SageCRM v7.1 - Overview
SageCRM is an easy-to-use, on-demand or on-premise CRM solution that equips sales, marketing, and customer service teams with the tools to find new customers, close sales more quickly, and build lasting, more profitable relationships. Out of the box SageCRM delivers tight integration with leading Sage ERP and other ERP applications, connecting your front and back office and providing insight into businesswide performance.
SageCRM provides enterprise-wide access to vital customer information—anytime, anywhere—so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing. Features in SageCRM include:
- Account (Company), Contact and Opportunity - information available to all users

- Interactive Dashboard - an intuitive and customizable workspace
- Management of Opportunities & Leads - track leads from first contact to final sales closure
- Sales Forecasting and Reporting - point and click reporting and graphs provide detailed business insight
- Quotes and Order Generation - generate sales proposals and have access to up to date quotes
- Territory Management - assignment rules automatically route leads to sales reps
- Sales Process Automation - enables users to concentrate on their primary purpose, which is selling
- Communication Management - calendars, reminder and notifications to increase efficiency
- Anytime Anywhere Workforce - use mobile devices regardless of location - always have the data you need
- ERP Integration - access to customer data from the back-office
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Reasons to Buy Sage CRM
- Freedom of Choice –> on-premise or hosted
- Fast Deployment –> weeks not months
- Ease-of-Use –> point and click like a web page
- Affordable -> great price/performance ratio
- Easily Customizable (no programming required)
- Built-In Workflow Engine
- Partner-Supported
- SMB Focus
- ERP Integration