Sage Packages

Sage CRM

With two products to choose from, Sage CRM is suitable for most businesses that require sophisticated customer relationship management designed to manage every aspect of the customer lifecycle – from first contact through to purchase and post sales customer care.

Sage CRM Standard is a powerful CRM tool that is highly customisable with strong workflow and business rules capabilities. A web based interface makes Sage CRM very simple to understand and use, and can be easily tailored to support business terminology and processes. Suitable for medium sized businesses it is scalable from 5 to 500+ users, and can be deployed as a single solution across multiple departments and countries (multilingual and multicurrency)

Sage CRM Advanced is a step up from the Standard Edition, with added Customer Services and Marketing features to provide a truly end-to-end solution for businesses that demand more from CRM

Usability, Access, Add-ons & Integration

Sage CRM delivers extensive contact, customer relationship and business management functionality all within a web browser! Its internet style architecture and relational database structure allows a superior level of customisation straight out-of-the-box , with unrivalled integration capabilities when compared to other CRM tools at a similar or even higher price tag.

  • Ease of use is consistent throughout the Sage CRM screens, with multiple ways to access it:
    • at the office using a web browser
    • on the road with offline synchronisation ability
    • at home using the web browser
    • on the go using the web browser wireless portals
  • Highly configurable out-of-the-box means you can create a comprehensive business system that looks and behaves as if it was designed just for your company
  • Advanced customisation ability for enhancing and modifying the way Sage CRM works, allowing for additional modules to be added in a seamless way into the system
  • Quick to deploy and implement with low technical impact
  • Powerful customer access portal for sharing information securely enabling a seamless way to promote events and offers
  • Tight integration with Microsoft Office and Outlook
  • Multi-lingual and multicurrency support for global operations
  • Phone integration with TAPI
  • Integrates with Sage 50 and Sage 200 finance packages
  • Extensive availability of add-ons from the Sage Additions catalogue
  • Integration with KnowledgeSync for alert management and database workflow automation
  • Flexible tools for industry standard integration enabling sharing of information between multiple software applications in a seamless way e.g. accounting, project management, ERP and other back-office systems.

More information - see the Sage CRM resources document library for up to date Sage product literature.

Key Facts

For detailed information and comparisons on Sage solutions see the CRM at a glance section of our website.

  • 1 – 500+ Users, with multiple locations, sales teams and user groups
  • Fully featured, award winning CRM solution with a very high standard of contact management, sales pipeline management, customer service and marketing tools
  • The solution is highly customisable out-of-the-box, with workflow and rules based on business logic – it can be deployed specific to your own requirements.
  • Open in architecture which means it can be customised, developed and integrated with other systems to support specific business functions; such integration with accounting
  • Ease of technical implementation - implementing a web based solution requires just a single installation offering a centralised solution, whether for 1 or 500+ users
  • Can be managed and administered internally with basic technical knowledge needed, keeping support and on-going cost of ownership to a minimum
  • Can be offered as a hosted CRM solution (see our Hosting page for more information)