Sage CRM

Transform your business with a powerful customer management tool.

Designed for enterprising, growing businesses, Sage CRM software is the ideal solution to kick-start your company. Quickly analyse, manage and synchronise sales, payments, marketing and customers every step of the way within the great Sales, Marketing and Service modules. Built for small and medium sized enterprises, Sage CRM is available on premise or through cloud technology, enabling access offline, online from a PC or even on a mobile device. Accurate customer information at your fingertips.

 

Key benefits of
Sage CRM
  • Track leads from first contact to final closure in customisable workspaces, transforming the customer experience
  • Gain accurate business performance information rapidly from a central hub, to make effective, well thought out decisions
  • Integrate with Microsoft Outlook and pocket devices for access to customer and supplier information, on the move.
  • With properly categorised leads, you can gain more sales opportunities without expanding your sales force.
  • Integrate Sage CRM software with a Sage ERP solution, allowing your business to achieve competitive advantages and a 360 view of all departments.
  • Target the right customers at the right time with more effectively run marketing campaigns
CUSTOMER SUCCESS STORY

With CPiO and Sage CRM, IMG Ltd has integrated all customer information in one place.

 

SUPPORT AND TRAINING

The CPiO support team is based at Fort Dunlop and available between 8am-6pm Monday-Friday. CPiO does not employ call loggers, so you can be assured of getting through to a trained support consultant when you call. All tickets raised by our customers are tracked and monitored with a strict escalation policy to ensure that business-critical calls are dealt with as quickly as possible. As a CPiO customer you’ll be able to see all enquiries raised and can print additional information for your records. You can also go online and log your support call via our secure customer portal. CPiO offers comprehensive training which allows Sage users to develop the skills required to successfully operate the Sage system. By investing in training, you are helping your employees develop their skills and make the most of the implemented system.

So what if you already have Sage CRM?

Well, we can provide you with the support you need to get a real return on investment on your software. By partnering with us, our team of experts can provide you with great advice, tips and knowledge to maximise efficiency throughout your organisation. For even more support, let us host your CRM software in the cloud to ensure your data is completely secure. Click here for more information about CPiO Cloud Services

Pricing

Easy CRM from CPiO is a rapid deployment, fixed price, pre-determined model which is delivered quickly, effectively and with little disruption to your business.

If you are looking for a fixed price, fixed functionality business CRM system, CPiO has a model which has been designed off the back of years of experience in Sage CRM implementations and focuses on delivering good basic CRM principles, so you’ll get a quick win solution and create a credible return on investment case, helping you to gain crucial buy in to roll out an enterprise wide CRM strategy.

An investment of under £10,000 could deliver you a fully implemented, working Sage CRM solution within days. You will quickly benefit from improved, efficient information exchange throughout your organisation and gain the ability to quickly analyse, manage and synchronise sales, marketing and customer care activities across all points of contact.

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Hear from our customers

At CPiO, we put our customers at the heart of our business. We strive to offer you the best advice possible and develop a long standing partnership with you, so that we all get the most from the time and resource invested.

Accelerator UK – Sage CRM case study

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Essential Fleet Services – Sage CRM case study

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PI-KEM go live on Sage 200 with CPiO

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Eltherington – CPiO Cloud case study

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Access Sage CRM anytime and anywhere

Sage CRM for iPhone enables mobile sales teams to work more efficiently when on the road, with access to real-time customer data.This will help to manage your business relationships, no matter where you are, even out of your network coverage. No matter where you are you will always have quick and reliable mobile access to your CRM customers, data, tasks and appointments.

  • Track and log outbound calls, emails and SMS activities with the Native iPhone integration
  • Map appointments and tasks using the native Apple app
  • Attach notes and images to contacts and opportunities
  • Read your history, favourites, opportunities and communications
  • Use custom fields for Person and Opportunity records
  • Choose to import an iPhone contact as a Company and Person or a Lead
WHAT'S NEW IN THE LATEST VERSION?

Sage CRM 7.3 has just launched and we’re very excited about what this can offer against its contemporaries; it enables everyone in your business to become more productive and efficient, and it will help you drive growth and increase profitability. Sage CRM software is highly-rated by industry experts, and it is trusted by over 15,000 small and medium-sized business around the world.

With Sage CRM 7.3 you get:

  • A fresh new look for managing important customer information in fewer clicks
  • Email marketing with MailChimp for sending campaigns to up to 2,000 customers a month for free
  • A new optimised experience and User Interface for mobile CRM
  • Added business insight with Business Accelerators for Sales
Take a look at our CRM blogs

Five features of Sage CRM that can improve visibility of your business

Looking to gain a clearer picture of your business? Sage CRM is a feature rich, customer management tool that allows information to be shared across the entire organisation

Five features of Sage CRM that can improve visibility of your business

Five tips to build the case for CRM

There are many reasons to invest in CRM software, but are organisations focusing on the right ones? LinkedIn and Twitter integration or anytime, anywhere access via mobile sound great, but how much practical value do they offer?

Five tips to build the case for CRM

Get connected with CRM

For years organisations have been encouraged to consider the benefits of integrating CRM with other core business applications – most notably finance and ERP.

Get connected with CRM

Keep CRM simple

CRM must make life simpler for an employee, not complicate it

Keep CRM simple