Sage CRM for Customer Service Integration

CRM stands for Customer Relationship Management. It’s a way of managing contact data and interactions with both leads and customers.

What Does Sage CRM Do?

Sage CRM is designed to organize and manage all customer data and communications in one place. Things like company contacts, notes, appointments, tasks, phone and email logs, follow up reminders, and transaction history are accessible to anyone in your company using Sage CRM.

The benefit of managing customer data in one system includes:

  • Reduce duplicate entry and improve accuracy of customer data
  • Streamline workflow and eliminate departmental bottlenecks
  • Respond to customer inquiries and service requests faster
  • Get better customer visibility and reporting
  • Sell more products and services while keeping customers happy
  • Integration with Sage ERP
  • Choose cloud or on-premises

Sage CRM Software Support Matrix

Sage CRM 2023 R1 Release Notes     Video: What's New in Sage CRM 2023

Free 30-days Sage Test Drive

No Downloads, No Installations. It only takes a few minutes to get started! Try before you buy. Simply complete the form and you will receive your login information along with detailed instructions to access your Sage software demo account.

We were taught to manage our own system

"We are proud that we can manage our systems on our own and incorporate new pieces as necessary. Once we had the framework in place, we were able to run with it. We appreciate that Equation Technologies was willing to work with us to get us to this level of independence, but we also appreciate that they are just a phone call away and always ready to give us the guidance we need."

- Dave Roth, COO | Chef Works, San Diego, CA


CRM starts as little as $30 per month

Contact us to find out more.