Sage CRM

Sage CRM is a powerhouse, especially when integrated with Sage 300 ERP.


Keep track of marketing contacts, support your customers by tracking their issues and questions, and track sales opportunities all in one place.

When prospects become customers, track buying habits and create quotes and orders within Sage CRM.

What You Get

The sales manager can see all her team’s opportunities in one place. This makes it easier to manage – nothing slips through the cracks. It’s easy to create and update opportunities. The team can use workflows to move opportunities through stages from “qualified” to “won”.

Keeping customers happy requires data about the things that make them unhappy. Managing customer issues and cases within Sage CRM gives you the tools you need to identify the root causes, resolve problems, and improve your services.

When the whole organization adds activities to Sage CRM, it’s much more efficient. All the customer issues, accolades, credit notes, and product preferences are stored in one place. When your team can get what they need from Sage CRM, it means fewer meetings and email time for everyone.

One of the best tricks we’ve seen for making Sage CRM easy to use is to incorporate several add-ons. For example, Accelerator acts like a hinge between Sage CRM and Outlook. And another tool, MobileX, brings Sage CRM to your mobile device. These help get everyone on board with your Sage CRM system

If you want to get on even better terms with your customers, let's talk about Sage CRM.