Making sage work for business


Build Lasting Connections

Business Data, Sales & Customer Management

Improve your Business Customer Service

A Solution Used by 12,000+ Businesses

Sage 200 & Outlook Integration

In order to keep things moving in the right direction, you need to listen to your customers, respond to their needs and communicate clearly. It sounds like common sense, but guesswork isn’t good enough… you need to monitor, modify and analyse all the way!

CRM stands for ‘customer relationship management’, and it’s an absolutely essential element of an effective business strategy. We know that managing a business isn’t always easy, but get your relationships right and you’re firmly on the path to success…

Looking for more information?

Sage CRM is an award-winning system that is already used by 12,000+ organisations across the world, and our experienced Sage CRM consultants & CRM Add-Ons will ensure you get the maximum value from your investment, and a super-speedy return. We’ll give you the tools and integrations to share crucial customer information across all departments, and make managing your marketing, sales and service strategies a breeze.

By keeping your customers happy, they’re more likely to stay with you and recommend your products and services too. Sage CRM allows you to manage your business relationships and improve internal processes.

Sage 200 & Sage 50 Integration

By connecting Sage CRM with Sage 200 you can enjoy better business insight, greater efficiencies, increased productivity and a single customer centric view across your entire business.


Qnect 50

Allow greater business insight, greater efficiencies and increased productivity in Sage 50 & CRM.

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Qnect 200

Qnect 200 is a real-time integration component linking with Sage 200 Professional & Standard.

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Features & Benefits of Sage CRM

Lasting Connections

Manage your business relationships and marketing more effectively. CRM records & tracks all those vital non-transactional areas of your business.

Competitive Advantage

Create a competitive advantage through audience segmentation and analysis, leveraging leads and targeted marketing campaigns.

Business Pipeline

Track and manage sales discussions with existing clients and prospects helping you ensure you maximise every business opportunity.


Work on the right leads, at the right time, track your sales deals, and you and your team will make decisions based on real-time information.


CRM/BSM Integration

Integrate your Business Management System, to avoid data duplication, deliver finance/sales information, and rapidly enter data, like orders.

Outlook Integration

Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information with Outlook integration.

Email Campaigns

Build budget-friendly and personalised marketing campaigns through Mailchimp, with the ability to track, modify and improve as you go.

Business Management

Manage every area of your business more effectively, from event planning, training courses, implementing projects, tracking competitors etc.

Manage Information

Panintelligence is a single application which delivers the power of data visualisation and an optimal user experience across all platforms.

Tailor & enhance your existing CRM system!

Looking for more information?


Download the Sage CRM Brochure for more information on this comprehensive business solution.


We’d be happy to provide you and your team with a complimentary product demonstration.

Ask a Question

Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

01226 361 100

General Enquiries