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Automate your sales process

Help sales teams work on the most profitable and winnable deals

Your business is growing.

Is your sales pipeline showing what stage sales deals are at? Are you making business decisions based on real-time information?

Is your sales team working on the right leads, at the right time?

These are questions most growing small and medium sized companies face. And if you want to keep succeeding, your sales teams need to close more deals faster. With Sage CRM you can answer these questions, accelerate sales and generate a quicker return on investment.

“The ease of use...[Sage CRM] has allowed us to rapidly implement and evolve our sales model helping to contribute to a 240 percent year-on-year revenue growth”
—Toby Pannell, Managing Director - Katalina Media Ltd.

Sage CRM helps you automate your sales efforts so that no opportunity goes missed. It provides easy visibility into all current and historical account details, activities and opportunities so you know where to focus your best sales efforts.

Point-and-click reporting and graphs offer your sales teams access to real-time data so they can analyze their sales pipeline, identify opportunities and the best next steps. Sage CRM’s mobile solution provides sales teams with the ability to work effectively regardless of their location.

Sales Features Tour:
Close sales faster with Sage CRM

It's no secret that today's businesses want to reduce the length of their sales cycles.

Sage CRM provides you and your sales team with detailed account and pipeline information, and helps you manage every aspect of the sales process from initial lead through to close.

With Sage CRM, you can accelerate the performance of your sales teams and because Sage CRM is affordable, you can generate a return on your investment faster.

Business Accelerators for Sales*

This powerful suite of features helps sales executives and managers become more productive, gain greater insight and close sales faster.

  • View data from across your company on two new Management dashboards
  • Evaluate the performance of your business with Sales KPIs for Managers
  • Measure your company's progress using Sales Metrics for Managers

*Available as part of Sage CRM On-Premise

Opportunity Management

You can manage your sales opportunities from first contact to final closure.

  • Manage leads seamlessly from capture to opportunity conversion using workflow
  • Ensure the most qualified sales representatives handle your opportunities
  • Close sales faster using our Quick Sale Workflow


With powerful reports and sales graphs, you have immediate access to business data for analysis and for making decisions.

  • Choose from a comprehensive selection of reports
  • Create new reports using our intuitive reporting tools
  • View/access a snapshot of sales opportunities anytime via our Sales Funnel

Territory management

With Sage CRM, you can easily manage opportunities across teams in different regions or territories.

  • Create new teams and re-assign leads in minutes
  • View campaign response rates and associated sales revenue by region
  • Gain deeper insight into the performance of sales campaigns by territory

Interactive Dashboard

Save time by accessing all the information you need as a sales professional from one intuitive workspace.

  • Monitor opportunities and pipelines on two pre-installed Sales Dashboards
  • Manage your call lists, calendar and appointments
  • View your key accounts

Quotes and Orders

You can become more efficient by providing sales quotes along with up-to-date product and pricing information.

  • Create accurate quotes and orders
  • Automatically generate sales proposals using predefined templates
  • Access business data stored in Sage ERP


Sage CRM gives you real-time, accurate forecasts so you can see where your sales forecasts stand at any moment in time.

  • Consolidate forecasting information quickly and easily across teams
  • Export forecast information to Excel for further analysis
  • Monitor the progress of deals and use this information to improve future sales performanceP

Sage CRM for Sales Management



What's New in Sage CRM v7.3

Sage CRM Workflows and Customer Experience

Sage CRM and Sage 100 ERP