Sage CRM, a standard module for all Sage 200 on premise users is ideal for businesses looking for a complete view and integration of their financial, operational, sales and marketing behaviours.
This Customer Relationship Management tool delivers a 360 degree view of a businesses relationship with its customers and clients, providing detailed contact information, history and opportunities instantly.
Sage 200 - CRM Features
Quick look views - Show previous customer communications your business has had with customers as well as current orders, credit limits and latest account updates.
Manage marketing campaigns - Integrate your marketing platform, design and send mailshots and follow up with sales call lists.
Limitless records - Store details of a limitless number of customers - Sage CRM is scalable to your business size and future growth.
Downloadable reports - Reports can be downloaded into Excel or PDF formats to suit your business need.
Accessibility - CRM is accessible via a web browser, thus can be accessed from anywhere at any time.
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