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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 your cross-selling and up-selling opportunities. With access to sales pipelines, calendars, sales reports, contacts, and much more, your salespeople are freed up to focus all their efforts on selling.

The automated workflow and sales pipeline management tools in Sage CRM will enable sales opportunities to be progressed quickly and efficiently.  While prospect and customer information is effectively shared and accessed by anyone in your company who needs it.

Sage CRM helps provide an end-to-end view of every opportunity using only one, easy-to-use screen.  Sage CRM ensures your whole team has a complete picture of what is happening with every prospect and customer. This helps to simplify forecasting and strengthens sales pipeline management.

When you choose to also integrate Sage CRM with a Sage ERP solution, your salespeople get a full view to 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 sales force 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.


Download the free eBook “Tips for effective Selling” to learn more about how Sage CRM can reduce the length of your sales cycles.

Make the most of every sales opportunity

Sage CRM provides:

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 ordersfrom within Sage CRM
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
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
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
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

Ready to drive more sales and do it profitably? Then contact us!

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