdown tied to working prototypes, testing, and final deployment.