search icon

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, 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.

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 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 can CRM 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 workflow. 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.

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

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.

Meet Sage CRM customers

Sage CRM is trusted by hundreds of businesses from a variety of industries around the world. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.

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

Why silos damage your business and how to stop them

Why silos damage your business and how to stop them

Within a business context, a silo is defined as a department, system or other kind of process that operates in isolation from the rest of the business. This might not be full isolation. It might be that just one key function is blocked off from the rest of the business. However, silos of any kind can […]

Read more Read more
Why manufacturers need to invest in digital transformation

Why manufacturers need to invest in digital transformation

Globally, digital transformation in manufacturing processes are moving forward – customers demand more of them, which means they need to invest in gaining that edge, securing growth, improving products and winning in their markets. Jason Chester is the director of Global Channel Programs at InfinityQS, a company that provides Statistical Process Control (SPC) software and services […]

Read more Read more
Smart packaging: How manufacturers can use it to improve efficiency

Smart packaging: How manufacturers can use it to improve efficiency

As a manufacturer, dealing with packaging is an important consideration. It’s not just about using cardboard boxes or plastic containers to protect the goods that you’re manufacturing. Technology can play a key role too. Using smart packaging – essentially packaging that goes much further than containing and protecting goods – can benefit your business. In […]

Read more Read more
How to use the right performance metrics to make business decisions

How to use the right performance metrics to make business decisions

In part one of this series, I discussed how the limitations of traditional performance metrics might stop your business from reaching its potential. In part two, I look at the different types of performance metrics you can use to complement traditional KPIs. Business owners might feel like they’re always putting out fires. But with better insight […]

Read more Read more