Sage CRM: Empowering Your Business for Success

Know your business, grow your business.

Introduction to Sage CRM

Sage CRM can expand the power of your Sage Business Management Solution across your entire organization, providing you with trustworthy data visibility so you can make informed business decisions. 

Unlock success with SAGE CRM.

Sage helps you choose a complete CRM or individual Sage Sales, Marketing, or Service modules that match your business’s requirements. 

Gain Reliable Insights

Check how your business is doing, and then make more intelligent decisions you can be sure about.

Know your Customers Better

Deliver a great customer experience to keep them returning and drive revenue growth.

Collaborate Effectively

To work faster and smarter, avoid doing the same work twice. When everyone works together using a single solution, they become more productive and efficient.

Accelerate team performance

Your salespeople can sell more intelligently and efficiently with access to a wealth of sales information.

Robust Reporting and Analytics

Leverage powerful reporting and analytics capabilities to gain deep insights into your customer data.

Customer Service Excellence

Deliver exceptional customer service and ensure customer satisfaction.

Marketing Automation

Drive targeted and personalized marketing campaigns with ease.

Sales Force Automation

Boost your sales team's productivity with comprehensive sales force automation tools.


How we are supporting businesses in their growth today.

Our customers are experiencing numerous benefits, and we’d like to highlight a few. 

Make it easier and quicker to respond to customers by providing them with precise project cost and pricing information. 

Track your time and expenses using your mobile device and get instant insights on completed tasks. 

Automated customer invoicing, revenue recognition entries, and budget adjustments to streamline accounting processes. 

Make project management easier and keep projects on track. Accurately track progress to increase profits. 

Empowering Businesses with Industry-Specific Expertise

A game-changing solution that empowers businesses with industry-specific expertise. This CRM platform caters to your unique needs with a deep understanding of diverse industries. 

Real Estate

Hospitality & Tourism





Financial Services



Professional Services


Sage CRM Integrations

Experience seamless connectivity and elevate your business operations with Sage CRM’s robust integrations. 

sage crm - Sage 100 integration

Sage CRM & Sage 100 Integration

Sage CRM integration with Sage 100 delivers the super-strength of two business software powerhouses – all in a convenient, easy-to-run package that provides increased business visibility. 

Sage CRM - Sage X3 Integration

Sage CRM & Sage X3 Integration

The power of Sage ERP X3 is strengthened by this integration with Sage CRM, not only via the core feature set but also Sage CRM’s additional features and benefits. 

Sage CRM - Sage 300 integration

Sage CRM & Sage 300 Integration

When integrated with Sage CRM and Sage 300, your business can benefit from better customer visibility and a unified view. This ensures that all departments can access the same information and communicate effectively. 

Sage CRM Quickbooks Integration

Sage CRM & QuickBooks Integration

QuickBooks is an accounting software whose products provide desktop and online accounting applications to manage your customers, vendors, clients, inventory, and finances. 

Sage CRM Migration

Sage CRM Migration of Data

We help companies reach their business goals by effectively using Customer Relationship Management (CRM) technology. We partner with you to grow your business by concentrating on the best use of tools to get the job done. 

Frequently Asked

It is a robust customer relationship management software solution designed to manage customer interactions efficiently, streamline sales and marketing processes, and enhance overall customer satisfaction.

It offers numerous advantages for your business, including improved customer engagement, enhanced sales performance, streamlined marketing campaign management, increased productivity, and better data visibility to support informed decision-making.

It provides extensive customization options to align the software with your business requirements. You can customize workflows, fields, reports, and dashboards, ensuring seamless integration with your processes and industry.

Absolutely! Sage CRM caters to companies of all sizes, from small startups to large enterprises. Its scalability and flexibility allow the CRM solution to grow with your business and adapt to evolving needs.

Yes, it seamlessly integrates with various software applications, such as Sage Accounting, Sage ERP, and popular productivity tools like Microsoft Outlook and Office 365. This integration enables centralized data management and streamlined workflows across your organization.

It offers both cloud-based and on-premises deployment options, allowing you to choose the setup that best suits your business preferences and IT infrastructure. The cloud-based option provides accessibility, scalability, and automatic updates.

Yes, Sage CRM provides mobile access through its intuitive mobile app. This empowers your sales and service teams to access critical customer information, manage tasks, and collaborate on the go, resulting in increased productivity and responsiveness.

It places a strong emphasis on security. It incorporates robust data encryption, user access controls, and audit trails to ensure the confidentiality and integrity of your customer data. Regular security updates and adherence to industry best practices enhance the system's security.

Absolutely! Sage CRM includes comprehensive marketing automation capabilities that enable your marketing teams to create targeted campaigns, automate lead nurturing, track campaign performance, and gain actionable insights for continuous improvement.

Sage offers various support and training options for Sage CRM users. These include online resources, documentation, community forums, and responsive customer support to assist you in resolving any queries or technical issues you may encounter during your CRM journey.

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