Sage 200 Extra Accounting

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          Nominal Ledger

          Cash Book

          Purchase Ledger

          Sales Ledger


        Stock Control

        Purchase Orders (POP)

        Sales Orders (SOP)

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    Sage CRM for Sage 200









Home > Sage 200 > CRM


Sage 200 CRM


The Customer Relationship module comes as standard with Sage 200, and will help you manage important relationships easily and intuitively.




View Module Details:

> Features & Benefits

> Top Features



Manage your customer relationships with a module that supports sales and marketing automation, pipeline management and marketing campaigns:

■  Get one view of information about your customers, including financial, commercial and communications information
■  Build a central knowledge bank containing answers to known issues or questions
■  Measure customer experience against service level agreements
■  Get insight driven data management to optimise sales performance
■  Optimise your marketing activity by getting the right information to the right people at the right time
■  Track the success of your marketing campaigns with accuracy to generate clear return on investment
■  Access new mobile CRM apps for sales representatives on the road, providing access to customer data, tasks and appointments
■  Integrates Sage 200 CRM with MailChimp and Swiftpage to create and manage targeted marketing lists and campaigns
■  One user is included with Sage 200, and additional users can be purchased
■  Instant access to calendars, accounts, reports, pipelines, contacts and call lists - empowering sales people to sell



Delivering a 360 degree view of your customers

Sage 200 CRM is a Customer Relationship Management (CRM) system designed to help you manage every aspect of your customer interactions, from first contact through to purchase and post-sales.

The system provides outstanding sales, marketing and customer care functionality and has deep integration into the Financials and Commercials modules of Sage 200, delivering 'straight-through' business processes and related information.

Sage 200 CRM is easy-to-use and quick to deploy, allowing you to start building stronger relationships with your existing customers, target new customers more effectively and drive your sales revenues.

The software is flexible can be tailored to match your individual business needs and help you streamline your internal processes.



Enhancements for Sage 200 CRM released with Sage 200 v5.1:


  • Improved Outlook integration - Tighter Sage CRM and Microsoft® Outlook integration results in a more seamless user experience.
  • Usability enhancements – calendar improvements offers a cleaner, clearer display of information and makes it easier for users of both Sage CRM and Microsoft Outlook to switch between the two systems using the different calendars.
  • New codeless customisation features – even more ways to customise the system without needing to know how to write a line of code. Now you can easily add new buttons to system work areas. System Administrators can now further customise Sage CRM to reflect their organisation’s unique business processes.
  • Microsoft Office 2007 and Vista Support - Sage CRM now supports online users who have Microsoft Vista as their local machine operating system and offers full Microsoft Office 2007 support.
  • 64-Bit Operating System Support - It is now possible to easily install Sage CRM on a 64-bit Microsoft Windows 2003 server.





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Directors: I.D. Lowe / D.E Lowe / S. Houston

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