Managing Contracts and Recurring Billing with SageCRM

Nick Rainbird • May 15, 2026


ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy.


Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button.


Key Features:


  • Contracts can be created directly from sales quotations or orders


  • Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually)


  • Contract and Product level Site management


  • Process contract amendments midterm tracking historic changes and authorisations if required


  • Easy Management of Annual Price Increases at product level


  • Renewal and purchase order reminders and dashboards


  • On Hold and Cancellation processes


By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth


If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.

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