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Sage CRM

Sage CRM

Grow your business with confidence and maximise sales opportunities with Sage CRM.


Make the most of every sales opportunity with Sage CRM. Simplify sales processes and gain valuable customer insights from visual dashboards and in-depth reporting capabilities.

By automating key tasks from sales forecasting to progressing leads, sales teams can focus more time on winning new customers and maximising growth opportunities. Improving collaboration between departments and essential marketing insights such as lead sources, can be used to make strategic decisions about where to place marketing spend to generate maximum interest.

Empower your teams

Business insight

Make informed strategic decisions based on reliable real-time data, helping drive your business forward.

Customer satisfaction

Understand your customers better than ever, helping you deliver exceptional customer services to improve satisfaction and retention.


Collaborate effectively between departments to improve visibility, productivity, and processes.


Win customers more effectively by utilising customer data that offers greater insights into lead sources and customer habits.

Know your business, grow your business

Unleash the power of your Sage solution with a fully integrated CRM system or individual Sales, Marketing, or service modules. Access insightful information to make more informed decisions, maximising growth opportunities.

Accelerate your business growth

Track performance, generate in-depth reports, and make informed decisions faster than ever before with Sage CRM. By utilising real-time analytics and sales forecasting capabilities, your business is placed in the best position to drive growth.

Optimise your marketing spend

Design and track email campaigns through MailChimp and Sage CRM, utilising campaign insights to constantly improve upon the one before. Use customer insights including lead sources to help you allocate budgets effectively and drive growth.

Improve your customer retention

Helping you nurture your existing customers by providing an excellent customer experience, Sage CRM makes it easier to retain customers, and use valuable data to win new ones.

Sage CRM Common Questions

What is Sage CRM?

Sage CRM is a customer relationship management (CRM) software that helps businesses manage their customer relationships, sales, marketing, and customer support processes effectively.

What are the key features of Sage CRM?

Sage CRM offers various features, including contact and lead management, opportunity management, sales forecasting, marketing automation, customer service and support, mobile access, reporting and analytics, and integration with other business systems.

Can Sage CRM be integrated with other business applications?

Yes, Sage CRM provides integration capabilities with Sage 200 Professional and other business applications such as email marketing platforms and customer support systems.

Can Sage CRM help with marketing automation?

Yes, Sage CRM integrates with leading marketing automation platforms such as MailChimp, to automate marketing campaigns, track leads, segment customers, send targeted emails and measure the effectiveness of campaigns.

Does Sage CRM provide reporting and analytics capabilities?

Yes, Sage CRM offers reporting and analytics tools that allow users to create custom reports, analyse sales and marketing data, monitor performance metrics, and gain insights into customer behaviour and trends.

Sage Industry Insights

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Sage 200 Updates & End of Life

Make sure you are running the latest version of Sage 200, every Autumn, Sage places older versions of Sage 200 into ‘extended support’, and another version reaches ‘end of life’ status.

Sage Intacct vs Xero

Cloud-based accounting solutions like Xero and Sage Intacct offer numerous benefits, but understanding their differences is key to making the best choice for your specific needs.

Sage Intacct vs Sage X3

Choosing the right financial management software can significantly impact your operations and growth. In this blog, we’ll compare Sage Intacct and Sage X3.

Interested in finding out more about Sage CRM?

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