CRM for Sage
Financial Systems
Track all activities and interactions with your customers.
Connect With Your Customers
Using CRM software for Sage financial systems.
Capture Sales Opportunities
Track and nurture your sales opportunities from first contact, to done deal.
Manage Leads
Manage all interactions with your leads and start building your customer relationships.
Account Information
Keep all of your account information up-to-date in a central location for your teams to access.
Tasks and Activities
Track all projects, tasks and interactions you have with your customers and contacts.
Scoreboard Notifications
Use scoreboard notifications to make sure you always follow up and make contact with your customers when it matters.
Documentation and Contracts
Manage your customer contracts, attach all your documentation and process all related transactions.