Sage CRM

Oversee all customer relations with Sage CRM.

Gain success with your current Sage solution

Being a Sage customer enables you to choose from fully integrated CRM or Sage Sales, Marketing, and Service modules to fit your business needs.

Obtain reliable insight and act

Assess where your business stands, and make better informed business choices you can be sure about.

Understand your customers better

Provide an exceptional customer experience to improve customer retention and increase revenue growth.

Work together effectively

Avoid producing the same work tasks, allowing your team to work faster and smarter.  With one solution, everyone involved increases their efficiency and productivity.

Expedite team performance

Accessibility to an abundance of sale information, your salespeople are equipped to sell smarter and more efficiently, never missing out on a deal.

Helping businesses grow today

Here are some of the benefits customers are experiencing.

Increased profits

Advance response time to client inquiries with accurate information related to project cost and pricing.

Real-time insights

Supply time and expense tracking through mobile devices to develop real-time insights on finished tasks.

Enhanced business processes

Advance accounting processes with automated creation of customer invoices, revenue recognition entries, and budget modifications.

Rise in profits

Simplify project management and guarantee accurate tracking to improve profitability and keep projects on track.

Help your business provide exceptional customer service using CRM

Simplify your sales process, shorten sales cycles, and optimize every sales opportunity using a CRM.  CRM automates sales tasks, such as making quotes and orders, predicting leads, and translating them into opportunities using sales workflows.  Using CRM allows your marketing team to identify sources of leads, opportunities, and closed sales.  They can also search for customer information for approaching campaigns and launch a targeted email marketing campaigns.  When customers order products or services following the marketing campaigns, you can track their orders using a business management solution such as Sage 100cloud or 300cloud.

How Sage CRM benefits your business

From Sales, Marketing, and Service modules to fully combined CRM, Sage helps expand the power of your Sage Business Management Solution across your entire business.  Accurate data will be accessible to make informed business decisions.

Help your teams achieve more

Prevent duplication of work tasks and handle customer relationships more efficiently with a consolidated view of data.

Track campaigns using MailChimp and Sage CRM​

Based on your customer data, initiate email campaigns in MailChimp, track them using Sage CRM, and promote growth.

Improve customer service

Gather an end-to-end view of the customer life cycle based on reliable data and benefit from up-selling and cross-selling opportunities.

Gain more from each customer relationship

Establish success with your existing Sage solution.

25% increase in sales? 60% rise in productivity gain?

See how your business management solution can promote this and more.

Create a better customer experience

Nurturing customers and giving them an excellent customer experience will help boost profits. 

Work together effectively across teams

Dodge duplication of work tasks, allowing your team to work faster and smarter.

Using one solution allows everyone to be more productive and efficient.