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Explore our industry-leading CRM system

Streamline your business, boosting sales and customer loyalty, with our cloud-based CRM software solutions. 

What is CRM software?

CRM software, also known as a Customer Relationship Management system, is technology that’s used to track and manage interaction and engagement with leads, customers and clients throughout the sales cycle.

While ERP software allows you to automate your business operations, CRM tools are all about managing leads effectively, improving customer support and nurturing brand loyalty. Developed by a CRM software company, they help B2B and B2C businesses tailor and programme communications across all client-facing departments, including sales, marketing and customer service.

The application of CRM software adds a high level of automation and integration to your relationship with customers and prospects. This will drastically reduce the time you need to spend on manual tasks. And, because all customer interactions are stored in one place, it’s easy for your team to stay up-to-speed with client activity. Take a proactive approach to managing leads as well as improving your relationship with repeat customers.

Our client management software packages offer insight into how your sales and promotional campaigns are performing, helping you shape your marketing strategy and make smarter overall business decisions.

How CRM works

CRM programs collect an organisation’s customer data—any interaction with existing or potential customers—and organise it into a central online hub. This means the data is accessible across the organisation, via your CRM system, whether your team is based predominantly in Hong Kong or spread out in many different markets.

The implementation of client management software allows users to track past customer interactions. This in turn helps them engage with prospects more effectively, encouraging them to buy through automated outreach, sales campaigns, and targeted marketing.

Why use a CRM?

Our CRM software is not just for accounting businesses. With quick and easy access to up-to-date customer data, a good CRM system will save your team members time, whatever products and services you offer, letting them to focus on developing and looking after business contacts. The centralised system also means you’ll be able to communicate effectively, both internally and with your client base, personalising customer messaging to make sure they have a positive experience at every point of contact.

The consistency and analytics that good CRM software brings to the table will also help you evaluate your business performance and tweak or overhaul your strategy if needed. 

How CRM software delivers exceptional customer service

Using CRM technology, 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 marketing emails.

When customers place orders for your products or services after these marketing campaigns, you can track the orders using your ERP or business management solution.

Improve customer services

With a complete view of the customer life-cycle, your team members have the tools they need to resolve queries faster and with more personal responses.

How client management software boosts sales

CRM software automates sales tasks, like creating quotations and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. This allows you to simplify the sales process, shorten sales cycles and make the most of every sales opportunity.

Market more effectively

With an integrated CRM system, you will be able to create targeted campaigns based on customer information and deliver a better return on your marketing budget.

Pitch new products to the right people

With better business insight, you will be able to leverage reliable customer data and target people who want your new products and services.

How our CRM software improves productivity and profitability

Sage Business Cloud offers a better, faster way of managing your entire enterprise.

Help your teams accomplish more

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

Retain your best customers

Gain an end-to-end view of the customer life-cycle, based on reliable, real-time data, and make the most of up-sell and cross-sell opportunities.

Market your products and services

Send targeted campaigns based on customer information to keep clients engaged and drive growth.

Top CRM software features for small and medium-sized businesses

Centralise your critical business information

CRM software helps you store your customer data in a central, secure location. This information includes email and communication histories, sales quotations, orders received, opportunities, and open and resolved support cases.

And because this information is in one place, you can feel confident you’re acting on up-to-date information.

Automate sales

Good CRM solutions automate many of the day-to-day tasks that form part of the sales process including order processing, lead management, and sales forecasts. This automation eliminates the need to spend time performing manual daily tasks, like scheduling sales calls.

Send targeted marketing campaigns

More targeted campaigns ensure a higher return on your investment, faster. Our solution enables you to plan marketing campaigns and run campaign reports within minutes.

Provide world-class customer service

Nurturing customers and providing them with an excellent experience will improve your retention rate and drive growth.

Gain insights into your business

CRM systems allow you to generate reports for key areas of your business, including sales, leads and marketing. You can even create tailored reports that measure how the business is performing against KPIs.

These types of reports help managers evaluate where the business stands and make better informed decisions.

Manage your contacts

Customer relationship management systems are built to collect and organise all your information about contacts. For each client, you can store information like phone numbers, email and postal addresses, making it quick and easy for a travelling salesperson to access these details using their mobile phone.