Key strengths
- Ease of use
- Back-office integration capability
- Scalability
- Powerful fully featured web based CRM
- Automated workflow management
- Customer service management
- Marketing campaign planning & reporting
- Adaptability and customisation
- Performance management reports & dashboards
- Flexible licensing structure
- Multi-currency & multi-lingual
Layout & Ease of use
- Easy to navigate web interface. Features separate pages for contacts, companies, plus an ability to define custom record types
- Modular design enables interface to be tailored for each user or team
- Change the terminology of the product (fields & menus) to reflect your business terms
- My CRM & Team CRM views provide at-a-glance daily to-do lists, recent
contact activity and web-feeds, plus latest reports & statistics - Hosted on a web server for multi-user access
- As an alternative SageCRM.com offers a hosted CRM solution at a fixed monthly rate
User Numbers
Typically 5 - 5000+ users
Ohter highlights
- No upper limit of contacts
- Web and wireless technology enable access from anywhere, including PDA’s, mobile phones, internet cafés
- Offline replication to Outlook client also available for laptop users
- Optional licenses for PDA integration
- Completely definable security profiling for individual users & teams
- Sage CRM stores data at Company & Contact levels, but also has the ability to define any other record entities that you may require with all functionality cross-related.
- Unlimited multiple addresses
- Various multi-user calendar views. Full integration with Microsoft Exchange benefits non-CRM users who use Outlook for scheduling and emailing
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