Top 6 Cloud Tools That Integrate with Sage 300 CRE

by | Sep 27, 2025 | Blog | 0 comments

Gartner estimates that 55% to 75% of ERP implementations fail to meet their objectives. This is what causes teams to frequently migrate from one ERP to another ERP and then another…

But if you’ve built your workflows, reports, and processes around, lets say, Sage 300 CRE, the thought of replacing it with another ERP can feel like pulling the foundation out from under an active job site.

What if you could keep the ERP you have and just magically download those functionalities it’s lacking?

In the good 2025, this is possible through add-ons, especially for Sage 300 CRE users.

Read on and explore six Sage 300 integrations that are best for different construction workflows.

1. Anterra (Best for Reporting and Business Intelligence)

    Anterra Technology is an Authorized Sage 300 CRE Development Partner that delivers dashboards, data warehouses, and reporting tools specifically for construction and commercial real estate.

    The platform is known for its easy implementation and ability to handle the reporting demands that most standard ERP setups can’t comfortably meet.

    One of its main products is AnterraBI, a cloud-based Business Intelligence and financial reporting platform for Sage 300 CRE integration.

    Then there’s Anterra Data Center (ADC), which consolidates multiple Sage 300 CRE data folders into a single Microsoft SQL data warehouse.

    On top of that, all Anterra’s CPM processes are Gartner-defined CPM for construction.

    Things You Can Do with Anterra on Sage 300 CRE

    After Anterra x Sage 300 CRE integration, Sage users will have the following range of capabilities without switching their ERP:

    Robust Reporting:

    • Custom construction dashboards with KPIs for deeper insights.
    • Graphs and tables to monitor procurement needs and risks like
      • Mmargin fade
      • Cash flow issues
      • Labor variances
    • Dashboards for a unified company view or to create role-specific “My Dashboards.”

    WIP Management Optimization:

    • Comprehensive tools for Work in Progress reporting.
    • Customizable views to match project stages and get real-time snapshots of financial health.
    • Ability to adjust revenue recognition manually in the WIP Management Grid for accuracy.

    Automated Financials:

    • Streamlined AR collection processes without reliance on spreadsheets.
    • Email invoices directly during calls to speed up payments.
    • A clear view of outstanding balances and the ability to improve cash flow.

    Advanced Job Costing:

    • Forecast by job, sub-job, cost type, or cost category.
    • Ability to track job margin changes, cash positions, and labor rate variances.
    • Ability to enter forecasts manually or via a detailed pop-up builder.

    Real-time Financial Data:

    • Drill-through dashboards and financial statements for construction and real estate.
    • Consolidated financial statements from multiple systems, which can be instantly exported to Excel.

    Service Management:

    • Seamless integration with Sage 300 CRE Service Management data.
    • Pre-built and custom widgets for work orders, AR, and agreement analysis.

    Read success stories and learn how Anterra has improved the Sage 300 CRE experience of many companies.

    2. hh2 (Best for Document Management)

    hh2 is a cloud-based platform that solves productivity, accuracy, and communication issues across all back-office projects with a range of add-ons.

    The said tools are as follows:

    • Remote payroll: This tool syncs time and labor information with Sage 300 CRE’s payroll system so that employees are paid accurately and on time.
    • Document flow: Using the document flow add-on, organizations can store, share, and manage contracts, invoices, and other key documents in one place.
    • Field reports: With field reports, you can create and share job progress, safety, and other field reports in real time in order to minimize disruptions on site and keep project stakeholders fully informed.
    • Data drop: Data drop lets you merge data from multiple sources to build detailed reports. These reports can help you get insights into operations and performance and use them to improve decision-making.

      Here’s how Sage 300 CRE integration with hh2 goes from a high level:

      1. Review your current systems to set integration goals based on where improvements are needed.
      2. Establish data synchronization between hh2 and Sage 300 CRE by defining which data will be shared and how often updates occur.
      3. Verify that payroll data, job costs, and other records are transferring correctly between both systems and resolve any issues promptly.
      4. Train staff on how to use the integrated platforms and provide ongoing support.

      3. Kojo (Best for Materials Management)

      Kojo is a platform for materials management and procurement in the construction industry.

      And just like Anterra, Kojo is also an eligible partner in the list of Sage 300 add-ons.

        Teams have the choice to integrate Kojo either on premises or via cloud. To set it up they just need to make a call with the integration partner to install the necessary software, after which Kojo completes the configuration.

        As per Kojo, the estimated setup time is between 10 and 14 days.

        Here’s how Kojo helps contractors in every step of the materials procurement and management process:

        1. The field team searches the material catalog, selects the needed items, and submits their cart.
        2. In the office, purchasing can convert these requests into Requests for Quotes and send them to vendors. Vendors then respond to those requests with pricing, which Kojo reads and organizes for side-by-side comparison.
        3. Purchase orders are also then issued directly from Kojo. There’s a feature that lets you split orders across vendors so you get optimal cost and timely availability.
        4. After the office has placed an order, field teams can use the mobile app to track order status.
        5. Once materials finally arrive, field teams can log proof of delivery, flag issues, and attach notes or photos if needed.

        4. Arcoro (Best for Payroll and HR)

        Arcoro is a system that addresses the challenge of sharing consistent employee data across platforms by integrating HR data directly with other construction systems such as Sage 300.

        Arcoro’s connection to Sage 300 CRE uses modern data-sharing methods.

        On-premise Sage 300 data is synced to HH2’s cloud platform, which then links to the Arcoro Core HR system. From there, data is automatically shared bi-directionally between Core HR and HH2 with minimal manual intervention.

          Arcoro enables the following functions with this integration:Posting of construction-specific jobs on job boards and management of incoming applications through a mobile-friendly interface.

          • Onboarding of new hires digitally.
          • Maintenance of centralized employee records and automating benefits enrollment.
          • Management of compliance with ACA, EEOC, and multi-state labor requirements.
          • Time & attendance management with Arcoro’s ExakTime platform.
          • Processing of construction payroll with certified reporting, union wage calculations, and multi-state tax management tied directly to time tracking data.
          • Performance & succession management, where you can identify high-potential team members, implement structured feedback processes, and plan leadership pipelines to support long-term business continuity.

          5. Procore (Best for Project Management and Operations)

          Procore is a cloud-based construction management platform founded in 2003, later going public in 2021.

          It centralizes and manages a wide range of project workflows, including:

          • Budgeting
          • Subcontractor bidding
          • Contract management
          • Quality control
          • Safety compliance

            However, in practice, Procore is mostly used for managing drawings, RFIs, submittals, daily logs, and team collaboration.

            Procore is also one of the approved Sage 300 integrations.

            Its integration with Sage works through Procore’s ERP Integrations tool. During setup, the Procore Administrator works with Procore’s support team to install the hh2 synchronization client on the Sage 300 CRE server.

            The sync between Procore and Sage 300 CRE is bi-directional:

            • Procore to Sage 300 CRE: Create the budget in Procore, then export it to Sage 300 CRE.
            • Sage 300 CRE to Procore: Create the budget in Sage 300 CRE, then import it into Procore.

            6. GCPay (Best for Accounts Payable)

            GCPay is a cloud-based construction payment application that enables the online exchange of billing information between the following construction entities:

            • Contractors
            • Owners
            • Subcontractors
            • Architects
            • Other stakeholders

            Its USP is that it replaces the transfer of hard-copy paperwork and thus simplifies the monthly billing cycle and reduces the possibility of delays or data loss.

              The Sage 300 CRE integration with GCPay automates the exchange of essential financial and compliance data between the two systems.

              It works by:

              • Pulling commitments from the Job Cost module into GCPay.
              • Importing approved change orders from Job Cost or Project Management.
              • Validating commitment amounts to ensure both systems match.
              • Pulling compliance details, including insurance and certifications, from Sage.
              • Pushing approved payment applications directly to Accounts Payable.

              The Integration You Need the Most

              You don’t always need to start from scratch to move forward.

              For many construction CFOs, Sage 300 CRE remains a solid foundation.

              However, it can benefit a lot from specific Sage 300 CRE integrations in the right areas.

              Anterra Technology fits that role by adding modern forecasting, reporting, and other essential functions without forcing your team into months of retraining or risky migrations.

              Book a demo with Anterra Technology and see how Anterra improves Sage 300 CRE.