Sage CRM Manage Customer Activity

What is CRM?

what is CRM

customer relationship management

What is CRM Software?

CRM stands for Customer Relationship Management. It’s a way of managing interactions with prospects, leads and customers as they move through your sales cycle. CRM software helps you improve customer relationships with tools to manage all communications across sales, marketing, and customer service.  It's fully integrated with other Sage Software solutions.  

Track sales opportunities from lead to close with:

  • Powerful out of the box sales reports – make more informed business decisions faster.
  • Accurate forecasts and opportunity management – see what stage sales deals are at in your pipeline.
  • Sales opportunity tracking – progress leads, convert them to opportunities and allocate them to the right reps or teams.
  • Sales dashboards – give sales executives and managers the information they need to see sales performances in real-time.
  • Business Accelerators for Sales – track KPIs, help sales people become more productive and close sales faster.


Run your next marketing campaign with Sage CRM:

  • Manage marketing campaigns across multiple channels
  • Track new leads and sales opportunities
  • Use powerful reports and email marketing analytics to improve you next campaign
  • Build campaign lists and send your messages to the right people at the right time

Service and support your customers with:

  • Support tickets and customer case management features
  • Tools to build a knowledgebase of common customer issues for faster resolution
  • Detailed reports and analytics track service open issues, service response time, and more

With built-in mobility, Sage CRM goes wherever you go:

  • Works on all major mobile devices and platforms including iPhone, Android, and Windows 8
  • Stay productive in the office or on the road
  • Access customer contact information, open orders, and quotes on your mobile phone
  • Process new quotes and orders while onsite with a customer


 The Benefits of Integrated CRM and ERP

Download this free eBook that provides practical examples of how real-world businesses are leveraging the power of integrated CRM and ERP.

You’ll learn:

  • The 5 key areas that benefit most from integration
  • What happens when businesses rely on disconnected systems and spreadsheets
  • Why Sage ERP customers are prioritizing integrated CRM as a key initiative

our preferred solutions include:

Sage CRMMS Dynamics logo-1SugarCRM logo-1Greytrix logoSalesforce logo-1

steering-wheelKick the Tires – Take Sage CRM for a Test Drive

Just leave your name below and we’ll follow up to get you started with both a guided tour and hands-on test drive of Sage CRM.

Latest Insights

Read our CRM blog posts

Sage CRM 2023: What to note in the New Release

Sofia Pascuzzo May 9, 2023

Sage CRM 2023 Release 1 is now available. Let’s take a look at what’s new and noteworthy in the newest version. Easier File Editing You no longer need to install a plugin to view and edit a file attac...

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What's New in Sage CRM 2022 Release 1

Lindsey Palladino April 19, 2022

The latest Sage CRM 2022 R1 is now available for download. Take a look at some of the key new features in this latest version. Mass Delete of Communications As with almost any software application, as...

Sage CRM What's New

What's New in Sage CRM 2021 R2

Walt Goodfield September 24, 2021

Sage CRM 2021 R2 is now available. Let's take a look at some of the new features and enhanced capabilities added in this latest software release. More Customizable Pipeline Reports Reporting pipelines...

Sage CRM What's New