Choosing a CRM Solution

sage crm sm


With Sage, you have the freedom to choose a Customer Relationship Management (CRM) software solution that best fits your unique business requirements. Sage CRM integrates with Sage 100cloud.

Sage CRM is an easy-to-use, fast-to-deploy on-site CRM software solution with out-of-the-box but configurable business process automation. It provides enterprise-wide access to vital customer information anytime, anywhere so you can better manage your business with an integrated approach to field sales, inside sales, customer care, and marketing.

Sage CRM provides functionality for you to:

  • Manage companies and contacts at those companies
  • Create opportunities and the workflow to manage those opportunities
  • Create cases for customer services and workflow to manage those cases
  • Manage leads and marketing campaigns and the results achieved
  • Track documents, communications, tasks, to do’s and follow-ups
  • Integration with Exchange (Outlook) and Office 365
  • Utilizes MailChimp for email marketing campaigns
  • Browser based allowing mobile devices to connect to Sage CRM


Visit our Sage Software Document Library for specific software documentation and product document resource library

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Business Technology Sage Software

by Chortek’s Business Technology Consulting Team