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Sage CRM What Sage CRM can do for you

Close sales faster with Sage CRM

It's no secret that today's businesses want to reduce the length of their sales cycles.

Sage CRM provides you and your sales team with detailed account and pipeline information, and helps you manage every aspect of the sales process from initial lead through to close.

With Sage CRM, you can accelerate the performance of your sales teams and because Sage CRM is affordable, you can generate a return on your investment faster.

A sales dashboard
Sales dashboard

Business Accelerators

This powerful suite of features helps sales executives and managers become more productive, gain greater insight and close sales faster.

  • View data from across your company on Management dashboards
  • Evaluate the performance of your business with Sales KPIs for Managers
  • Measure your company's progress using Sales Metrics for Managers
  • Save time by generating quick quotes and orders from within Sage CRM

Opportunity management

You can manage your sales opportunities from first contact to final closure.

  • Manage leads seamlessly from capture to opportunity conversion using workflow
  • Ensure the most qualified sales representatives handle your opportunities
  • Close sales faster using our Quick Sale Workflow


With powerful reports and sales graphs, you have immediate access to business data for analysis and for making decisions.

  • Choose from a comprehensive selection of reports
  • Create reports using our intuitive reporting tools
  • View/access a snapshot of sales opportunities anytime via our Sales Funnel

Territory management

With Sage CRM, you can easily manage opportunities across teams in different regions or territories.

  • Create new teams and re-assign leads in minutes
  • View campaign response rates and associated sales revenue by region
  • Gain deeper insight into the performance of sales campaigns by territory

Interactive Dashboard

Save time by accessing all the information you need as a sales professional from one intuitive workspace.

  • Monitor opportunities and pipelines on two pre-installed Sales Dashboards
  • Manage your call lists, calendar and appointments
  • View your key accounts

Quotes and orders

You can become more efficient by providing sales quotes along with up-to-date product and pricing information.

  • Create accurate quotes and orders
  • Automatically generate sales proposals using predefined templates
  • Access business data stored in Sage ERP


Sage CRM gives you real-time, accurate forecasts so you can see where your sales forecasts stand at any moment in time.

  • Consolidate forecasting information quickly and easily across teams
  • Export forecast information to Excel for further analysis
  • Monitor the progress of deals and use this information to improve future sales performance