Manage every customer relationship with Sage CRM

Know your business, grow your business.

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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.

Better understand your customers

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

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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 a CRM can help your business deliver an exceptional customer experience

A CRM 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, 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 100cloud or 300cloud.

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