Toonimo for Sage
Guide your teams through Sage ERP, accounting, HR, and CRM with interactive walkthroughs that reduce training time.
Simplify Sage for every business function
Sage's portfolio - including Sage Intacct, Sage X3, Sage 50, and Sage HR - helps organizations automate accounting, manage inventory, run payroll, and build customer relationships. Toonimo's in-app guidance walks users through invoice creation, expense tracking, benefits management, campaign launches, and purchasing automation. Whether you're a mid-market company on Sage Intacct or an enterprise on Sage X3, Toonimo ensures every user gets productive quickly.
- Automate processes across departments using Sage ERP
- Send and track invoices automatically
- Track expenses across the organization
- Maximize employee productivity and manage benefits
- Streamline customer relationships and launch marketing campaigns
- Reduce inventory costs, automate purchasing and increase efficiency
Use Cases for Sage
Discover how Toonimo helps organizations get the most out of Sage.
Employee Onboarding
Accelerate Sage adoption with guided onboarding for accounting, HR, and CRM modules.
Learn moreEnterprise Software Training
Train users on Sage Intacct, Sage X3, and Sage 50 with role-based walkthroughs.
Learn moreChange Management
Manage Sage upgrades and migrations with in-app guidance and adoption analytics.
Learn moreHow it works
Install
Add a single JavaScript snippet to your Sage instance - no backend changes required.
Create
Use the WYSIWYG editor to build walkthroughs by pointing and clicking on your live application.
Guide
Users receive personalized, real-time guidance with audio, text bubbles, and visual cues.
Toonimo goes beyond step-by-step guidance
A complete digital adoption suite that works inside Sage.
Walkthroughs
Multipage, audio-visual guides that walk users through any workflow.
Surveys
In-app feedback collection to understand user sentiment and needs.
IVR
Interactive voice response for automated phone-based self-service.
Accessibility Widget
WCAG-compliant overlay ensuring every user can complete tasks.
Analytics & Insights
Track engagement, completion rates, and user behavior across workflows.
RPA
Automate repetitive tasks and reduce manual data entry errors.
Chat / Voicebots
AI-powered assistants that answer questions and trigger walkthroughs.
Knowledge Base
Searchable self-service portal with walkthroughs, FAQs, and guides.
Related platforms
Disclaimer
All product names and trademarks associated with Sage®, including the signature registered trademark name belong to Sage®. Toonimo is not in any way affiliated with Sage®, and no materials belonging to Toonimo are endorsed or sponsored by Sage®. Any usage of the registered trademark material of Sage® appearing in the aforementioned content is by no means reflective of a working business partnership, an endorsement, or a recommendation between Toonimo and Sage®.
Ready to transform your Sage experience?
See how Toonimo can drive Sage adoption across your organization.
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