Sage CRM


With Sage CRM, users can choose from fully integrated CRM or Sage Sales, Marketing, Service modules to suit the unique needs of your business.

Sage CRM offers a flexible range of solutions that affordable, easy to use, highly adaptable, and deliver the insight needed to run and grow a business efficiently.


Sage CRM provides customers with a variety of options and flexibility so that they can get the most out of their Sage Business Management Solution. Sage sales, marketing, and service solutions helps users meet the demands of a growing company.

Sage CRM helps users extend the power of their Sage Business Management Solution right across their business, giving them end-to-end visibility and data they can trust so they can make informed business decisions based on accurate information at all times. From Sales, Marketing, and Service modules to fully integrated CRM, Sage helps users extend the power of their Sage Business Management Solution right across their business.
Drive Your Business Growth

The benefits of Sage CRM customer management

Understand Customers

Improve client retention and revenue growth by providing a great customer experience.

Gain Reliable Insight

Sage CRM helps evaluate a company’s current situation and make faster, more informed decisions.

Collaborate Effectively

Users avoid duplication of effort by allowing staff to operate more efficiently and effectively. Everyone becomes more productive and efficient with a single solution.

Sell Smarter and Accelerate Sales Teams

Salespeople are able to sell smarter and more effectively, never missing a critical offer, thanks to access to a multitude of sales data.

Market More Effectively

 Improve client retention and revenue growth by providing a great customer experience.

How Sage is helping businesses grow today



PARS, a retirement services firm, was able to increase revenue by 60%, something they would not have been able to achieve without Sage CRM.



CommLink improved their call management systems, which resulted in a 25% improvement in customer satisfaction.



TAK’s productivity rose by more than 40% as a result of seamless connectivity across its business systems.



Thanks to the availability of real-time data and the automation of essential business processes, WaiveStar increased efficiency by 60%.

How Sage CRM enhances your business today

How Sage CRM enhances your business

Sage CRM

From Sales, Marketing, and Service modules to fully integrated CRM, Sage extends the power of  Sage Business Management Solutions across businesses. Users get access to the accurate data they need to make informed business decisions.

help your teams accomplish more

Helps Organization’s Teams Accomplish More

With an unified view of data, users can avoid duplicating job responsibilities and better manage customer connections.

track campaigns with mailchimp and safe crm

Track campaigns with MailChimp and Sage CRM

Initiate email campaigns with MailChimp based on users most recent client data, track them with Sage CRM, and build their business.

improve customer service

Improve customer service while increasing engagement

Get a complete picture of the client life cycle based on trustworthy data and take advantage of up-selling and cross-selling possibilities.

Empower your Sales Teams with more Opportunities


With a more effective sales team, organizations that use Sage CRM increase productivity and revenue in the business faster.

Sales staff work on the correct leads at the right time, and are able to monitor where their sales deals are in the sales process.  At the same time, management teams are be able to make business choices based on real-time data.

Using Sage CRM solution, Sage customers increased the productivity of their sales teams by up to 40 percent.

Sage provides users the tools they need to track sales throughout their organization, work on the move with their mobile devices, and acquire the confidence they need to make smarter business decisions right now.

Sage CRM Product Brochure

Put your business on the path to exceptional growth

It’s no secret that today’s businesses want to go on the fast track to success. Using the standard  Sage CRM sales report, users can track the performance of their sales efforts in real-time if they take a methodical approach to sales.

With the Sage CRM comprehensive sales dashboards, users can generate precise estimates regarding their company’s performance and more:


Get the Most from your Marketing Spend

Are you getting the desired outcomes from your marketing campaigns?

More focused marketing provides a better return on investment in a shorter amount of time.  Users can complete a range of activities using the Sage CRM marketing solution. 


What email marketing does for growing businesses

Sage CRM provides the built-in tools needed to reach customers and prospects. With this powerful marketing solution, users:

  • Send messages to the right people at the right time
  • Build a warm relationship with leads and prospects
  • Generate a return on investment from your email lists

Sage CRM interfaces with MailChimp, enabling users to send free emails to up to 2,000 recipients. Users  can create campaigns using dozens of pre-made templates or they can create their own email template.

Marketing teams can track how recipients respond with campaign emails once they’ve started a MailChimp campaign and follow up for improved results. 


Provide World-Class Customer Service with a CRM Solution

What exceptional customer service means for you

Sage clients have seen a 25 percent increase in customer satisfaction. Sage’s cost-effective solution provides the best value for money for businesses of all sizes.


Harness the Power of an Integrated CRM Solution

Drive revenue growth in your business

New techniques of expanding a firm are needed by forward-thinking business owners and managers.

Users experience success when they automate their company procedures and do more with less. It pays to guarantee that workers can work smarter and that management has access to the data they need to make better business decisions.

Only then are users able to keep costs under control, raise revenue, and accelerate their company’s growth. Small and medium enterprises may get a competitive advantage in the marketplace with Sage’s integrated CRM system.

Users obtain superior business intelligence, boost the efficiency of their employees, and set their company on the path to success when they have a holistic perspective of consumer activity across their whole organization.


Sage CRM Reviews

We believe that we’re now one of the leaders in the industry in providing critical information to clients.This helps us to win new business and enhance our service to existing clients.

Simon Adcock, Managing Director
ATEC Security

More Sage CRM Resources

Sage CRM 2021 and Beyond

Sage CRM 2021 Guide

Sage CRM for Sage 100

Sage CRM: The Product in Action

Want to see more?

Check out the Sage CRM Resources Page or Request a Demo to learn more.

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