Sage 200 CRM

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Sage 200 CRM is an integrated Customer Relationship Management solution with specific functions for Sales, Marketing and Customer Service

Sage 200 CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy.

It offers out-of-the-box, configurable business process automation and can be fully integrated into your core Sage 200 back-office system.

With Sage 200 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.

Supporting businesses across the UK

Ideal for companies with:

  • Big data in multiple systems

  • Mobile salesforce

  • Need to group data by multiple criteria

  • A customer service team or helpdesk

Key Software Features

  • Out of the box integration to Sage 200 back office

  • Sales Force Automation

  • Marketing Automation

  • Customer Service Automation

  • Centralised Data Management

  • Integration to MailChimp

Features Explained

Sales Force Automation

  • Effectively manage and report on all phases of the sales cycle. Easily allocate new leads and manage pipeline and forecasts for the team or specific individuals.

Marketing Automation

  • Full campaign management including integrated E-Marketing helps you to target the right customers & prospects at the right time and monitor the performance of your campaigns.

Customer Service Automation

  • Bring together all the critical information you need to support your customers including orders, call and escalation history, support cases, emails and documents.

Centralised Data Management

  • Retain all the contact information for your customers and suppliers in one place. Easily build lists and track all types of communication against any entity in the system.

Diary & Task Management

  • Manage tasks & calendars of users and resources, synchronise entries with Outlook.

Social Media Integration

  • Facebook, LinkedIn and Twitter can be used to listen, engage and learn about your customers and prospects, without having to leave your Sage CRM.

Web Self Service

  • Sage CRM allows customers to view data, submit customer service issues and more through a customisable Web Portal.

Exchange / Outlook Integration

  • Synchronise diary and tasks, file inbound and outbound emails and much more between Outlook and Sage CRM.

Automated Workflow Process

  • Use Graphical Workflow views to introduce automated, pre-determined business rules ensuring your business runs the way you want it to.


  • Users can graphically access all data in one screen, dashboards can be customised for individual user requirements.

Customisable Tools

  • Easily add or amend fields screens or lists to match your exact requirements without the need for bespoke development.

Sage 200 Suite Integration

  • View Account Information, create, view & edit quotes and orders. Drill down into related invoice and stock information.

Call us now for more information on 01332 587 515 or email [email protected]

Contact us to discover how Sage CRM can enhance your business!

Call 01332 587515 or enquire online today