Sage CRM: Get a 360° view of your contacts

Do you want to conduct market research more efficiently, build customer loyalty and improve the quality of your service? Sage CRM Online is a cloud-based customer relationship management solution, which provides you with a 360° view of your contacts (sales information, marketing and after-sales service), available 24/7 to help you work more efficiently. Sage CRM Online caters to small and medium-sized businesses, offering an intuitive platform which allows you to manage your entire customer relationship: market research, building customer loyalty, marketing, services... Sage CRM Online can be synchronized with MS Outlook and Sage 100 Commercial Management i7, and allows you to access to your data on the move (iOS, Windows 8, Android).

Editor: Sage

Sage CRM demo and screenshots

CRM: Duplicate data, population targeting, history and event trackingCRM: Geo-location customers, advanced encryption Standard (AES), Basic knowledge wikiCRM: Tasks and notes Duplicate data OrderCRM: Layout & Topics Order, User ManagementSage CRM management solutions support (phone, email, ticket), post-campaign reportsCRM: Adaptive Web interface, Basic knowledge wiki Modules

Sage CRM customers

No customer reference

Sage CRM pricing and features

Plans & Pricing

Online Essential
Online Pro
€30/month /user
€55/month /user

Features

Analytics
Data Deduplication
Application Customization
Fields
Interfaces per groups of users
Modules
Software Layout & Themes
Application Settings
Data Import & Export (CSV, XLS)
Groups
Multiple Currencies Management Possibility to deal with multiple currencies
Right management
Users management
Billing & Invoicing
Purchase Order
Collaboration
Knowledge base, wiki
Meeting report
Notes taking Todo lists management and notes saving
Shared Calendars
Communication
Notifications Email, sms, pop-up window to inform someone the an action is done
Customer Support
Case Management
Communications History
Customer Support Dashboard
Lead Detection
Solution Management
Ticketing
Tickets Allocation
Document management
Document Library
Import
Shared Folders
Shared documents
Marketing Automation
Campaigns Management
Campaigns Reports Clics, ROI
Email Tracking
Emails Scheduling
Population Targeting Segmentation & profiling
Sales Force Automation
Account management Companies follow-up
Contact management People's details editing and individual follow-up
Customer Geo-location People or companies location on a map
Events history and follow-up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead management Deal that you have the possibility to close after qualification
Product Catalogue Gallery of products for sale
Quote Proposal Avoidance
Sales Script Embeds what the sales person should within the interface
Sales forecast Future sales numbers based on statistics
Sales process and pipeline Customer life cycle management
Sales report Conversion rate, team performance, best sales

Services

Integration & Interoperability
API, Web Service Restful APIs
Social Networks Integration
Web Browser Extension
Website (plugin, form)
Mobility
Mobile App
Offline Mode
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Advanced Encryption Standard (AES)
Audits & Certificates (SAS 70, ISO 27001/2, TRUSTe)
Daily Backups
Data geographic redundancy
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
Support
Community (FAQ, Forum)
Help Desk (Phone, Email, Ticket, Chat)
Knowledge base (tutorials, demos)
Online Training (Webinar)