customer relationship management

sage crm


Unlock success with your existing Sage solution. Build customer satisfaction and loyalty with Sage CRM.


CRM software simplifies the sales process, shortens sales cycles and helps organizations 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.


Your team 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 300cloud.

Proven Success

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 across your entire business. You’ll get access to the accurate data you need to make informed business decisions.

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

Help your teams accomplish more

Avoid duplication of work tasks 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, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.

Improve customer service

Obtain an end-to-end view of the customer life cycle based on reliable data and capitalize on both up-selling and cross-selling opportunities.


Here are just some of the benefits our customers are experiencing.

Increased revenue

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.