Sage CRM Overview

SageCRM is a powerful, easy-to-use customer relationship management solution that integrates directly with Sage Accpac ERP right out of the box. With SageCRM, you can synchronize your sales, marketing, and customer care activities across your organization.

Designed to improve business relationships with every interaction, SageCRM uses industry-leading technology to facilitate efficient information exchange throughout your organization and with your customers. And since it integrates with other business applications through an intuitive Web services interface, your business is no longer limited by incompatible applications.

With a comprehensive list of integrated applications—including sales, marketing, customer service, and mobile solutions— sales and service teams get the tools they need to manage current customers, find new customers, close sales faster, and build lasting, more profitable relationships across all channels.

The powerful workflow engine in SageCRM automates your business processes, making your organization more effectiveand efficient. No matter how, when, or where your customers, partners, and prospects choose to interact with your organization, SageCRM offers you a comprehensive solution to successfully manage these relationships.

Download Sage CRM Brochure

Complete access to your data in real time

SageCRM gives you real-time access to all your sales and customer data, including purchases, payments, correspondence, contact history, and possible opportunities, allowing you to generate new sales and build long lasting, loyal customers.

Analyze, synchronize, and update

Accessing Sage Accpac financial and operational information is simple with SageCRM tools and reports. Create customer account documents, synchronize billing and shipping information, as well as sales, marketing and customer service activities across all points of contact.

Schedule, track, and measure

With SageCRM, organizations can assign and schedule marketing and sales activities. Then you can link and track the sales results from these various marketing campaigns, measuring performance so you can replicate your most effective marketing initiatives.

  • Easy-to-use with simple navigation
  • Available on-premise or in the cloud
  • Access anywhere, any time with rich CRM functionality across multiple mobile platforms
  • Integrates with Sage 300 ERP solutions for a complete view of your customers
  • Highly customizable and scalable solution that grows as your needs develop
  • Rapid return on investment and low total cost of ownership

Awards and Achievements

An invaluable tool for marketers, Sage CRM helps you to plan, execute, and measure the success of every marketing campaign. It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources. Marketing campaign workflows can be easily customized so they are structured for consistent execution, and for maximum reach and impact. Users can clone campaigns, allowing them to create new campaigns quickly and easily.

Sage CRM offers a range of integrated email marketing solutions which includes attention-grabbing e-marketing templates, smart-sending features, automated drip marketing campaigns and the ability to track open, click and bounce rates from within Sage CRM. Marketing analytics and reporting enable absolute accountability at all stages in the cycle, which means that return on investment can be calculated with ease and the marketing budget is optimised at all times. This information can be displayed on the interactive dashboard for ease of reference.