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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.

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Gain reliable insight and act

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

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Understand your customers better

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

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Collaborate effectively

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

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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.

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Increased revenues

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

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Real-time insights

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

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Improved business processes

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

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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 200cloud.

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.

Help your teams accomplish more

Avoid duplication of work 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, send email campaigns in MailChimp, track it with Sage CRM and drive growth upwards.

Improve customer service

Gain an end-to-end view of the customer life cycle based on reliable data and capitalise on up-sell and cross-sell opportunities.

Get more from every customer relationship

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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.

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Deliver a better customer experience

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

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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.

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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

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