Sage CRM
Win and retain customers for life.
Overview
Sage CRM is a customer relationship management solution that helps small and mid-sized businesses manage their customer interactions and sales processes. It is available as a cloud solution or for on-premises deployment. Its key value proposition is its out-of-the-box integration with Sage's accounting and business management solutions (like Sage 100, 300, and X3), providing a holistic view of customer financials and sales history.
✨ Key Features
- Sales Force Automation
- Marketing Automation
- Customer Service
- Integration with Sage ERP/Accounting
- On-premises or Cloud deployment
- Workflow Automation
- Mobile Access
🎯 Key Differentiators
- Seamless, out-of-the-box integration with Sage accounting and ERP products
- Choice of cloud or on-premises deployment
- Strong value proposition for the SMB market
- Focus on core sales, marketing, and service functionality
Unique Value: Provides a single, unified view of the customer by tightly integrating front-office sales and marketing with back-office Sage accounting data.
🎯 Use Cases (4)
✅ Best For
- Giving sales reps access to customer accounting information like credit limits and order history
- Automating the creation of sales orders in a Sage ERP from a CRM opportunity
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using a Sage back-office product
- Large enterprises requiring a highly scalable, cloud-native CRM
🏆 Alternatives
For a business using Sage accounting software, Sage CRM offers a level of pre-built integration and data visibility that would be costly and time-consuming to replicate with a third-party CRM.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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