Speak to an Independent Software Expert Now
(800) 827-1151 8am-5pm (ET)

Sage CRM

A customer relationship management system designed by Sage.
Questions about Sage CRM? Call (800) 827-1151 and talk to a software expert now.

Over 12,000 small and medium-sized organizations in 70 countries use Sage CRM every day to manage critical sales, marketing and customer service activities, helping them to find new customers, close sales faster, and build lasting, profitable relationships.

Sage CRM is optimized specifically for small and medium businesses. Easy-to-use and quick to deploy in the cloud or on-premises, Sage CRM delivers a rapid return on investment so you see a positive impact on your business. Plus, Sage CRM can be easily adopted by your organization to fit the way you work, saving you time and money, both now and in the future.

Sage CRM Professional (Cloud)

Sage CRM Professional (Cloud) Sage CRM Cloud is a Customer Relationship Management (CRM) solution that provides a complete view of customer interactions across your teams so they can collaborate and respond to inquiries and sales opportunities quickly. Your data is stored on a highly secure partner web platform without the need to maintain your IT infrastructure in-house.

Sage CRM Professional is ideal for you if:

  • You want to get up and running immediately
  • You need some, but not full, customization capabilities
  • You have limited to no in-house IT skills or expertise
  • You don’t want to manage servers, databases or backups

Sage CRM On-Premises

A fully featured solution, Sage CRM (On-Premises) automates marketing, sales and customer service operations and can be easily customized to meet your unique business requirements.

Sage CRM On-Premises is the ideal choice for you if:

  • You need advanced customization and integration capabilities
  • You desire a lower total cost of ownership
  • You have IT resources in-house to manage your CRM solution
  • You want to control your data on your own site

Budgeting, Planning, & Forecasting

Graphical Analysis and Reporting Forecast, Report and React… Intelligently

Sage CRM provides point-and-click reporting and graphs that allow sales teams access to data for on-the-spot analysis and evaluation. With Sage CRM you’ll always have the real time information you need. Start by assessing new leads, quoted clients, demographics and potential deals in the pipeline, then analyze your sales efforts and use that knowledge to refine your strategy.

For example, graphical forecasting allows you to filter and report data by account manager, region, opportunity, probability, any way you choose to do so. Use system default reports or easily create new reports with a reporting wizard that walks you through the process prompting you to select the data you would like to see and where you would like to see it.

Sage CRM lets you analyze trends and evaluate historical data to see what’s working and adjust what is not.

CRM/Marketing Automation

In an era where your competition is just a mouse-click away, marketing teams face new challenges. Consumers have unlimited choices about with whom, how and when they will do business. The biggest challenge is far greater than finding new customers it’s also about understanding customers and retaining them, learning from past mistakes and bringing customers back.

Campaign Management

Sage CRM provides the tools to manage all the components of your marketing campaigns and helps you make better decisions about what your customers want and what they respond to. Assign, schedule and track marketing activities within a campaign-and view every detail of each campaign at a glance. Sage CRM allows marketing teams to target unlimited analysis driven demographics with customer-specific direct marketing campaigns. Sage CRM provides the tools for marketing teams to easily create new target lists from selected criteria, re-use successful campaign lists or import mail-house lists.

The integrated mail-merge function allows you to merge documents with target-customer lists. Once these lists are created, Sage CRM Marketing automatically creates a record in the customer account, attaching the marketing piece to the account and document library for telemarketers and support representatives to access. Launch a campaign and capture prospect responses-providing a view of what you potential customers respond to and what they want.

Or, if you are marketing to your current customers, simply track the date and call-to-action to which they’re responding. Campaign responses are rolled into a management view for analysis through reporting and graphing capabilities. Building lasting-and more profitable-customer relationships means identifying, executing and replicating effective marketing initiatives across all of your company’s sales channels.

Customer Care

Contact Management

Sage CRM provides real-time access to relevant customer data including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, and sales opportunities. Sage CRM Care makes the most of your interactions with customers. To deliver service beyond your customers’ expectations and exceed your customer support performance goals, service professionals must have the most up-to-date and complete customer data at their fingertips.

Data that helps them effectively resolve service issues-and create sales, cross-sell or up-sell products. After all, customers interact with your support team more frequently than with anyone else in your company.
Sage CRM Care enables your organization to build solid relationships with customers.

Document Library

Sage CRM Document Library provides a central repository for files from thank you letters to e-mail direct-marketing campaigns. Documents are contained in a central location giving an enterprise-wide reference site to materials sent to, and received from customers. Sage CRM allows you to store white-papers, FAQs’, marketing materials, technical documents, quotes, pricing-whatever it is the team needs-in the Document Library for immediate access to support resources.

Send addressed invitations, thank you notes and letters to one or multiple contacts through the mail-merge feature. The Drag-and-Drop feature allows you to drop documents from anywhere in your Windows system directly into a client’s record, automatically logging a communication with a customer and placing the document in the library were it is accessible across your enterprise.

Time Management

Sage CRM Care provides an interactive calendar, which integrates with Microsoft Outlook, synchronizing tasks, appointments, cases and calls for all users. Users can pre-set onscreen reminder notifications, which alert them of pending tasks. Filter and sort options allow users to manipulate onscreen data to the individual’s preferences.

Sage CRM gives your staff the ability to resolve customers’ calls immediately, escalate and prioritize issues and reduce the amount of time to resolve each call, all of this increasing customer loyalty and confidence. Through the user-friendly interface, recent history buttons, call and e-mail interaction logs, and hypertext search capabilities, Sage CRM keeps critical information at your fingertips - helping customer-support professionals find what they need, when they need it.

Project Management

Account and Activity Management

Sage CRM provides the tools to manage and analyze all current and historical account details and activities. With Sage CRM you can easily manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world. Sophisticated workflow provides automated sales processes to guide sales people through proven selling methods. Automate your business processes to automatically trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and more. By analyzing the information available, you can recruit new clients and resell to existing ones.

Sales Cycle Management

Sage CRM Sales provides a snapshot of the sales cycle from first prospect to final sale and every step in between, allowing sales teams to analyze and manage the sales pipeline. You can assign a probability of closing the sale at each stage of your business sales cycle including prospecting, lead qualification, demonstrations, quotes and the sale.

By defining each stage, sales staff and management are provided with real-time rolling forecasts and pipeline Analysis. Detailed reporting can be performed to assure time and energy is spent on the deals most likely to close. Sage CRM allows you to automate the escalation and reassignment of communications and tasks at any stage of the process, assuring your clients’ needs are being addressed by the appropriate employee.

Can your current system determine that a deal has a 70 percent probability of closing and immediately reassign that deal to your ‘closer’?

By providing detailed information at every stage of the sales cycle, Sage CRM guarantees the right people get the right information, right away.

Sales Force Automation

Who, what, when, where and why do people purchase your companies goods and services? Discovering the answers to these questions sets companies apart and gives them an edge in markets crowded with aggressive new competition. To succeed in this environment your organization must have complete control of sales processes and make the best use of sales resources.

Sage CRM Sales provides a solution for management, forecasting and reporting throughout all phases of the sales cycle. Using leading-edge technology sales teams and partner channels access critical real-time sales information anytime, from anywhere.

Reviews of Sage CRM

No reviews have been submitted. Do you use Sage CRM? , and help other organizations like yours make smarter, more informed software selection decisions!