‘Customer relationship management’ (CRM), is 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.

Creating Connection

Manage your business relationships and marketing more effectively. Sage CRM records and tracks all those vital non-transactional areas of your busy, and it’s optionally fully integrated to Sage 200.

Keep an eye on your pipeline

Tracking and managing sales discussions with existing clients and prospects as never been easier than with Sage CRM – helping you ensure you maximise every business opportunity.

Deliver better service

Sage CRM is not just about sales, you can record and manage complaints and service requests, and provide visibility of them in the office and optionally for your field based teams.

Sage CRM software – gain and retain loyal customers

Before we start voicing the virtues of the Sage CRM software, we probably need to explain what it is! 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…

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!

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 relationships, improve internal processes, increase efficiencies and subsequently power-up your profitability.

The latest Sage CRM news…

Sage CRM 2019 R1 Product Release

We’re delighted to announce the release of the latest version of Sage CRM – 2019 R1 bringing increased encryption for user passwords, an improved calendar as well as the usual enhancements and defect fixes.

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Sage CRM 2018 R3 Product Release

What’s new? Full details of the fixes and enhancements can be found in the release notes available from the Help Centre, they include:Calendar – create quick appointments for other users, view calendar items as a list. Quickfind – search by postal address, email...

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The benefits of Sage CRM software

This award-winning system is already used by 12,000+ organisations across the world, and our experienced Sage CRM consultants will ensure you get the maximum value from your investment, and a super-speedy return. We’ll give you the tools to share crucial customer information across all departments, and make managing your marketing, sales and Service strategies a breeze. It’s not bluster – as a certified Sage partner, we’re 100% the real deal!

Fantastically flexible and easily customised to your precise requirements, Sage CRM is easy to install and can be seamlessly integrated with:

  • Business Management Solutions such as Sage 200cloud Professional & Sage 50
  • Email Servers such as Microsoft Exchange
  • Desktop email clients like Microsoft Outlook
  • Social media applications
  • Email marketing solutions like Mailchimp
  • Web customer self-service
  • Phone systems through CTI

Sage CRM – buy this brilliant on-premise software outright, or sign up to a monthly subscription package.

Over the years we developed a range of additional facilities and have summarised these on our Add-ons page  wed encourage you to take a few minutes to read through these very useful add-on features for Sage CRM, just let us know if youd like more details of one or more features.

You can talk to a Sage CRM consultant right away by enquiring or downloading the brochure below – or by calling us on 01226 361100.

The key modules
of Sage CRM


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


Your sales team will work on the right leads, at the right time, you will be able to see what stage your sales deals are at, and you and your management team will make business decisions based on real-time information.


Build your reputation for exceptional service with scalable tools that grow with your business – resolve issues and access information quickly.

CRM/BMS Integration

Integrate your Business Management System, such as Sage 200c Professional, to avoid data duplication, deliver finance/sales information for field & office CRM users, and rapidly enter data, like orders, directly within CRM.

Outlook Integration

Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information. With our integration you get the best Outlook to Sage CRM integration for any CRM system.

Email Campaign

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

Social Media

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

Management Information

Panintelligence is a single application which delivers the power of data visualisation and an optimal user experience across all platforms, i.e. desktop, tablet and mobile.