Sage 200 CRM

Create a better connected business to drive efficiency and productivity.

Sage 200 CRM

Create a better connected business to drive efficiency and productivity.

Breakdown data silos in your business

Sage 200cloud and Sage CRM can help you join the dots in your business to create a bigger picture. By linking your sales, marketing and service systems to your financials you can drive efficiency and productivity, whilst reducing costs for increased customer satisfaction and profitability.

With a single integrated business management system you have a single point of reference for everyone in your business. Manage processes from end-to-end for greater efficiency and business insight.

Connect your business and accelerate profits
  • Gather and retain customer information for greater customer insight
  • Maximise sales performance and revenue through effective management of the sales pipeline
  • Manage plan, execute, target and measure marketing campaigns and deliver ROI
  • Maintain up to date customer records for efficient service delivery
  • Increase customer satisfaction and retention

Why choose Sage 200 CRM?

See the bigger picture – With all customer data accessible in one place everyone has the same version of the truth in realtime, breaking down departmental silos.

Empower your sales team – Sales professionals can view financial information within CRM including credit limits, stock and outstanding invoices enabling better informed decisions and efficient service.

Eradicate duplicate entry – Contact information need only be entered into one system, removing the opportunity for error associated with re-keying data in separate systems.

Automate your processes – Labour intensive administration processes can be automated to increase productivity. For example, create quotes in Financials from within CRM.

Power productivity – Enhance user productivity with role-based dashboards. All the information you need in one place to manage day-to-day activities and monitor KPIs.

Access intelligence from anywhere – Because it is web-based, your CRM data can be accessed via any web browser making it possible to access your CRM data at anytime and from any location.

View All Sage 200 Modules

Download the Sage 200 Brochure

See how Sage 200 and Sage 200 CRM can help you gear up for growth. This brochure will help you begin to understand which modules are right for your business.

Sage 200 Client Testimonials

“With the integration we were able to eliminate the double-entry of customer information, which helped us clean up our data and make it reliable. We have already identified that 8% of our active customers were not entered on our old CRM, so were never marketed to. Altogether we reduced the time-consuming administration processes, saving around 40% time for every new record we setup.”

Tim Holyomes


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For Auger Torque, having a global collaborative team is hugely reducing the R&D time, getting the right product to market faster and stopping us wasting time. With the new optimised process the’re keeping momentum and getting the buy-in from everybody, ensuring all teams have insight into the design, replacing the linear process we had before. “

Alistair Brydon

Auger Torque,

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“From raising an order to dispatching goods, we have total control over stock, ensuring availability and customer satisfaction. It’s so easy – stock in, stock out – everything gets registered through Sage, helping us be more responsive and competitive.”

Jaskaran Rai


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