Sage CRM for Customer Service

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Deliver Fast, Efficient Customer Service

Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means ensuring they get what they want, when they want it. From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly.

Sage CRM is designed to help you manage and resolve customer inquiries and issues efficiently and effectively because your customer service staff gains full access to every customer communication, helping them have meaningful and satisfactory interactions with your customers.

When you integrate with a Sage ERP solution, Sage CRM gives your service staff access to increased customer data for a complete view of every customer; making every customer interaction that much more effective. Integrated Sage ERP data can be displayed directly on the interactive dashboard so your staff can see a customer’s activity at a glance.

Case Management

Sage CRM provides your customer care team with the ability to record customer inquiries/incidents, which need to be followed up. If a case is not followed up within the time allocated, it will automatically trigger an escalation procedure to inform your customer service manager.

Knowledge Base

Sage CRM provides central knowledge base capabilities for technical solutions to known issues or questions. This provides agents with easy and immediate access to a central bank of information and keeps accurate records of contacts with customers via case tracking and communication logs.


  • Manage your customer accounts with insight and collaboration

  • Respond to customer cases quickly

  • Reduce response times to customer service requests

  • Enable agents to quickly and accurately find the right answer the first time

  • Increase customer satisfaction measurements and benchmarking

  • Increase productivity of customer support representatives

  • Provide self-service facility to customers around common issues

  • Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the email

  • Monitors service performance against service level agreements

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