Close more deals. Keep every customer.
Sage CRM implementation and support from a certified partner with native Sage 300 integration that gives your sales, service, and management teams a single view of every customer.
Sales, service, and marketing in one platform.
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Sales Pipeline Management
Visual pipeline tracking from lead to close. Custom stages, probability weightings, forecast reporting, and activity reminders keep every opportunity moving forward without micromanagement.
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Contact & Interaction History
Complete timeline of every email, call, meeting, and document per contact and company. Your entire team sees the full customer relationship no more siloed information in individual inboxes.
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Marketing Automation
Email campaign management, list segmentation, campaign performance tracking, and lead scoring directly in Sage CRM. No separate marketing platform needed for most SMB use cases.
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Customer Service Management
Case management with SLA tracking, escalation rules, and resolution workflows. Every support interaction is linked to the customer record giving your team full context on every call.
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Sage 300 ERP Integration
Native two-way integration with Sage 300: view invoices, order history, and credit limits in CRM without switching systems. Sales quotes flow directly to Sage 300 orders no re-entry.
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Mobile Access
Full CRM functionality on iOS and Android. Your sales team can log calls, update opportunities, and access customer history from the field even with limited connectivity.
Our commitment to you
- Sage CRM certified
- Native Sage 300 integration
- Data migration included
- 30-day post-go-live support
Common questions, answered.
Common questions about this service answered directly.
How does Sage CRM compare to Salesforce for small and mid-size businesses?
Sage CRM is typically 40–60% less expensive than Salesforce for the same user count, and it integrates natively with Sage 300 ERP something Salesforce requires expensive third-party connectors to achieve. For companies already on Sage 300, or those who want ERP-CRM integration without complexity, Sage CRM is often the better fit.
Can Sage CRM integrate with our existing ERP or accounting system?
Yes. Sage CRM integrates natively with Sage 300 ERP, sharing customer, order, and invoice data in real time. For other ERP or accounting systems, we build custom integrations using the Sage CRM API. We have built integrations with QuickBooks, Xero, and custom ERP platforms.
What does a Sage CRM implementation include?
Our standard implementation includes system configuration, sales pipeline setup, contact and company data migration, marketing module setup, custom fields and workflows, user training, and 30-day post-go-live support. We also configure the Sage 300 integration if applicable.
Does Sage CRM support mobile access for our sales team?
Yes. Sage CRM has a responsive web interface and native iOS and Android apps, giving your sales team access to contacts, pipelines, and customer history from any device. We configure mobile policies during implementation.
Can you migrate our data from another CRM into Sage CRM?
Yes. We have migrated data from Salesforce, HubSpot, Zoho, Microsoft Dynamics, and legacy spreadsheet-based systems into Sage CRM. Data migration includes contacts, companies, activities, opportunities, and historical notes mapped and validated before import.
Sage CRM insights
See what Sage CRM can do for your team.
Start with a complimentary assessment. We map your current sales and service process, identify the gaps, and show you exactly how Sage CRM would be configured for your business.