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.

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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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Image Gallery

Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this …

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Quick Start Implementation SUCCESS!

Earlier this summer we started promoting a Quick Start Implementation Package for Sage CRM. The idea being, instead of getting CRM doing absolutely everything the …

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CS3 Smart Talk / September 16th – CRM DEEP DIVE!

The good people at CS3 have invited me to be a speaker at their September 16th ‘Smart Talk’ user group meeting.  Super excited to have …

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Adoption Dashboard

Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not) …

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Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or …

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Sage CRM v2021 R2 – preview from David & Jeff

In this ‘Talking CRM’ episode from David Beard & Jeff Richards, they provide an overview of the R2 release for Sage CRM which comes out …

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How inquiries are managed at MCM

Yes of course we us Sage CRM and we do strive for transparency! All of the companies that we encounter get put into our Sage …

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What is Sage CRM? new 2-minute video

We have a new 2-minute video covering the highlights of Sage CRM. We will be using this in youtube ads starting July 14th.  https://www.youtube.com/watch?v=TCyKVS0sBoU

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