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Sage CRM - Empowering Your Business Relationships

Sage CRM is a comprehensive Customer Relationship Management (CRM) solution designed to help businesses acquire, retain, and engage customers by providing a complete view of client interactions across sales, marketing, and customer service teams.

Key Features

  • Lead and Opportunity Tracking – Manage leads seamlessly from capture to opportunity conversion using automated workflows.

  • Sales Forecasting – Generate accurate forecasts for your business with powerful sales dashboards.

  • Mobile Access – Prepare for important sales meetings by accessing customer data on the go with mobile apps for Android and iPhone.

Sales Management

  • Campaign Management – Create and manage targeted email marketing campaigns directly within Sage CRM, leveraging your customer data.

  • Performance Metrics – View key performance indicators (KPIs) to assess the success of your marketing efforts.

Marketing Automation

  • Case Management – Automate and track customer service cases for faster resolution.

  • Knowledge Base – Build an online repository of common issues and solutions to assist customer service teams.

  • Performance Monitoring – Access a suite of standard and custom reports to measure customer service team performance.

Customer Service

  • Seamless ERP Integration – Integrate with Sage 100 and Sage 300 for a complete view of customer activity across your business.

  • Enhanced Collaboration – Eliminate duplicate work tasks, empowering teams to work faster and smarter with a single solution.

Integration Capabilities

Video Game Invention

Benefits of Sage CRM

  • Increased Revenues – Sage CRM helps businesses grow revenue through improved prospecting and sales strategies.

  • Real-Time Insights – Gain better customer retention and growth through enhanced data and process-driven service design.

  • Improved Business Processes – Get company-wide insights to support smarter business decisions.

Ready to optimize your business with Sage?

Request a Free Discovery Call Today!

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