Sage CRM for Your Sales Team

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Make the Most of Every Sales Opportunity

Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling opportunities. With instant access to pipelines, calendars, sales reports, contacts, and much more, your salespeople are freed up to focus all their efforts on selling.

Automated workow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone who needs it. Providing an end-to-end view of every opportunity from within a single, easy-to-use screen, Sage CRM ensures your team has full visibility of what is happening with every prospect and customer. This helps simplify forecasting and strengthens pipeline management.

When you choose to also integrate Sage CRM with a Sage ERP solution, your salespeople get a full view of the customer information they need, when they need it. For example, they can access the current pricing, inventory, and customer status information they need, all through Sage CRM. With Sage CRM automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyze and manage deals at every stage.

The Interactive Dashboard

Sales teams work more efficiently, thanks to the interactive dashboard. This is an intuitive and customizable workspace from which they can manage all their daily tasks and activities for maximum productivity. A preinstalled sales dashboard is available out of the box, or users can customize their own dashboard or team dashboard with content that is relevant to them and their role.


  • Maximize the value of each and every sales opportunity in your pipeline.

  • Create accurate quotes and orders in a couple of clicks.

  • Manage collaboration and team selling across your department with ease.

  • Eliminate guesswork; make decisions based on accurate, real-time information.

  • Empower your team and boost productivity with a single view of leads, opportunities, tasks, and activities.

  • Improve consistency across the sales organization with access to sales performance reports.

  • Maximize cross- and upsell opportunities.

  • Leverage financial information from your Sage ERP solution.

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