Sage CRM: An easy to view to maintain Customer relations.

Sage CRM

Sage CRM is a cloud-based customer relationship management solution for entrepreneurs, small, midsized, and larger enterprises and businesses. It helps businesses optimize their customer experience by presenting tools to handle new and existing client relationships.  

Sage CRM provides a full suite of mobile tools for managing customer relationships, accounts, order management, customer service, sales opportunities, customer marketing, etc. 

Sage CRM can be deployed on the cloud and on-premise. It can be used to track performance, forecast trends, schedule meetings, and more.  

The dashboard gives an overview of the current sales deals and the reporting. The analytic features help in forecasting sales performance and tracking new opportunities.  

Sage CRM marketing tools allow campaigners to plan, design, and execute marketing and promotion campaigns across multiple channels. The built-in email marketing feature allows sending promotional newsletters and messages to the contacts. 


  1. Contact & Communications Management 

Contact Management is a key feature of Sage CRM and the application makes it simple to create new fields and apply them to screens. 

Sage CRM allows you to add and customize data fields to collect custom data relevant to you. It allows you to profile Prospects and Customers for targeted activities or reporting metrics.  

The Communications functionality allows you to maintain a record of all interactions with Customers, Suppliers, and others – both at the organization and individual contact level. 

It is possible to create a single and unified view of the customer by combining the tracking of contacts, profiles, and their interactions with the business. 

Sage CRM comes with several features to help with customer interactions: 

  • Integration with Microsoft Exchange and Office 365 to enable appointments, tasks and contacts to be in sync between Outlook and Sage CRM 
  • The Email Management Server service allows Sage CRM to recover emails from one or more mailboxes. 
  • HTML Email Templates can be created and used for individual or bulk outbound emails 
  • Document Templates can be created using MS Word and used for Single or bulk mail mergers 


  1.  Marketing 

Sage helps you plan better marketing campaigns with higher accuracy to manage any given campaign across multiple channels.  

It allows you to easily track new leads and sales opportunities. The more sales you make, the more data it collects for you to refine your sales campaigns. 

Sage also offers several email marketing solutions, including integration with Mailchimp to send and track campaigns. You can easily send emails to up to 2,000 customers for free and create specific user segments for your campaigns.  

Sage CRM helps you automate a campaign to keep you in touch with your leads and customers. As part of your marketing strategy, you can also email and survey your customers to be in the loop on what they are thinking about your product and their intentions to buy.  

Sage has the right tools for your marketing team: 

  1. Profiling – CRM will properly record and profile the people you interact with within those organizations. 
  1. Sorting Data – After profiling is done, Sage CRM gives you various tools to filter through your data. 
  1. Using Groups – You can sort any data into segments, which Sage refers to as ‘groups’. You can create groups of Companies, Jobs, People, etc.   
  1. Working with Mailchimp – Mailchimp helps create glamorous HTML emails, initiates your marketing campaigns, and reads the results within Sage CRM. 
  1. Email templates – Sage CRM allows you to create and save email templates to easily select and send consistent responses and messages to your customers. 
  1. Connecting Website – Sage CRM website integration pulls inquiries from a ‘contact us’ page into Sage – which also sends a thank you email to the submitter and notifies sales. 
  1. Campaign management – Sage CRM’s Campaign Management feature provides the ability to link leads, communications, and opportunities for a better understanding of the marketing activities. 
  1. Analytics – Sage CRM is very open-ended in reporting back the data. You can easily report back on any of the information that flows through your system. 


  1. Workflow & Process Automation 

Sage CRM allows you to systemize how data moves through different individuals and departments. The ability of Sage CRM to systemize a process is the biggest differentiator from other CRM applications.   

The companies that take advantage of these features have a higher rate of success with their CRM initiatives.  

  1. Accounting Integration 

Sage CRM can integrate with Sage’s core line of up accounting packages.  

We manage the CRM side and the integration into the accounting system. The Sage accounting partner (if applicable) is responsible for the accounting system itself. 

  1. MS Outlook Integration (Accelerator) 

Accelerator is the advanced integration with MS Outlook. It has a major impact on the user as it makes using Sage CRM more practical. 

Accelerator can integrate with Sage CRM version 2018 and above. It is also compatible with Outlook 2016, 2019 (32 and 64 bit), and 365.  

Key Features & Benefits 

  • Increases user adoption of your CRM strategy 
  • Makes staff faster and more efficient 
  • Makes it easier to send frequent company messages 
  • Helps capture 4x more information


Why should you use Sage CRM 

  • Sage CRM is Easy to Use 
  • It can be integrated with Sage 50, 100, 300, 500, X3, and Intacct. 
  • Sage CRM is Easy to modify freedom when it comes to customizing. 
  • Sage CRM is a top-tier application with Best Value CRM on the market 
  • Strong process control features that pass-through teams. 
  • Sage CRM is not hosted by Sage, you can host it on your server or private cloud.

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