Sage CRM
Your central control centre for managing relationships with customers, prospects, and leads.
Request a FREE consultation with our Sage experts, to see how we can drive your business growth.
Or call us on: 01332 959008
General Enquiries
"*" indicates required fields
What is Sage CRM?
Sage CRM is a solution that lets you manage your entire contact base, track your leads to point of sale and beyond, and make informed business decisions.
With Sage CRM, you can quickly analyse, manage and synchronise sales, marketing and customer care activities across all points of contact; giving you a true 360-degree view of your business. It links all departments to a single system that can be accessed locally or via the web.
But the possibilities don’t end there. With Sage CRM, you can connect with a range of add-ons and create bespoke developments.
With Sage CRM, you can:
- Track every customer interaction from first contact to final sale
- Run targeted marketing campaigns and measure their success
- Give your sales team the tools to close deals faster
- Provide better customer service, with quick access to case histories
- Make smarter decisions with real-time insights into performance
Explore Sage CRM:
Is Sage CRM right for you?
Sage CRM is ideal for businesses that:
- Handle high data volumes in multiple systems and complex processes
- Group data by multiple criteria
- Have a busy customer service team and helpdesk
- Need a system to grow with them
Sage CRM Top Features
It’s powerful, easy to use, and built for companies that want to manage their contacts anytime, anywhere.
Sage Integration
Out of the box integration to Sage 200, 50 and Intacct.
Sales Automation
One place for your whole sales team to manage their pipeline.
Marketing
Integrate your Sage CRM with Marketing Automation tools.
Customer Service
Manage your customer service team and processes.
Centralised Data Management
Retain contact information for all your customers and suppliers in one place.
Mailchimp
Integrate your Sage CRM with Mailchimp.
Manage your customers and track your leads in one unified place
Drive Revenue with Confidence
Sales and Marketing is a real sweet spot for Sage CRM
- Sales Automation:
Take control of your sales pipeline. With Sage CRM you can manage and report on all phases of the sales cycle, from lead allocation to forecasting, so you oversee performance by team or individual and make smarter decisions, faster. - Marketing Automation:
Full campaign management, including integrated e-marketing, enables accurate targeting at the right time, delivering a better return on your marketing spend.
Retain your Customers and Resolve Issues Faster
- Customer Service Automation:
All your critical information in one place. Empower your teams with accurate and up to date information including orders, call and escalation history, support cases, emails and documents. Resolve issues and answer questions quickly to enhance long-term loyalty. - Sage 200 Suite Integration:
Connect with Sage 200 Professional to view account information, create, view and edit quotes and orders. You can also drill down into related invoice and stock information using the Qnect module. - Web Self Service:
Give customers control, reduce inbound queries and improve satisfaction. Sage CRM allows customers to view data, submit customer service issues and more through a customisable Web Portal.
Work Smarter Across the Business
Regardless of your department, Sage CRM is designed to enhance productivity throughout the business.
- Centralised Data Management:
Eliminate silos. Maintain all customer, prospect and supplier contact information in one place, making it easy to build lists and track communication against any entity. - Diary & Task Management:
Coordinate staff and resource schedules with ease. Sync calendars and tasks with Outlook to keep everyone aligned. - Exchange / Outlook Integration:
No duplication, no missed messages. Synchronise diaries and tasks, file inbound and outbound emails and much more. - Automated Workflow Process:
Standardise processes with graphical workflows that enforce business rules and reduce manual effort. Your operations, your way. - Dashboards:
Give every user a personalised view of the data that matters most. From sales performance to customer service KPIs, dashboards make insights actionable.
Get to know Sage CRM
Watch a demonstration on demand
During our on-demand webinar 'Introduction to Sage CRM' we provide an overview of Sage CRM, how it could help you and show you around the interface.
What’s next?
Now you have decided Sage CRM is for you, what is next?
This is where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live. Along the way, you will have a dedicated account manager, consultant and, once you go live, you then have access to our incredible support team.
The answers you need, all in one place
Find quick answers to common queries about Sage CRM.
-
Can Sage CRM integrate with Sage?
Yes, as you’d expect, Sage CRM integrates with other Sage products, including Sage 200, Sage 50 and Sage Intacct. Our CRM team can help you with integration through a variety of methods including bespoke integration and 3rd parties, such as Qnect.
-
What does Sage CRM do?
Sage CRM provides you with a single place to record interactions with leads, prospects and customers. It helps you manage your sales pipelines, provide customer service and work together as a team across departments.
-
How do I check my Sage CRM version?
Your Sage CRM version should be displayed on the login screen, you can also view it by going to My CRM > Preferences > About CRM.
-
How much does Sage CRM cost?
Sage CRM is priced using a simple user-based licensing model, including Named or Concurrent users. A named user license is assigned to a specific individual, whereas a concurrent user license is shared among a pool of users. This makes the total cost of ownership easy to scale, without hidden fees or unpredictable add ons.
-
Is Sage CRM cloud-based or on-premise?
Sage CRM is a browser-based system that is installed on-premise or hosted by a partner. Users access it through a web browser, giving the flexibility of cloud-style access with the control of an on-premise deployment.
-
Can Sage CRM be customised?
Yes – Sage CRM is highly customisable, from fields and screens to workflows, dashboards, and automated processes. It can be tailored to match your terminology, teams, and the way your business works.
-
Does Sage CRM work on mobile devices?
Yes — Sage CRM includes a mobile friendly interface that works on smartphones and tablets. This allows sales and service teams to access customer information, update records, and manage activities while on the move.
-
How long does it take to implement Sage CRM?
Implementation times vary depending on the number of users, integrations, and customisations required. Most businesses can expect a phased rollout that delivers quick wins early, while allowing the system to grow with their needs.
-
What training or support is available?
Training can be delivered online or on-site, covering everything from day-to-day use to advanced administration. Ongoing support is available through our award-winning Sage CRM support team, ensuring your team always has help when they need it.
Explore more of our services
Support
Supporting your Sage software is our business.
Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.
- Year-end assistance
- Access to our Customer Portal
- Remote connection software
Development
From Concept to Code, We Build What You Need.
Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.
- Accredited Sage Developers
- Award-winning team
- Proven track record of delivering solutions
Consultancy
Optimising your business with expert Sage consultancy
We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.
- Technical Installation and Setup
- Data Migration
- System Training
Project Management
Stay Informed, Empowered and In Charge.
Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.
- Enhanced Communication
- Risk Mitigation
- Quality Assurance
Client Services
Putting customers first, every step of the way.
Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.
- Faster Response Times
- Better Communication
- Peace of Mind
Training
The right training plus the right partner, equals greatness
At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.
- Half day or full day sessions
- Group sessions or one-on-one deep dives
- Empower your team
Thank you to Sufyan and Pete for their support in our CRM project. Very helpful and friendly.
Georgia Lomas
Group Marketing Manager at Camozzi Automation Ltd
Support, development, communication 100% amazing. Replies are sent to any enquiry. All issues are sorted in timely manner.
Alina Endruze
at RS Hydro Limited
Related success stories
