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Sage CRM

Sage CRM

Sage CRM

Grow your business relationship with customers.

Organize and Automate your communications and activities across all customer-facing departments, which includes sales, marketing and customer service.


Sage CRM gives you access to local and international support and is the perfect tool for small to mid-market companies with up to several hundred users. A CRM Solution that helps you simplify your sales process, shorten sales cycles, and make the most of every sales opportunity. 


  • Easy to use with simple navigation, you can access it anywhere with rich CRM functionality across multiple mobile platforms and it’s available on premise or on cloud

  • Highly customizable and scalable solution that grows alongside your business

  • Integrates with key Sage Solutions for a complete understanding of your customers

  • Offers you rapid return on investment and lowest total cost of ownership

Accelerated Sales

Targeted Marketing

Exceptional Customer Service

Work from Anywhere

Email Marketing Made Easy

Social Media


Seamless integration with Sage ERP

Manage Customer Relationships

Main Features
Major Benefits

Exceptional Customer Service

  • Manages your customer accounts with insight and collaboration

  • Responds to customer cases quickly, reducing response times to customer service requests

  • Enables agents to quickly and accurately find the right answer the first time

  • Enables customer satisfaction measurement and benchmarking

  • Increases productivity of customer support representatives

  • Provides self-service facility to customers around common issues

  • Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the email

  • Monitors service performance against service-level agreements

  • Reduces customer support costs and cost of customer retention

  • Decreases the number of customer complaints received and increases customer retention

  • Enables benchmarking / score-carding of customer service operations on an ongoing basis

  • Delivers a single view of relevant and comprehensive information on the interactive dashboard

Focused Sales Management

  • Maximize the value of each and every sales opportunity in your pipeline.

  • Create accurate quotes and orders in a couple of clicks.

  • Manage collaboration and team selling across your department with ease.

  • Eliminate guesswork; make decisions based on accurate, real-time information

  • Empower your team and boost productivity with a single view of leads, opportunities, tasks, and activities.

  • Improve consistency across the sales organization with access to sales performance reports.

  • Maximize cross- and upsell opportunities.

  • Leverage financial information from your Sage ERP Solution.

  • Reduce time spent in the office on sales administration (more time on sales calls).

  • Enable sales teams to work effectively regardless of their location with Sage CRM mobile solutions.

  • Create improved team collaboration and customer communications by using integrated LinkedIn, Facebook, and Yammer.

Targeted Measurable Marketing

  • Create, track, and manage dynamic marketing campaigns that really deliver.

  • Plan and track activities, tasks, budgets, and details for each marketing activity.

  • Produce highly targeted customer communications, improving response rates.

  • Enable real-time marketing performance analysis and pinpoint budget management.

  • Fully customize marketing workflow out of the box for rapid campaign execution.

  • Create and send targeted email marketing communications quickly and easily with Sage E-marketing for Sage CRM.*

  • Gather valuable information about your contacts’ interaction with your email messages including open rates, clicks, and unsubscribes to determine campaign effectiveness.

  • Leverage the power of social media to engage more effectively with your customers across Facebook, Twitter, and LinkedIn.

Watch Demo Video
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