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Sage CRM (Customer Relationship Management) will help you manage customer relationships and sales & marketing easily and intuitively.


Sage CRM comes as standard with Sage 200cloud Extra and can be linked with Sage 50cloud using a connector. The Sage 50cloud connector allows real time integration with your Accounts package. CRM gives your sales and marketing teams’ access to complete customer information allowing them to accurately identify and target new prospects, and take better care of existing customers.

Manage Your Customers

Give everyone in your business access to customer information, including financial, commercial and communications

Quickly and effectively respond to customer enquiries and ensure nothing gets lost or goes amiss

With a central knowledge bank, your customer service team can quickly find answers to known issues or questions

Monitor customer service performance with detailed reports which show call volumes, case resolution times, communications and follow up statistics

Use dashboards that display a range of KPIs, charts, reports and leader boards for better insight into sales management

Use customer and prospect profiling tools to retain customers, cross sell and up-sell

Manage Your Sales & Marketing

Allow marketing teams to plan, execute and audit highly targeted campaigns which result in improved lead quality

Direct leads to the sales people best qualified to win the deal based on their skills and knowledge or territory

Integrate with MailChimp to create e-marketing campaigns

Make sure opportunities are quickly dealt with using automated workflow and pipeline management tools

Mobile CRM allows sales reps out on the road the ability to access customer data, tasks and appointments remotely

Get the right message to the right people at the right team with a clearer understanding of your customers’ needs resulting in higher conversion rates