Sage CRM

Sage CRM

Sage CRM is a user-friendly customer relationship management (CRM) software designed to help businesses manage customer relationships effectively. It centralizes customer data, including contact information, interactions, and purchase history, in one place, enabling businesses to provide personalized support and improve customer satisfaction.

Two of our favorite things about Sage CRM:

  • Low-cost CRM: Sage CRM offers its entire platform (sales, marketing, and service) under a single license. No modular pricing. Additionally, the way we implement Sage CRM creates a fixed-price point of entry that allows your team to get up and running with CRM quickly.
  • Sage ERP Integration: Sage ERP solutions tend to have a natural path of integration with Sage CRM. Certain ERP solutions require a paid product (i.e., Sage 50, Sage X3, and Sage Intacct), but others offer a free and paid option to integrating (i.e., Sage 100 and Sage 300). Regardless of what your Sage ERP system is, there's a way of integrating it to Sage CRM.

With its ability to integrate with Sage ERP systems, businesses achieve a holistic view of their customers and operations. Sales teams can identify cross-selling or upselling opportunities based on ERP data, while customer service representatives can quickly address customer inquiries related to orders or billing.

Sage CRM is a truly powerful starting place for any company that's looking to get into a CRM. Below is a video provided by Sage CRM team members that provide a highlight of the latest version (2023 R1).

We are also working on including some of videos we've produced that will give you a better idea of how the system looks and feels, and how we prefer to implement Sage CRM to maximize the potential for success with CRM in your organization.

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