Sage CRM

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 you need to run and grow your business. 


Sage offers customers choice and flexibility so you can get the most from your Sage Business Management Solution. Our range of sales, marketing and service solutions help meet the needs of growing businesses like yours.

From Sales, Marketing and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business, giving you end-to-end visibility and data you can trust so that you can make informed business decisions based on accurate information at all times.

Drive Your Business Growth

The benefits of Sage CRM customer management

Gain Reliable Insight

Evaluate where your business stands and make faster, better decisions you can be confident about.

Understand Customers

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

Collaborate Effectively

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

Sell Smarter and Accelerate Sales Teams

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

Market More Effectively

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

How Sage is helping businesses grow today



Retirement services company PARS were able to grow revenue by 60% which they would not have been able to do without the help of Sage



CommLink increased customer satisfaction levels by 25% through improving its call management systems 



TAK increased productivity by over 40% thanks to a seamless integration between its business tools



WaiveStar achieved efficiency gains of 60% thanks to the availability of real-time data and the automation of key business processes 

How Sage CRM enhances your business today

How Sage CRM enhances your business

From Sales, Marketing, and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business. You’ll get access to the accurate data you need to make informed business decisions.
Sage CRM
help your teams accomplish more

Help your teams accomplish more from anywhere

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

track campaigns with mailchimp and safe crm

Track campaigns with MailChimp and Sage CRM

Based on your latest customer information, send email campaigns in MailChimp, track it with Sage CRM and drive growth upwards.

improve customer service

Improve customer service while increasing engagement

Gain an end-to-end view of the customer life cycle based on reliable data and capitalise on up-sell and cross-sell opportunities.

Empower your sales teams with more opportunities


With a more effective sales team, you will increase productivity and revenue in your business faster.

Your sales team will work on the right leads, at the right time, you will be able to see what stage your sales deals are at, and you and your management team will make business decisions based on real-time information.

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

We’ll empower you to track the performance of sales across your business, work on the go using your mobile and gain the confidence you need to make better business decisions today.

Put your business on the path to exceptional growth

It’s no secret that today’s businesses want to put their business on the path to growth. By taking a systematic approach to sales, you will:

  • Track the performance of your sales activities in real-time using our out-of-the-box sales reports
  • Generate accurate forecasts about the performance of your business with our powerful sales dashboards
  • Prepare for important sales meetings by accessing important customer data on the go using our mobile apps for Android and iPhone
  • Make more informed decisions faster using our powerful and easy-to-understand sales reports
  • See what stage sales deals are at in the pipeline and then make accurate forecasts to manage key opportunities

Get the most from your marketing spend

Are your marketing campaigns delivering the right results? More targeted campaigns ensure a higher return on your investment faster. Our marketing solution enables you to:

  • Plan marketing campaigns with precision, track the results of these campaigns and run campaign reports within minutes
  • Manage a marketing campaign across multiple channels
  • Track new leads and sales opportunities
  • Use powerful campaign reports to improve your next campaign

What email marketing does for growing businesses

Our solution gives you the built-in tools you need to reach customers and prospects. With our powerful marketing solution, you will:

  • Send your 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

Our solution integrates with MailChimp allowing you to send emails up to 2,000 customers for free. You can build campaigns using dozens of predefined templates or create an email template for your business. Once you’ve started a MailChimp campaign, your marketing team can view how recipients interact with the campaign emails and follow up for better results.


Provide world-class customer service with a CRM solution

What exceptional customer service means for you

Sage customers have improved customer satisfaction levels by as much as 25%. Our affordable solution gives businesses of all sizes the best value for money. 

  • Automate and manage the progress of customer service cases resolving cases faster
  • Save time by storing information in a central knowledgebase
  • Report on critical customer service metrics quickly and easily
  • Have more meaningful conversations with customers

Harness the power of an integrated CRM solution

Drive revenue growth in your business

Forward-thinking business owners and managers need new ways of growing their businesses.

You will succeed by automating processes within your business and by doing more for less. It pays to ensure employees can work smarter and management have the information they need to make more informed business decisions.

Only then can you control costs, increase revenues and accelerate the success of your business. Our integrated CRM solution enables small and medium businesses to achieve a competitive advantage in the marketplace.

With a complete view of customer activity across your business, you will gain better business insight, increase the productivity of your teams, and put your business on the path to growth.


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

Want to see more?

Head over to the Sage CRM Resources Page to learn more.

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