Powerful Integration tools to maximise efficiency using Sage CRM

Using a CRM (Customer Relationship Management) System will undoubtedly increase the visibility and efficiency of your sales, marketing and customer services teams.  Sage CRM takes it a step further and allows integration to your finance and accounting system.

It pays off when you make sure employees work smarter and management can have the information they need at their finger tips to make informed business decisions quicker.  Sage CRM gives you a level of integration that would normally be the preserve of enterprise level businesses.  But with integration to Sage 300 right out of the box Sage CRM enables small and medium sized businesses to achieve a competitive advantage at an affordable price.

With a complete view of your customer activity all across your business, you will increase productivity, have an insight into your business, and put your business on the path to growth and success.


Sage CRM Integration to Sage 300

Complete Integration with Finance & Accounting

Our integration with Sage 300 comes right out of the box without the need for any coding.  With this comprehensive and seamless integration you can:

  • Maintain customer names and addresses bi-directionally between Sage CRM and Sage 300 so that all your vital data is up to date in real time
  • Create quotes and orders in Sage CRM and have them automatically updated in Sage 300 allowing the warehouse to take on the process of shipping the goods and finance to invoice for them without double keying any data
  • You can see the real-time AR Balances of your customers based on data from Sage 300
  • When raising quotes and orders you can see available stock levels from any warehouse in your Sage 300 system

These are just a few highlights of the powerful integration.  To see more request a demo

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e-Marketing with MailChimp

Sage CRM MailChimp

Sage CRM puts powerful Email marketing tools into your hands with its seamless MailChimp integration.  Within Sage CRM you have the built-in tools you need to reach your prospects and customers. With our powerful marketing solution, you will:

  • Send your messages to the right people at the right time
  • Build a warm relationship with leads and prospects
  • Generate a return on investment from your email marketing lists
  • Email up to 2,000 contacts a month FREE!
  • Use dozens of pre-designed templates


Sage CRM is a powerful sales, marketing and customer services solution with full integration to ERP and accounting.  Giving you all the tools to power your growth. 

Contact us today for a Demo with a product expert.

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With Sage CRM organisations achieve on average


Rise in sales




Productivity uplift

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