--- title: Sage CRM | Sage Integration | Sage Customer Service description: Sage CRM is designed to help you build your customer prospect relationships with customer service through marketing, sales, and support management integration. --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. - [Home](https://www.equationtech.us) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - Sage CRM # 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. [Start a Free Trial](https://www.equationtech.us/sage-online-free-trial)[What's New In Sage CRM 2023 R1](https://www.equationtech.us/sage-accpac-blog/whats-new-in-sage-crm-2023-r1-summary-of-new-features-in-the-latest-release) [Our Solution](https://www.equationtech.us/sage-services/sage-crm#solution) | [Why CRM?](https://www.equationtech.us/sage-services/sage-crm#features) | [Case Study](https://www.equationtech.us/sage-services/sage-crm#casestudy) | [Resources](https://www.equationtech.us/sage-services/sage-crm#resources) | [Speak With An Expert](https://www.equationtech.us/sage-services/sage-crm#speakwithexpert) ## 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](https://www.equationtech.us/hubfs/SageCRM_2023R1_ReleaseNotes.pdf)     [Video: What's New in Sage CRM 2023](https://youtu.be/ohzsOgYH6hM?feature=shared) ## 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   [More Happy Clients](https://www.equationtech.us/case-studies)   [Learn About Sage Implementations](https://www.equationtech.us/sage-services/erp-implementation) ### Sage CRM Resources You May Like [![What is CRM - The Ultimate Guide eBook](https://www.equationtech.us/hs-fs/hubfs/New_Site_Icons/resource_icons_lg_ebook_1.png?width=119&height=100&name=resource_icons_lg_ebook_1.png) What is CRM: The Ultimate Guide eBook ](https://www.equationtech.us/hubfs/What%20is%20CRM%20-%20The%20Ultimate%20Guide%20eBook.pdf) [![resource_icons_lg_tour_1](https://www.equationtech.us/hs-fs/hubfs/New_Site_Icons/resource_icons_lg_tour_1.png?width=119&height=100&name=resource_icons_lg_tour_1.png) Assistance with Past Versions: Sage CRM 7.3 Compatibility Guide ](https://www.equationtech.us/sage-crm-73-system-requirements) [![resource_icons_lg_case_study_1](https://www.equationtech.us/hs-fs/hubfs/New_Site_Icons/resource_icons_lg_case_study_1.png?width=119&height=100&name=resource_icons_lg_case_study_1.png) Chef Works Case Study ](https://www.equationtech.us/hubfs/Case%20Study/Sage%20300%20Case%20Study%20-%20Chef%20Works.pdf) ## CRM starts as little as $30 per month Contact us to find out more. Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - [Sage Financials](https://www.equationtech.us/sage-services/sage-live) Services We Offer - [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Hosting](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) Resources - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) About - [Meet The Team](https://www.equationtech.us/management-team) - [Certifications & Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) - [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego) - [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county) - [Seattle Location](https://www.equationtech.us/sage-300-support-seattle) [![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/) **Equation Technologies** United States: 533 2nd Street Encinitas, CA 92024 Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6 Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us) Equation Technologies ©2016 [Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy)