Sage 200 CRM

Sage 200 CRM is a Customer Relationship Management (CRM) system designed to help you manage every aspect of your customer interactions, from first contact through to purchase and post-sales.

The system provides outstanding sales, marketing and customer care functionality and has deep integration into the Financials and Commercials modules of Sage 200, delivering 'straight-through' business processes and related information.

Sage 200 CRM is easy-to-use and quick to deploy, allowing you to start building stronger relationships with your existing customers, target new customers more effectively and drive your sales revenues.

The software is flexible can be tailored to match your individual business needs and help you streamline your internal processes.

Main Features and Benefits

Sales force automation
Gain complete control of your sales pipeline, allowing you to effectively manage, forecast and report on your sales opportunities.

Marketing automation
Target the right customers, at the right time with a suitable message and put your marketing resources to their best use.

Customer service automation
Real-time access to customer data, such as call and escalation history, support cases, e-mails and documents sent and received, help your support teams to build and manage strong customer relationships.

Unifies your business
Using Sage 200 CRM and Sage 200 Financials and Commercials together will help you to analyse, manage, and synchronise accounting, sales, marketing, and customer care activities across all points of contact, giving you true business visibility.

Information management
Customer and supplier information can be centrally stored within Sage 200 CRM and where appropriate can be linked to a customer's, supplier's or third party's records.

Deep integration with 200 Financials and Commercials
You only need to enter data once! The integration of CRM with the Sage 200 financial and commercial modules enables the user to enter the data once, improving accuracy and efficiency.
One source of truth is a powerful commodity, allowing the users to see a 360 degree picture of their customer and make informed decisions which are right for the customer and your business.

Sales Force Automation
Sage CRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast, and report on all phases of the sales cycle.

With Sage CRM, you can easily manage and analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals around the world.

Using Sage CRM’s user configurable dashboard means your sales team can have all their sales information at their fingertips ensuring their buy-in. Sage CRM enables your sales team to make more sales with less effort.

Find out more about Sales Force Automation

Marketing Automation
Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects.

With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company's marketing resources to their best use. Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.

Download the Marketing Automation datasheet

Customer Service Automation
With Sage 200 CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect.

Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and more.

Sage CRM can enable you to provide better customer service which means happier customers, better retention rates and more profitable relationships