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

Other 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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