CRM Software with Sage CRM

Customer Relationship Management Software

You need to manage critical sales, marketing, and customer service activities to help your company find new customers, close sales faster, and build lasting, profitable relationships. 

You can rest easy if you’re using Sage Customer Relationship Management Software (CRM) for these tasks. Sage CRM is optimized specifically for small to medium-sized businesses. Easy to use and quickly deployed in either the cloud or on-premises, Sage CRM delivers a rapid return on investment so you can see its positive impact right away. Even better are Sage CRM’s customization, integration, and scaling capabilities, which offer easy adoption and the saving of time and money – now and in the future. 


With Sage CRM’s integration with Sage’s enterprise resource planning (ERP) software, your front-office can be powered by data from the back-office. This gives sales, marketing, customer service, and other customer-facing staff a 360-degree view of all business functions. This ability is unique to Sage products, differentiating it from the other CRM solutions in the market.

Thousands of customers use Sage CRM to help their sales, marketing, and customer service teams build more profitable relationships every day.

The Key Benefits of Sage CRM 

It’s Easy to Use

Teams can personalize their workspace and quickly navigate their way around the system.

It’s Quick to Deploy

You can be up and running in a matter of days with one of our Sage-certified implementers.

It’s Easy to Customize

Out-of-the-box workflow can be customized to reflect your business processes. The open architecture enables seamless integration with third-party applications

It Integrates with Your Business

Integration with Sage ERP products delivers end-to-end business integration out-of-the-box.

Please find your role below to learn more about how Sage CRM can help you and your business.

Marketing

You will gain a deeper understanding of your customers and their buying behavior, which is critical in today's competitive marketplace. Sage CRM is a powerful tool for marketing teams that need to plan, execute, and audit highly targeted campaigns.

• Pre-installed marketing dashboards
• Multi-channel campaign management
• Fully integrated digital marketing campaign functionality
• Lead qualification and management
• Comprehensive email formatting options
• Mail merging functionality
• Open, click, and bounce rate tracking for digital marketing campaigns
• Attention grabbing digital marketing templates
• Campaign cloning
• Full marketing workflow
• Outbound calling
• List management
• Customer segmentation capabilities

Sales

You will equip your sales team with the complete customer information and the necessary tools to enable more effective use of their time. Sage CRM provides users with instant access to calendars, accounts, reports, pipelines, contacts, and call lists, empowering salespeople to sell.

• Pre-installed, customizable sales dashboards
• Account, contact, and opportunity management
• Key accounts dashboards
• Sales forecasting and territory alignment
• Calendar and activity management
• Process and workflow automation
• Real-time information for iPhone and Blackberry users
• Escalation and auto notifications 
• Quote and order entry Information

Technology (IT)

Sage CRM provides extensive configuration and codeless customization capabilities, so your IT professional can tailor Sage CRM to your needs.

• Open architecture
• Third-party integration
• Flexible deployment options
• On-screen coaching for reduced training time
• Point-and-click MS Exchange Integration

Customer Service

Providing quality customer care is a challenge for every business. Sage CRM's customer service capabilities are designed to help you manage and resolve your customer queries and issues by providing you with an easy-to-use user interface and powerful feature set.

• Pre-installed customer service dashboards
• Customer self-service portal
• Case tracking and management
• Workflow automation
• Knowledgebase recording customer service solutions
• Address maintenance and linking tools 
• Escalation and auto notifications

Social CRM

Integrating social media activity with CRM further harnesses the power of communication with your customers and prospects, creating a meaningful community and building strong, mutually rewarding relationships.

• Better target prospects and prepare for sales calls
• Uncover leads and networking opportunities
• Update and read Twitter timeline and feeds
• Extend conversations and collaborate with prospects and customers in social media channels
• Help users identify how online conversations are affecting your brand
• Identify your biggest online champions and influencers
• Participate in online conversations

Mobile CRM

Having access to critical customer information when sales and customer service representatives are on the road or at customer sites can help drive revenue and keep your customers satisfied.

• Fully web-based
• Optimized mobile experience
• Security and territory management
• 24-hour access to up-to-date calendar and contacts
• Microsoft Exchange integration