Sage CRM

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

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

It helps you manage your entire contact base in one single place, track your leads to point of sale, and make informed business decisions based on accurate information.

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.

Supporting businesses across the UK

Ideal for companies with:

  • Big data in multiple systems

  • Mobile Salesforce

  • A 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

  • Salesforce Automation

  • Marketing Automation

  • Customer Service Automation

  • Centralised Data Management

  • Integration to MailChimp

Sage Features Explained

Sales Force Automation

  • Sage CRM effectively manages and reports 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, delivering a better return on your marketing spend.

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. Improve retention and drive growth.

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.

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 using the Qnect module

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.

Call us now for more information on 01332 959 008 or email [email protected]

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

Call 01332 959008 or enquire online today

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