Spire BMS Limited

Spire BMS Limited Spire Business Management Solutions are based in Worcester and Bristol. Spire BMS offer Business Management Solutions, Software Development and CRM.

30/03/2026

In conjunction with todays release of Sage CRM 2026 R1.
We just completed a major update to our free Companies House integration for Sage CRM — and it's a game changer for anyone doing business with UK companies.

Companies House is a free API. Free! And yet most CRM users are still manually typing company names, addresses, registration numbers and director details into their system. Every. Single. Time.

Our updated component plugs directly into Sage CRM and changes all of that:

✅ Search Companies House live as you type a company name
✅ One click populates the company record — name, address, reg number, company status and type and more.
✅ Director picker pulls through to the contact record automatically
✅ Filing history surfaced right inside CRM — including warnings for gazette notices, strike-off and insolvency filings
✅ Overdue accounts and confirmation statement alerts before you even pick up the phone

The video shows the full flow in action. What used to take minutes of copy and pasting now takes seconds.

If your team is prospecting, onboarding or managing UK company accounts in Sage CRM — this is a no-brainer. The data is free, the time saving is real, and the risk visibility it gives you is genuinely valuable.

Drop us a message if you'd like to know more. 👇

https://www.spirebms.co.uk/solutions/

10/02/2026

What does your business look like right now?
Not yesterday. Not last week. Right now.

Spire Intelligence pulls live data from Sage Intacct, Dynamics 365 and 3CX into a single view. Financials, CRM and call stats, updated in real time.
This is the morning check-in, reimagined.


https://www.spirebms.co.uk/solutions

30/01/2026

Five years ago, we built a mobile dashboard for a customer.

It pulled data from Sage 50, Sage CRM and 3CX. Simple stuff, but it gave them real-time visibility into their business from anywhere. They loved it!

Fast forward to today and that customer has grown. They outgrew Sage 50. They outgrew Sage CRM. And the dashboard needed to grow with them.

So we rebuilt it. From the ground up.

Introducing Spire Intelligence.
Now powered by Sage Intacct, Microsoft Dynamics 365 and 3CX:

✅ Live invoicing with new vs existing customer breakdown
✅ Six month revenue trends with interactive charts
✅ AR aging at a glance
✅ CRM targets, lead conversion and pipeline health
✅ Real-time call centre performance

All wrapped in a mobile-first PWA with offline support, socket notifications and that dark UI that makes checking the numbers actually enjoyable.

There's something special about building solutions that grow alongside your customers.

🎬 Watch the walkthrough below


https://spirebms.co.uk/solutions/

17/12/2025

This started as a requirement for a client where CRM and Finance data cannot leave the network under any circumstances.

The result is a local Sage CRM assistant that answers both how-to questions and live data queries using natural language: powered by RAG, fully on-prem, with zero external data movement.

• Answer “How do I…?” questions using retrieval-augmented generation (RAG) from locally indexed Sage CRM help content
• Answer business questions over live CRM data using natural language
• Switch intelligently between help content and data answers, without the user needing to know how it works underneath

No cloud dependency. No data sharing. Just fast, secure answers inside the business.


https://www.spirebms.co.uk

30/11/2025

🔍 Real-time Creditsafe insight inside Dynamics 365 & Power Apps

By pulling live credit intelligence straight into CRM, businesses are seeing:

✅ Faster onboarding — instant visibility of risk so decisions don’t get stuck waiting for manual checks.
✅ Tighter credit control — credit limits enforced at the point of quote/order, not after the fact.
✅ Reduced bad debt — sales teams get clear guidance before committing to new business.
✅ More confident account management — frontline staff finally have the financial context they need, without leaving CRM.
✅ A single view of customer risk — no more exporting reports or chasing finance for answers.

All of this sits directly inside Dynamics and model-driven apps, updating live from Creditsafe.

🎥 Here’s a quick demo of the integration in action:
https://www.spirebms.co.uk

18/11/2025

A lot of and CRM users tell us the same thing: credit checks slow everything down. Jumping between systems, outdated PDFs, or waiting for someone in finance to run a report.

So we’ve been working with several Sage UK Business Partners to make this smoother, and there’s now a clean, embedded experience available directly inside Sage CRM.

Live credit scores, limits, risk indicators and company insights appear automatically when you open a record, so teams can make decisions with confidence and without leaving CRM.

https://spirebms.co.uk/solutions/

03/10/2025

💙 We’re big fans of Capsule CRM — especially how it connects effortlessly with Xero to keep finance and CRM in sync.

But we also know thousands of UK businesses are still running on Sage 50 desktop accounting (not everyone wants/needs to move to Sage Intacct just yet). And we didn’t want those customers left in the dark when it comes to integration.

That’s why we built our own Sage 50 Connector for Capsule CRM. 🎉
It gives Sage 50 users the same kind of seamless link between their accounts and CRM, eliminating duplication, reducing errors, and keeping teams aligned.

https://www.spirebms.co.uk/capsule

h

23/08/2025

📞 A question came up recently on the Sage CRM forums: “Will CTI integration ever return?”

The short answer: the old ActiveX-style CTI is long gone.
The better answer: the world’s moved on..... modern platforms like 3CX, Teams and Zoom give us API-driven integrations that are far more flexible than a one-size-fits-all module ever was.

To prove the point, here’s a quick demo of what we’ve built with 3CX + Sage CRM (200), an incoming call instantly pops the customer details before you even answer and should you wish, takes you straight the person or company record.

Simple, modern, effective. 🚀
https://www.spirebms.co.uk/wallboards/

04/08/2025

🚨 Companies House Integration for Sage Intacct (UK)

You can now view real-time Companies House data directly within Sage Intacct... completely free.

🏢 View registration info, status, incorporation date & more
💼 No need to leave Sage Intacct, all data shown in-app
🆓 100% free add-on for UK Intacct users supported by our partners
⏱️ Get set up within minutes * Platform Services access needed

This is ideal for finance teams who want to fast and accurately verify business details.

📩 Drop us a message if you’d like to know more.

https://lnkd.in/e5aH3b-Q

🔍 Sage CRM – A Glimmer of Momentum?Over the past few years, Sage CRM has felt a little… stagnant when it comes to new fe...
21/07/2025

🔍 Sage CRM – A Glimmer of Momentum?

Over the past few years, Sage CRM has felt a little… stagnant when it comes to new features and innovation. For those of us who live and breathe CRM customisation and integration, it sometimes felt like Sage CRM had been put on the back burner.

But credit where it’s due — things are starting to move.

The newly published Sage CRM roadmap through 2027 looks much more promising. Highlights include:

✅ 2025: Improved web hooks, streamlined user interface, email scheduling, and more control over software deployment
✅ 2026: WhatsApp integration, charting improvements, and client-side script refactoring
✅ 2027: Support for Sage ID, SSO, MFA, and Azure Active Directory (Entra ID) — big steps for enterprise-ready deployments
✅ Continued REST API enhancements throughout

It’s also great to see ongoing investment in mobile UX, reporting, and security — all things we’ve needed for a while.

Here’s hoping Sage keeps the momentum going. The ecosystem (and its loyal user base) deserves it.

📌 Check out the roadmap below — what’s on your wishlist for Sage CRM?



https://www.spirebms.co.uk

Address

11-13 Elgar Business Centre, Moseley Road, Hallow
Worcester
WR26NJ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+443302050250

Website

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