Sage Crm Features

Track, understand, and respond appropriately to your customers’ and prospects’ requests

Sage CRM Sales

Empower sales teams to sell more effectively by giving them access to pipelines, contacts, pricing, and inventory -- all within a central dashboard. With Sage CRM Sales, your whole team will see where your prospects are within the sales funnel, allowing them to close deals faster.

Sage CRM Sales allows you to:

  • Manage and analyze your pipelines with real-time, easy-to-use dashboards
  • Create detailed reports and graphs to make informed decisions
  • Evaluate the performance of your staff with sales KPIs
  • Generate professional quotes and order forms
  • Access real-time, accurate sales forecasts to determine your next move
  • Sage CRM Marketing

    Deliver highly targeted marketing campaigns based on customer information drawn from across your business. You can also track the source of leads and assess opportunities to focus on prospects that are more likely to purchase, increasing ROI and getting the most out of your marketing dollars.

    Sage CRM Marketing allows you to:

  • Track marketing campaign in real-time to support your follow-up actions
  • Create your own marketing emails using the intuitive online template builder
  • Schedule and track marketing activities and history
  • Import contact lists for your marketing campaigns
  • Record statistics in your CRM such as opens, clicks and unsubscribes
  • Sage CRM Customer Service

    Manage and resolve customer inquiries efficiently, by giving your teams access to real-time customer information. All cases can be managed directly from a centralized dashboard, which means your staff becomes more productive since they don’t have to switch between screens.

    Sage CRM Customer Service allows you to:

  • Respond to customer cases quickly and efficiently
  • Understand the unique requirements of your customers
  • Automate and manage cases through standard or customized workflows
  • Manage and analyze your teams’ case volumes and resolution times
  • Record all of the important information you need for future review
  • Sage CRM Mobile

    Sage CRM Mobile equips your teams with the tools they need to quickly search and update contacts, opportunities, leads, as well as view reports on the go. Available on iPhones, iPads, Android and Windows mobile devices, Sage CRM Mobile enables your field staff to work more efficiently by delivering all the information they need at their fingertips.

    Sage CRM Mobile allows you to:

  • Access customer data on the road
  • Review contacts, leads, and cases regardless of your location
  • Schedule appointments and update account information from your mobile device
  • Make important business decisions based on real-time reports
  • Customize mobile screens, lists, and tabs to suit your team’s requirements
  • Sage CRM Social Media

    Sage integrates with key social media platforms including Facebook, Twitter, and LinkedIn, providing new ways to connect and interact with clients without having to switch between applications. This enables your team to generate leads, build customer rapport, and increase revenue.

    Sage CRM Social Media allows you to:

  • Provide better service by monitoring what customers are saying online
  • Build relationships with existing and potential clients
  • Target your prospects and prepare for sales calls
  • Generate leads by searching for prospects on social media platforms
  • Participate in online conversations that affect your brand
  • Contact us to learn more about Sage CRM







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