Sage Integrated CRM

  • Connect every part of your business by integrating with your Sage accounting solution
  • Send and track email campaigns with Sage Integrated CRM and MailChimp
  • Customise Sage CRM to suit the needs of your business


For all of your customer relationship management needs, Sage CRM software helps you manage your entire contact base in one single place, track your leads to point of sale, and make informed business decisions based on accurate information.

Get end-to-end visibility to help build better customer relationships, with features that include:

Manage your important customer relationships

Record key details about every customers. Then, you can make every interaction count and build more rewarding relationships.

Send and track email campaigns using MailChimp

Create a targeted email campaign for free. Then, send your campaign to 2,000 leads and customers, and track your open and click-through rates.

Work from anywhere with Mobile CRM

Make important business decisions based on real-time reports. Access critical customer data on the road or at customer sites, and use our dedicated apps for iPhone, Android and Windows 8.

Integrate with your Sage accounting solution

Improve interdepartmental communications, reduce duplication of data and of work, and make more informed business decisions.

Use Business Accelerators for Sales

Track progress against your business’s KPIs using this suite of tools. Plus, you can help sales people become more productive and close sales faster.

Deliver exceptional customer service

Provide a consistent experience to every customer. You can also improve the quality of support with a central knowledgebase and increase customer retention rates.

Contact us – 0113 216 6777

Get your free, no obligation audit let us show you how things can improve!

Learn how your business can get more from Sage Integrated CRM

With Sage Integrated CRM you can become more productive by using mobile CRM to access key customer information on the road. You can send and track email campaigns for free with MailChimp, and you can gain a better view of your company by integrating Sage CRM with Sage ERP.

Find out how our integrated customer relationship management software can help your business below.

Customise Sage CRM and become a more productive and informed business

  • Adapt the look and feel of Sage CRM to suit the needs of your business
  • Avoid duplication of work by storing customer information in a central database
  • Organise marketing, sales and customer services activities using one solution
  • Gain greater insight into the performance of your business with powerful reports and charts
  • Leverage customer data from across your business and target customers who want your products and services

Send email campaigns with MailChimp

  • Email up to 2,000 lists subscribers a month as part of MailChimp’s free plan
  • Use dozens of MailChimp predesigned templates or create your own
  • Send an automated series of personal emails to leads and customers
  • Automate communications with current and prospective customers
  • Track open rates, clicks and unsubscribes
  • Report on and improve your campaigns in real-time
  • Share previous campaigns with colleagues so they can save time
  • Send e-marketing campaigns on behalf of other users

Work from anywhere with Mobile CRM

  • Use Sage CRM for iPhone and Sage CRM for Android
  • Schedule and manage important account activities on your phone or tablet
  • View the communications history between your business and your customers
  • Update customer information on the road

Integrate with Sage ERP and join-up every part of your business

  • Resolve customer queries faster with more personal responses
  • Create targeted campaigns based on customer information that deliver a better return on your marketing budget
  • Enable customer service teams to handle customer queries more efficiently
  • Help sales teams source quotes faster and meet specific shipment and delivery requirements.
  • Automate workflows that connect one department to the next and help your business run more efficiently
  • Identify sales patterns and cross-sell opportunities using real-time information about the volume and value of trade in your company

Business Accelerators for Sales

  • View data from across your company on two new Management dashboards
  • Evaluate the performance of your business with Sales KPIs for Managers
  • Measure your company’s progress using Sales Metrics for Managers
  • Act on a range of preconfigured alerts and notifications
  • Save time with new alternative sales workflows
  • Gain greater insight on new management dashboards
  • Analyse sales campaigns activities with new KPI charts
  • Email quote information as a PDF in just one click

Get support for Sage Integrated CRM

  • Implementation start-up sessions and training available from our specialist team and business partners
  • Technical support for Sage Integrated CRM is available from our specialist team and business partners
  • Ask questions and find answers about Sage Integrated CRM on the Sage CRM Community