Sage CRM


Sage CRM System

Sage CRM unifies all aspects of customer interaction, regardless of customer-facing function (sales, marketing or customer service) or channel (branch, call centre, online, field-based), to support deeper customer insight, improve relationship lifecycle management and enhance service delivery.
Sage CRM is provided against a backdrop of over 6.1 million SMB deployments of Sage business applications globally, and has been specifically designed to address the customer process requirements of fast-growing small and mid-sized companies.

Competitive Differentiators

Easy to deploy, maintain and use

Sage CRM offers customers a rapid route to success and value through its focus on ease-of-use, ease-of-deployment, ease-of-customisation, ease-of-integration and ease of access anytime, anywhere.
Sage CRM is “Integration Ready” and can facilitate rapid, cost-effective and high performing front-to-back-office integration with other 3rd-party business applications through MS Visual Studio.NET, XML, and ODBC technologies.

Fully web-based

Sage CRM provides a fully web-based feature-set out-of-the-box providing your users with a rich, deep and seamless user experience regardless of their location or access scenario.

Addresses horizontal and vertical needs

Sage CRM offers broad and deep out-of-the-box functionality to address organizations’ horizontal business process requirements across sales force automation, marketing automation and customer service. Additionally, vertical customer requirements are addressed through the Sage CRM development partner network. This global partner channel provides a range of solutions, based on the Sage CRM platform that addresses industry-specific requirements across vertical markets.

Product Features and Functionality

Sage CRM provides your organization with the features and functionality that you require to find new customers, decrease the length of sales cycles, and build lasting, more profitable relationships across all channels. Regardless of how, when or where customers, partners, and prospects choose to interact with your business, Sage CRM provides a decisive competitive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.

Sales Force Automation

Sage CRM empowers sales staff to sell more effectively. Easy-to-use, Sage CRM provides sales users with instant access to calendars, accounts, reports, pipelines, contacts and call lists. All sales information is stored, tracked and reported, providing your organization with meaningful and up-to-date information on the performance of the sales team.

  • Interactive Dashboard
  • Calendar Management
  • Bi-directional Outlook Integration
  • Management of Key Opportunities and Leads
  • Sales Forecasting and Reporting
  • Account and Activity Management
  • Client Awareness
  • Reporting and Data Visualization
  • Quotes and Order Entry
  • Territory Management
  • Escalation and Notification Alerts
  • Pipeline Management
  • Document Sharing
  • My CRM and Team CRM
  • Workflow
  • Anytime Anywhere Workforce

SageCRM is an easy-to-use, fast-to-deploy on-site CRM solution with out-of-the-box but configurable business processes. It provides enterprise-wide access to vital customer information—anytime, anywhere—so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.


Improve sales performance with sales automation tools that help sales professionals find and retrieve vital information quickly and easily. SageCRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyze and manage the sales pipeline from within the CRM solution.


Manage and track every element of your campaigns with SageCRM. View activities, objectives, leads generated, and lead follow-up, and drill down to specific activities within a campaign. This user-friendly CRM solution provides you an in-depth view of your campaigns and enables you to eliminate the guesswork and put your company’s marketing resources to their best use.

Customer Care

Resolve customer issues efficiently by providing customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, e-mail, and documents sent and received.

Mobile Solutions

The benefits of real-time access to your CRM solution are numerous and can have a positive impact on your business performance and profits. Placing customer information at the fingertips of mobile professionals ensures they always have the most up-to-date information.

Application Integration

The benefits of real-time access to your CRM solution are numerous and can have a positive impact on your business performance and profits. Placing customer information at the fingertips of mobile professionals ensures they always have the most up-to-date information.

Productivity Tools

To optimize the rich sales automation functionality and marketing and service features, SageCRM has sophisticated configuration capabilities, automated process workflow, as well as computer telephony integration (CTI), Web Self Service, and more.

Outlook Integration

Microsoft Outlook runs within the framework of your SageCRM solution and has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to full-featured e-mail integration.