Sage CRM

Sage CRM

Verified

Sage CRM offers users a collection of applications designed to give small and midsized businesses access to a customer relationship management platform that can be quickly deployed and simple to learn. Sage CRM was developed to help businesses optimize the customer experience by offering tools to manage new and existing client relationships, as well as potentially increasing company revenue and reducing inefficiencies.

Applications include sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise. The benefits of using Sage CRM are varied, per their parent company Sage Software, and include lowered administration costs, reduced customer turnover, boosted team productivity, reduced opportunity costs and more. Currently, Sage CRM is the platform of choice for over 15,000 organizations in 70 countries looking to manage their sales and marketing operations. Sage Software has over 6 million customers worldwide.


Cloud Deployment: No
On-Premise Deployment: Yes
Website: http://www.sagesoftware.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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