Acquiring and retaining customers is essential for business success, and great customer service is the driving force that differentiates one business from another. With Sage CRM, you can unlock the full revenue potential of your current customers and drive sales opportunities with prospects.

Sage CRM is an easy-to-use, web-based customer relationship management (CRM) software solution that manages every aspect of your customer interaction and provides powerful insight into the performance of your business and staff. Sage CRM is well-suited for distribution and service-based companies, or businesses in any industry dealing with customer and vendor relationships.

Flexible deployment options allow Sage CRM to be implemented on premise or as a hosted solution at In either deployment, you can allow both internal and remote / external users to access the system using an Internet browser and portable device … anywhere, anytime.


Sage CRM provides sales teams with information to effectively manage, forecast and report on all phases of the sales cycle. Track leads from first contact to final sale, managing the sales process with a built-in workflow that ensures no opportunities fall through the cracks.


Improve marketing campaign management with tools that can create segmented lists, track activities and identify which campaigns are most effective to help ensure you send the right message to the right audience.

Customer service

Maximize every customer interaction and experience by having access to critical information to build and support long-term customer satisfaction and loyalty. Sage CRM provides tools to help your customer service specialists capture customer feedback, decrease the number of customer complaints and improve response times.

Improve business processes

Boost productivity throughout your organization with tools such as calendaring, daily task management, alerts and email management. Automated workflow and escalation management features ensure the right tasks are directed to those best qualified to get the job done, making the entire staff more productive. Sage CRM also acts as a central repository of information, getting everyone in your organization on the same page and reducing redundant work.

CRM integration with accounting software

Our Technology Solutions Group has the accounting and technology expertise to fully integrate the customer relationship database with your back office accounting software (such as Sage 300 or Sage 100), providing a 360 degree view of your customers. With this integration, your financial team can have real time access to critical information, such as past due accounts and credit limits or enable your sales professionals to access customers’ accounts receivable information, quotes and even have the ability to enter orders into the back office for approval. Sage CRM offers the flexibility to meet your unique business needs.

Sage 300 users, don’t wait to put the power of Sage CRM to work for you. You already have it in-house! Included in Sage 300 is a comprehensive CRM application to help you build more lasting and profitable relationships with your customers and save your company time and money.