Increase customer loyalty and drive revenue
Grow your business, win and retain more customers, and access the right insights to make informed decisions. Sage CRM helps control costs, increase revenue and accelerate business success.
Improve productivity and profitability
Sage CRM is a complete customer relationship solution. Manage interactions with prospects, leads and customers as they move through your sales cycle, while providing your customer service, marketing and sales teams with the tools and insights to make better decisions.
Available as a standalone product or as part of the Sage 200 suite, Sage CRM brings together information from business departments allowing you to effortlessly manage customer information, be more productive and drive the business forward.
Perfect for businesses who want to improve their forecasting and pipeline management, marketing campaign management and customer service. Sage CRM helps you do more for less.
Get the most from your marketing spend
Market the right products to the right customers
With enhanced business insights, you can leverage reliable customer data to target customers at the right time, with relevant products and striking marketing and sales messaging.
Powerful reporting and analytical capabilities
Drill-down into the specific details of campaigns, activities, opportunities, responses, budget, costs and prospects. With advanced reporting, your marketing team can manage and track every input, component and output of each marketing campaign.
Create measurable marketing campaigns
Sage CRM integrates smoothly with MailChimp allowing you to connect with your customers and drive growth with email automation. You can easily set up single-step automations or build scalable, adaptable customer journeys that reach your customers when they expect to hear from you.
Empower your sales teams with more opportunities
Manage leads seamlessly from initial contact through to opportunity conversion, capturing the right information at the right time. With Sage CRM, you can automatically generate accurate quotes, orders and sales proposals using predefined templates.
Benefit from real-time customer visibility
Account and activity management can be coordinated with ease within Sage CRM. Your sales staff benefit from the most complete, accurate and up-to-date customer intelligence available and can easily collaborate with colleagues across accounts, regions, departments and divisions.
Automatic lead routing
Using Sage CRM’s workflow capabilities, leads can be automatically routed to the relevant member of the sales team according to product, region or account manager. The lead can then be qualified, converted to an opportunity, passed back to marketing for further qualification or reassigned to another team member.
Superior support for new and existing customers
Deliver exceptional customer service
Sage CRM allows you to fully define and automate customer service processes and escalation points using workflow automation. Ensure service issues meet service level obligations, and they are progressed to a satisfactory resolution quickly and efficiently.
Resolve customer service cases faster
Build an online knowledgebase of common issues and solutions. When a customer issue is resolved, the solution is published on the Sage CRM knowledge base, where it can be reused by other team members in the future, saving valuable time.
Reduce customer service costs
Enhance service delivery by providing customers with online access to their account, order, invoice and delivery details, alongside access to customer service data. By allowing your customers to help themselves, Sage CRM frees up vital resources and can reduce customer service costs.
Sage 200 modules
Sage 200 offers you the flexibility to customise your system with a range of modules to meet your unique business requirements. As your business grows and changes you can add to your suite of modules to increase functionality, so which modules are right for you?
Want to know how Sage CRM could benefit your business?
Our accredited Sage consultants would love to chat with you about your current challenges and goals as a growing business, explaining how Sage CRM can take your company to the next level.Speak to an expert