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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 Sales, Marketing, and 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.

Better understand your customers

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

Collaborate effectively

Avoid duplication of work tasks, empowering your teams to work faster and smarter. With a single solution, everyone involved 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 out on an important deal. 

How we're helping growing businesses today

Here are just some of the benefits our customers are experiencing.

Increased revenues

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

Real-time insights

Provide time and expense tracking through mobile devices to generate real-time insights on completed tasks.

Improved business processes

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

Increased profits

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

How CRM can help your business deliver an exceptional customer experience

CRM software simplifies the sales process, shortens sales cycles and helps organizations make the most of every sales opportunity.

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

They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track their 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 across your entire business. You'll get access to the accurate data you need to make informed business decisions.

Help your teams accomplish more

Avoid duplication of work tasks and handle customer relationships more efficiently with a consolidated view of data.

Track campaigns with MailChimp and Sage CRM

Based on your latest customer information, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.

Improve customer service

Obtain an end-to-end view of the customer life cycle based on reliable data and capitalize on both up-selling and cross-selling opportunities.

Get more from every customer relationship

Unlock success with your existing Sage solution

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 tasks, empowering your teams to work faster and smarter.

With a single solution, everyone involved becomes more productive and efficient.

ATEC Security

We believe that we’re now one of the leaders in the industry in providing critical information to clients. This helps us to win new business and enhance our service to existing clients.

Simon Adcock, managing director

ATEC Security

Do you want advice for managing your business?

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