Increase customer loyalty and revenue with Sage cloud-based CRM software. Get set up fast, automate routine tasks, and see results in days.
CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle.
If ERP systems help you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service.
A CRM system supports customer relationship management by keeping customer data in one place, so your team spends less time searching and more time building relationships.
With faster setup and smoother workflows, it’s easier to stay aligned internally and deliver a consistent experience at every touchpoint. You also get clearer reporting, so you can track progress and make smarter decisions as you grow.
A customer relationship management system identifies which channels generate leads, opportunities, and closed sales, then automates targeted email campaigns using built-in triggers.
When customers place orders after a campaign, you can track them through your ERP software or business management solution. That connected view of the customer lifecycle helps your service team resolve queries faster and respond more personally.
Simplify your sales process, shorten sales cycles, and maximise every opportunity with modern CRM systems. A powerful CRM platform automates key sales tasks such as creating quotes and orders, forecasting revenue, managing leads, and converting them into opportunities through structured sales workflows.
With built‑in lead scoring, you can also prioritise the most valuable prospects and focus your sales efforts where they’ll have the greatest impact.
Reduce duplicated work with a single view of customer data, so teams can collaborate and manage relationships more efficiently.
Use a complete, cloud-based view of the customer lifecycle to spot upsell and cross-sell opportunities and strengthen retention.
Run targeted campaigns based on customer insight and drive sustainable growth.
Keep customer data in one secure place - email and communication history, quotes, orders, opportunities, and support cases (open and resolved). With one source of truth, your team always works with up-to-date information.
Automate everyday sales tasks such as lead management, order processing, and forecasting. Cut manual admin so your team can focus on high-value conversations and follow-ups.
Generate reports across sales, service, and marketing, and build KPI dashboards to track performance. Make decisions based on evidence, not guesswork.
Store and update contact details - phone numbers, emails, and addresses - and access them on the go. It supports stronger customer relationship management by keeping everything in one place. That’s the value of CRM management software: a single relationship management software solution that keeps customer details connected and easy to use.
Simon Adcock
Managing Director, ATEC SECURITY
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We prioritise data privacy and security with encryption, regular backups, and strict access controls, so your customer data stays protected.
You control access with role-based permissions and strict access controls, so the right people see the right information.
Yes. Sage CRM supports CRM software integration with email, accounting software, and more. Our open APIs also let you connect other specialised apps as needed.
Yes. Regular backups support data recovery, and security measures help protect your information so you can keep working with confidence.
