Sage CRM is trusted by hundreds of businesses around the world. They use the solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.
Overview
Used by over 14,000 small and medium-sized companies across the globe every day to accelerate sales. View your Customer or Supplier Financials, Orders, Quotes and Invoices from your Sage Accounts system directly within Sage CRM. Create Customers and Post Orders from Sage CRM directly into your accounts solution without retyping and much more…
Manage your important customer relationships
Record key details about every customer in Sage CRM. Then, you can make every interaction count and build more rewarding relationships, working with information at your fingertips, wherever you are, in one place.
Integrate with your Sage accounting solution
Improve interdepartmental communications, reduce duplication of data and of work, and make more accurate business decisions with financial information readily available.
Send and track email campaigns using Mailchimp
Create a targeted email campaign for free. Then, send your campaign to 2,000 leads and customers, and track your open and click-through rates. Use multiple channels and use your reports to make the next campaign stronger.
Use Business Accelerators for Sales
Track progress against your business’s KPIs using this suite of tools. Plus, you can help sales people become more productive and close sales faster.
Work from anywhere with Mobile CRM
Make important business decisions based on real-time reports. Access critical customer data on the road or at customer sites, and use our dedicated apps for iPhone, Android and Windows.
Deliver exceptional customer service
Provide a consistent experience to every customer. You can also improve the quality of support with a central knowledge base and increase customer retention rates.
Qnect
Qnect for Sage CRM is a real-time integration that links Sage CRM to Sage Accounts. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.
By combining Sage CRM with Sage Accounts (using Qnect) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.
Qnect features include:
- Create Sage Accounts Customer and Supplier accounts from Sage CRM
- Create Sales orders in Sage Accounts from Sage CRM
- View account information, such as status or credit limit
- Realtime views of orders and invoices from Sage Accounts
- Synchronise orders, invoices and credits into Sage CRM
- Link many Sage CRM companies to one Sage Accounts customer
- Link one Sage CRM customer to many Sage Accounts customers
- Create and view information about suppliers in Sage CRM.
Qnect integration is currently available for Sage 50 (UK Edition), Sage 200 and Sage X3.
Customised Connectors
We create many ‘connectors’, enabling our customers to join up information easily between CRM and their other operational software systems.
We use our extensive portfolio of connector frameworks, customisations and middleware applications to build connectors, which means customers invest less and get more value, with shortened delivery timescales.