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.

Cash flow management tips for businesses impacted by COVID-19

Cash flow management tips for businesses impacted by COVID-19

With limited budgets, cash flow issues are usually one of the more pressing challenges small and medium-sized businesses (SMBs) face. A healthy cash flow means that businesses can pay their employees and suppliers on time, while meeting overhead costs. For many businesses, ensuring that there’s more money coming in (accounts receivable) versus money going out […]

Read More Read More
A peek into the daily life of an accountant

A peek into the daily life of an accountant

Many of us have a rough idea of what being an accountant entails – bookkeeping, data crunching and perhaps constantly balancing income and expenditure sheets. However, sometimes we fail to realise the important role an accountant plays in a business. Accountants must use a myriad skills to analyse, collect, compile and evaluate financial data. They […]

Read More Read More
3 ways HR personnel can make payroll more accurate and efficient

3 ways HR personnel can make payroll more accurate and efficient

Payroll processing is an important aspect of business management. Processes which are too arduous, complex and prone to error place unnecessary burden on HR personnel. It means they run the risk of failing compliance checks and harming the relationship between employer and employee. An in-house payroll system which is carried out manually is not only […]

Read More Read More
10 tips to stay on top of your cash flow

10 tips to stay on top of your cash flow

Cash flow is one of the biggest challenges facing small businesses. According to a 2020 article by AsiaOne, cash flow problems is one of the top five reasons why some businesses fail. So how can your business help improve its cash flow? Here are ten highly effective, practical tips. 1. Set up a credit control […]

Read More Read More