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Contact Management

Profile companies, people, jobs and opportunities - or anything else

Communication Tracking

Meetings, notes, phone calls, emails, reminders and more

Accounting Integration

Sage 50, 100, 300, 500, X3, Intacct

Process Controls

Advanced features ensure that best practices are being followed

Marketing

Segment your data for targeted actions, and then measure results

What is Sage CRM?

Sage CRM is generally recognized as a top 5 CRM globally – and always gets the award for ‘best value’.

Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

See Sage CRM in Action

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Sage CRM Pilot Package

How much is Sage CRM

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Recent Sage CRM News

GUMU™ Sage 100 User Experience 2021

So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video.  The updated version …

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Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021.  This is a very significant release. Below is …

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My CRM Manager now an official distributor for s5Maps

April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps.  What does this mean? s5Maps has …

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Adding Color to Required Fields

This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow. This …

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Sage CRM Roadmap

Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

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Sage 100 CRM default integration (not GUMU) Compatibility Matrix

While the Advanced version of the Sage 100 CRM integration works regardless of what version of 100 and CRM you have, companies must pay careful …

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Sage CRM licensing trends over the past 5-years

This graph represents Sage CRM’s global sales trends (not NA specific) from 2017 to the end of March 2022.  The purple line reflects NEW customers …

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S5Maps (Google Maps) has new pricing

S5Maps has made a strategic decision to reduce the subscription price from $2,400/year, it is now $1,500/year. The original rate was perfectly fine given how …

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What do most internal CRM Administrators do?

Outline of Responsibilities for your Internal CRM Admin Most all Sage CRM customers have an internal resource (we say CRM Administrator) that (a) has administrative …

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Sage CRM Terminology

When we get into user training for new Sage CRM users, it is paramount that we are all speaking the same language. The reality is …

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Training and Follow through

You can’t just turn it on and use it. And you can’t expect staff to automatically understand how it works and the gazillion options they …

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