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Manage every customer relationship with Sage CRM

Know your business, grow your business.

Unlock success with your existing Sage solution

As a Sage customer, you can choose from fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.

Gain reliable insight and act

Evaluate where your business stands, and make more informed business decisions you can be confident about.

Understand your customers better

Deliver an exceptional customer experience to improve customer retention and drive revenue growth.

Collaborate effectively

Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.

Accelerate team performance

With access to a wealth of sales information, your salespeople are equipped to sell smarter and more efficiently, never missing an important deal.

How we're helping growing businesses today

Read about just some of the benefits our customers are experiencing.

Increased revenues

Accelerate response time to customer inquiries with accurate information related to project costing and pricing.

Real-time insights

Provide time and expenses tracking through mobile devices to get real-time insight on tasks completed.

Improved business processes

Improve accounting processes with automated creation of customer invoices, revenue recognition entries and budget adjustments.

More profits

Simplify project management and ensure accurate tracking to optimise profitability and keep projects on schedule.

How CRM can help your business deliver an exceptional customer experience

A CRM solution helps you simplify the sales process, shorten sales cycles and make the most of every sales opportunity.

CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales.

They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution, like Sage 300cloud.

How Sage CRM helps your business

From Sales, Marketing and Service modules, to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business. You'll get access to the accurate data you need to make informed business decisions.

Driving productivity and efficiency

As your business grows, managing your pipeline, sales reps, and accurately forecasting and reporting on your sales activities can be challenging. Your business needs to be organised so you can avoid mishandling leads, ensure every opportunity is followed up on, and know what your sales team should be focusing on at any given time.

Sage CRM provides you and your sales team with the tools and information you need to close sales faster and monitor sales performance. It puts detailed account and pipeline information at your fingertips, and helps you manage every aspect of the sales process more effectively, from initial lead through to close.

  • Track your KPIs, help sales people become more productive and close sales faster with Business Accelerators for Sales.
  • Manage new and existing customer relationships with accurate business performance information.
  • Help identify high value customers or prospects and improve the performance of your marketing campaigns.
  • Monitor team performance and ensure each team member is equipped to resolve customer issues.

Managing your internal processes

Differentiation is a key to competitive advantage. Sage CRM can boost your business performance by defining critical processes, setting goals, and tracking progress.

Sage CRM helps you automate your business processes so that no opportunity goes missed. It provides easy visibility into all current and historical account details, activities and opportunities so you know where to focus your best efforts.

  • Optimise your Marketing-to-Sales lead lifecycle by implementing sales criteria and ensure quality leads are sent to Sales for closure.
  • Create workflows to capture alerts and trigger notifications.
  • Customise the stages and steps of your preferred business processes as per your requirements.
  • Connect your website to the web self-service portal and at the same time enable your customers to input data through custom web pages.
  • Implement support escalation processes based on predefined service level agreements.

Having access to real time information anytime, anywhere

With Sage CRM you can access critical customer information in real-time on any device at any location and avoid potential errors in decision making. Your sales and customer service teams can view and update contacts, opportunities, leads and cases when on the road or at customer sites, helping them to become more productive and serve your customers better.

  • Perform key sales activities quickly and easily with the native mobile apps in Sage CRM.
  • Access key customer information ; schedule and manage activities ; view history ; and record emails, calls, and notes from your mobile device.
  • Work effectively on the go and quickly search and update contacts, opportunities, leads, and cases.
  • Run and view reports on the move and make better, more informed business decisions.

Get more from every customer relationship

Unlock success with your existing Sage solution

25 % rise in sales ? 60 % productivity uplift ?

See how your business management solution can help you accomplish this and more.

Deliver a better customer experience

Nurturing customers and providing them with an excellent customer experience will help you increase profits.

Collaborate effectively across teams

Avoid duplication of work, empowering your teams to work faster and smarter.

With a single solution everyone becomes more productive and efficient.

A large part of our business is relationships. We have a myriad of business partners investing in the team in some shape or form. Managing those relationships efficiently and effectively is essential.

Nick Ryan, General Manager of Marketing and Sponsorship
Nissan Motorsports, Australia

Do you want advice for managing your business ? Read our articles, guides, expert tips and more

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