Sage CRM

Sage CRM enhances your customer’ experience by managing a number of things the customer may never see. Improved business processes, closer management of new and existing relationships, increased revenues and decreased inefficiencies are delivered through Sage CRM. Clear, timely and reliable insight into many aspects of sales, marketing and customer service enable important decisions to be acted upon appropriately.



Sage CRM provides the sales team with the ability from a mobile device regardless of where they are located. Ensuring access to current, accurate and critical customer information drives efficiency and increased sales.

  • Accurate quotes and orders created quickly
  • Easy team collaboration
  • Decisions made on acurrate, real-time information not guesswork
  • Clear views of leads, opportunities, tasks and activities empowering the team and boosting productivity
  • Enables performance monitoring improving consistency across the sales organisation
  • Cross and up-selling opportunities maximised
  • Access to information on variety of platforms and devices
  • Integration with back-office financial systems
  • Sales Administration time reduced increasing time selling
  • Teams can work effectively regardless of their location


Invaluable for marketers, Sage CRM assists in planning, executing and measuring the success of every marketing campaign. Delivering the right message to the right people at the right time.

    Dynamic marketing campaings that deliver real returns easily created, tracked and managed
  • Each marketing activity and budget can be planned and tracked
  • Highly targeted customer communications improve response rates
  • Accurate budget management with real-time performance analysis
  • Powerful and fully customisable marketing workflow
  • Sage E-Marketing included
  • Customer communications and interactions maximised through social media channels
  • Cross Browser and mobile device access
  • Social CRM Solutions


Sage CRM’s customer service capabilities are designed to help you manage and resolve your customer queries and issues efficiently and effectively


Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means ensuring they get what they want, when they want it. From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly.

Sage CRM gives you the tools you need to provide high quality customer care and maintain satisfied customers, and helps you to make every customer interaction informative, effective, and profitable.



The emergence of social media channels such as Twitter and LinkedIn has changed the way that companies interact and engage with people Sage CRM adds control to this

Sage CRM integrates with key social media applications to enable users to engage with prospects and customers in a collaborative manner in order to generate leads, foster loyalty, build customer retention and increase revenue. Out-of-the-box integration with LinkedIn® enables users to tap into the endless possibilities of social networking for instant knowledge about customers and prospects. Sage CRM for Twitter enables companies to manage their communications with prospects and customers directly from within Sage CRM.



E-marketing (or email marketing) is one of the most popular marketing communications methods favoured by companies today and Sage CRM embraces this

Sage E-marketing for Sage CRM gives users the opportunity to gain new customers and get closer to existing customers without ever having to leave Sage CRM. Read this datasheet to find out how you can easily execute high-quality, targeted e-marketing campaigns to generate leads. Users can benefit from a simple 3-step wizard to easily create new e-marketing campaigns and a choice of over 90 templates to get started immediately.



The fast paced world of call centres is managed with Sage CRM with the inclusion of TK Dialogs optimising performance and reducing costs.


TKDialogs is a Call Scripting tool for use with CRM. It provides end users (web or internal) with easy to follow scripts, which lead the users step-by-step through a defined process. TKDialogs is an easy to use, easy to develop Sage CRM add-on that brings true contact centre functionality to Sage CRM and will help Sage partners extend CRM usage for existing clients and win new business in the customer service market. Incorporating a graphical development tool TKDialogs will help users and partners to respond to the rapidly changing requirements of today’s customer service world. Proven to reduce costs, improve performance and deliver an overall better call centre experience.

Sage CRM Sales ManagementSage CRM Marketing AutomationSage CRM Customer Service
Sage CRM Social MediaSage CRM E-MarketingSage CRM Product BrochureSage CRM Team Knowledge Datasheet
E-marketing for Sage CRMTeam Knowledge for Sage CRM
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