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Sage CRM: Manage every customer relationship with ease

Know your business, grow your business.

Sage CRM + Sage 100: Unlock Success with Powerful Integration

As a Sage customer, you can choose from fully integrated CRM or Sage Sales, Marketing or Service modules to suit your business needs.


Avoid duplication of work tasks, empowering your teams to work faster and smarter. With a single solution, everyone involved becomes more productive and efficient.

Gain reliable insight

Evaluate where your business stands, and make more informed business decisions you can be confident about.

Better understand your customers

Deliver an exceptional customer experience to improve customer retention and drive revenue growth.

Accelerate team performance

With access to a wealth of sales information, your salespeople are equipped to sell smarter and more efficiently, never missing out on an important deal.


Sage CRM Benefits

Here are just some of the benefits Sage CRM users experience:

Increased revenues

Sage CRM helps customers grow revenues through better prospecting & selling for new business.

Real-time insights

Sage CRM helps retention & growth within a customer’s base, through better data & process service design.

Improved business processes

Sage CRM delivers better ‘across the business’ insights to make better business decisions.

Sage CRM Delivers Exceptional Customer Experiences

A CRM helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.

CRM software automates sales tasks, such as creating quotes and orders, forecasting sales, pursuing leads, and converting them into opportunities using sales workflows. By using CRM software, your marketing team can identify the sources of leads, opportunities, and closed sales.

They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track orders using a business management ERP  solution, like Sage 100 or Sage 300.

How Sage CRM helps your business

From Sales, Marketing, and Service modules to fully integrated CRM with Sage 100 and Sage 300, Sage CRM extends the power of  Sage Business Management Solutions across the business. Users get access to the accurate data they need to make informed business decisions.

Sage CRM

Help your teams accomplish more

Avoid duplication of work tasks and handle customer relationships more efficiently with a consolidated view of data.

Sage CRM

Track campaigns with MailChimp and Sage CRM

Based on your latest customer information, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.

Sage CRM

Improve customer service

Obtain an end-to-end view of the customer life cycle based on reliable data and capitalize on both up-selling and cross-selling opportunities.

Get more from every customer relationship

Unlock success with your existing Sage solution

25% increase in sales? 60% productivity gain?

See how your business management solution can help you accomplish this and more.

Deliver a better customer experience

Nurturing customers and providing them with an excellent customer experience will help you increase profits.

Collaborate effectively
across teams

Avoid duplication of work tasks, empowering your teams to work faster and smarter.

With a single solution, everyone involved becomes more productive and efficient.

Sage CRM Resources

Introducing Sage CRM 2022 R2

Sage CRM and the Next 3 Years

Sage CRM: NA Learning Series

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