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Mobile Sage CRM

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FREE migration from Sage CRM to Dynamics 365 Sales CRM

  • Take your CRM online and keep your Sage ERP Integration
  • Save money on maintenance, servers, and upgrades by moving to the cloud
  • Seamless integration with other Microsoft apps
  • We set up your system and train your team
See the full costs & benefits

Offer good through 2022. Purchase of OnTrack membership and D365 Licenses for 12 Months required. ERP integration requires GUMU licenses.

Work how you want to work!

Mobile working is changing the face of modern business. Are you ready?  According to Gartner, by 2016 two-thirds of the workforce will own a smartphone, and 40 percent of the workforce will be mobile. Change is a challenge for every business but with mobile CRM, you can work from anywhere, today.

Now you can take Sage CRM with you, wherever you go.  You can get as much done outside the office, as you do inside the office, by using Sage CRM on your mobile or tablet device.  Your sales teams can access important customer information in Sage CRM even when out of coverage with our native iPhone, Android and Windows 8 apps.  Alternatively, you can log into Sage CRM using your mobile device or tablet. Whatever your preference, our mobile CRM solution gives you and your team the ability to:

  • Make important business decisions based on real-time reports
  • Access critical customer data on the road or at customer sites
  • Accomplish more on any device, regardless of your location

https://www.youtube.com/watch?v=McaDAcOb7Fc

Learn how to be more productive outside the office

Mobile Sage CRM will make you more productive

Whether you’re using an Android, Windows or Apple mobile device, Sage CRM Mobile provides you with an optimized mobile theme.

You can do all this on your tablet or smartphone:

  • Schedule and manage important account activities
  • View the communications history between your business and your customers
  • Update customer information from anywhere
Sage CRM for iPhone is a powerful native app that provides real-time access to your data even when you don’t have cellular or wireless coverage. Sage CRM for iPhone enables businesses like yours to:

  • Access key opportunities, appointments and tasks
  • Map appointments
  • Track key customer communications

Read about Sage CRM for iPhone  

Sage CRM Sales Tracker for Windows 8 gives sales people on the road access to sales and contact data on Windows 8 tablet devices.  Sage CRM Sales Tracker enables businesses like yours to:

  • Build a watch list of opportunities in your pipeline
  • View sales opportunities on presentable charts
  • Create a watch list of company and person records

Read about Sage CRM Sales Tracker for Windows 8  

Sage CRM for Android is our new mobile app for business, marketing and sales professionals who work outside of the office.  Using Sage CRM for Android you can:

  • Add meetings or tasks through our Android app
  • Import a contact as a lead or person into Sage CRM
  • Create custom fields that appear in Sage CRM for Android
LET'S TALK!