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Sage CRM

Sales Force Automation


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Sales Force Automation


Sage CRM puts your business in complete control of your sales pipeline. Manage, forecast, and report on all phases of the sales cycle whilst giving your sales team the autonomy they need to effectively manage your Customer base.


  • Manage and analyse your pipeline with real time, easy-to-use dashboards.
  • Profit from a new level of control and predictabilityand plan your operations with confidence.
  • Create point-and-click reports and graphs for on-the spot analysis and decision-making.
  • Manage all key opportunity data for maximum sales productivity and effectiveness.


Leads, Opportunities, Quotes &Orders


Manage and analyse each step of the sales process, from lead generation to opportunities, quotes and orders.

  • Insert leads into your Sage CRM and nurture them through every step of the journey right through to the order being placed.
  • Merge quotes and orders to templates very quickly, ensuring the documents you send to your customers are professional and consistent.
  • The easy-to-use search facilities in Sage CRM will help you to find any lead, opportunity, quote or order that resides within your territory or team.
  • Retain the full history behind each sales action so any Sage CRM user can take over without the need for a formal handover procedure.


Interactive Dashboards


Analyse how your business is performing in real-time with the built-in interactive dashboards, or create your own dashboards to give you all of the information you need in one area.

  • Add or remove Gadgets of varying types to your dashboards such as calendars, charts, lists, and even news feeds from external websites.
  • After constructing a custom dashboard share it with other CRM users so they too can benefit from your work.
  • Access your dashboard from your mobile device so you have a real-time overview of your business, from anywhere and at any time.
  • Shortcuts to specific actions from your dashboard so you can perform most of your daily duties from one area.