The Sage CRM Sales module will empower your sales team to do more with every opportunity

The powerful and effective tools found in the Sage CRM Sales module will allow your sales team to work more effectively and efficiently.  The increased productivity and effectiveness will enable your business to increase sales and revenue faster.

  • The workflow and automated alerts make sure your sales teams are working on the right leads and opportunities, at the right time. 
  • The comprehensive real-time tracking features mean you will be able to see what stage all your sales deals are at. 
  • Couple all this with an easy to use reporting engine and you can see how  you and your management team will make better more informed business decisions faster.

By using the MyCRM and TeamCRM functionality, you and your sales team will be able to manage and monitor the sales pipeline and forecast at the click of a button.  The graphical interactive pipeline is intuitive to use and the quick and easy drill down lets you move from a high-level view to the detail on any lead or opportunity seamlessly. 

Using Sage CRM clients typically see increased productivity within their sales team by up to 40%.

Sage CRM | Sales Pipeline

Working on the go ...

Sage CRM lets you access your vital customer and sales information whilst on the go.  Using the Sage CRM mobile app for i-phone or android will mean you can be always connected and need never miss another opportunity.

Sage CRM Mobile


Put your business on the path to exceptional growth

Do you want to put your business on the path to exceptional growth? Sage CRM will help you to take a a systematic approach to sales.  You will be able to grow your sales by:

  • Tracking the performance of your sales activities in real-time using our out-of-the-box sales reports
  • Generating accurate forecasts about the performance of your opportunities with our insightful sales dashboards
  • Prepare for important sales meetings quickly and easily by accessing important customer data on the go using our mobile apps for Android and iPhone
  • Using our powerful and easy-to-understand sales reports you can make more informed decisions quicker
  • Having visibility of all the sales deals in the pipeline, what stage they are at and what action is needed next to maximize the opportunities
Stay on top of all your opportunities, all the time

Sage CRM will ensure you can manage your sales opportunities from first contact to final closure.

  • Use workflow to manage leads seamlessly from capture to opportunity conversion
  • Direct opportunities to be handled by the most qualified sales representatives for that opportunity 
  • Our Quick Sales Workflow will enable you to close sales faster
Powerful quote & order engine integrated to accounting

Drive efficiency in your sales team 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
  • Pass quotes and orders seamlessly into accounting with our Sage 300 integration


Start the journey to increased sales today by requesting a live demo

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With Sage CRM organisations achieve on average


Rise in sales




Productivity uplift

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