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Deliver exceptional customer service

Delight your customers at every touch point and outperform the competition by delivering a seamless and consistent service experience with Sage CRM

As your business grows you may find that retaining and supporting your customers with a consistent customer experience becomes harder to manage. Sage CRM gives your customer service team increased visibility into customer issues and makes every agent more productive, empowering them to upsell and cross-sell to drive more business.

Sage CRM is used by thousands of businesses every day to deliver exceptional customer service regardless of their size, ensuring a world-class customer experience every time. With case management, a centralized knowledge base and powerful reporting, Sage CRM gives customer service teams access to updated customer information from right across the business. Customer service teams can now have more meaningful conversations with customers, leading to increased customer satisfaction levels and faster call resolution times, helping them to be more productive.

“With information seamlessly at our fingertips, we can instantly respond to customers’ requirements and queries and give them the answers they need. It’s very impressive!”
—Malcolm Ditty, Director, The Signature Works Ltd

Customer Service Features Tour:
Your new customer service solution

Sage CRM is the ideal tool for customer service teams who want to provide better support.

Now you can add customer information to Sage CRM more easily, you can resolve customer queries faster, and you can grow your business.

Interactive Dashboard

Your customer service teams can manage customer queries and support cases from one intuitive workspace.

  • Access accurate and up-to-date information on one screen
  • Create a dedicated company or customer dashboard for specific accounts
  • Monitor customer cases from one place

Web Self-Service

With Sage CRM, your customers, business partners and suppliers can log cases and view updates online.

  • Connect your exiting website to a web self-service portal
  • Enable your customers to input data through custom web pages
  • Deliver the service your customers expect, when they expect ite

Case Management

We created Sage CRM so you can capture, manage and resolve customer issues using quickly and easily.

  • Automate the progress of cases through standard workflows
  • Monitor cases easily using the Cases Pipeline
  • Track and action cases and service level agreements

Team Management

With Sage CRM, you can manage your customer service team and give each team member what they need to resolve customer service issues.

  • Manage customer service cases
  • Monitor metrics like case volume, history and resolution times
  • View customer service cases assigned to you and your team

Knowledge Base

Your customer service team can resolve customer service cases faster by building an online knowledgebase of common issues and solutions.

  • Gain immediate access to a central repository of customer service solutions
  • Publish reviewed and approved solutions
  • Search for solutions in the office and at customer sites


You can monitor and measure the performance of your customer service team with easy to create reports.

  • Access a comprehensive suite of standard and custom reports
  • View metrics such as call volume, case resolution times and follow-up statistics
  • Create visual reports and charts

Sage CRM for Customer Service


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