Sage CRM

Sage 200 CRM is a module within Sage 200cloud. It integrates with Office 365 to enable complete collaboration between your sales, business development, and marketing teams.

With Sage 200 CRM all of your customer account information, sales pipeline, and prospect customer data can be accessed from one single location. That means you can track and evaluate your business performance effortlessly.

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Additional information

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Sage CRM is a solution that will help you to simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.

Sage CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them into opportunities—all using sales workflows.

You can set targets and assign tasks to your sales and marketing teams, and produce regular reports to track progress.

It also acts as a central place to store all of your customer information. Contact records can be updated and maintained from a collaborative platform, reducing independent silos of data.

It’s the perfect way to get a detailed overview of sales and new business operations.

Product functions

  • Process automation

    Automate workflows and improve task management efficiency for sales and business development functions

  • Marketing tracking

    Targeted marketing and communications can be tracked by campaign to measure return on investment

  • Service log

    Customer services teams can log all interactions and communications with customers on their individual accounts

  • Customised solution

    Our Sage CRM consultants can capture your requirements and deliver a solution tailored to your specific business needs

Why Thinc?

Our first aim is to understand your business, uncover a strategy to improve your customer relationship management, and align it with your short and long-term objectives. This initial consultation helps us to explore your needs and advise on the best solutions for your business.

Through our extensive experience of working with Sage CRM, we’ve developed a market-leading expertise of the product’s capabilities. Our consultants and developers can create customised solutions, or tailor specific functions to deliver the information or workflows you require.

Read about our approach here
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