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Contact Management
Communication Tracking
Accounting Integration
Process Controls
Marketing

Sage CRM Process Controls

Contact
Management

Your rolodex on steroids! Sage CRM has a powerhouse of features to tame your contact list.

Communication Tracking

Recording and managing your calendar in conjunction with Sage CRM provides a valuable history of interactions. Sage CRM offers an incredible integration with MS Outlook

Accounting Integration

Sage CRM provides the best integrations to Sage accounting programs, arming your staff with valuable information and functionality

Process Control

Sage CRM can be used to enforce best practices within your organization.

Sage CRM Process Controls

Marketing

From creating targeted groups, to Mailchimp integration, to campaign management, Sage is the ideal platform for making the most of that data that flows through your organization

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, X3, Intacct

Process Controls

Advanced features ensure that best practices are being followed

Marketing

Segment your data for targeted actions, and then measure results

Featured Videos

Sage 100 Integration to Sage CRM – User Experience

From the Sage CRM interface, users have access to tons of Sage 100 information and statistics that they might not otherwise have from within Sage CRM itself. Watch this 5-minute user experience video.

Sage 50 CRM Integration

Sage 50 Integration Looking for a CRM that integrates with your Sage 50 system? Look no further! We publish the integration between Sage CRM and Sage 50. This includes both the US (Peachtree) and Canadian (Simply) editions of Sage 50.The integrati…

Sage 300 CRM

Sage 300 customers can have unparalleled access to accounting data from within Sage CRM, leveraging Sage 300's web-screens

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Features

Google Maps Recent Enhancements

The developers of Google Maps for Sage CRM have recently made a slew of very strong improvements. The Google Maps integration is now noticeable faster to load and refresh The user can now filter for companies with opportunities or cases (jobs)…

Planning for Sage CRM

Planning for Sage CRM In the video embedded below, we outline our approach to planning for and deploying a Sage CRM project. The video will also clarify the human resources your organization will need for your project to be successful. Beyond actual…

Sage CRM Website Integration

Integrating Sage CRM with your website Integrating Sage CRM with your website can be a practical way to eliminate duplicate entry, capture more data, and generally be more efficient. Table of Contents Integrating your Contact Us Page…

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Recent Articles

Sage 100 CRM / Pilot Package

Kick Start your CRM strategy with a $1,950 Pilot

Example of Workflow

In June 2019, MobileX introduced new features, cementing its position as the best option to access Sage CRM from a smartphone. These new features include: (a) remembering your password, allowing for quicker, hassle-free access, and (b) allowing you take a picture of a business card and, from that picture, creating a Sage CRM record.

Sage CRM v2120R1

Don't fall behind. If you are using v2017 or earlier... it is time to upgrade

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Sage CRM Pilot Package

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©2021 – My CRM Manger is operated by Dan Cousins & Associates Inc. All rights reserved. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are property of their respective owners. This website is owned by Dan Cousins & Associates Inc. and is independent from Sage Software Inc. and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage Software Inc. regarding any product, service or website content. Certain materials made available on or through this website are owned by Sage Software Inc. and cannot be used without the prior written permission of Sage Software Inc. My CRM Manager – Dan Cousins & Associates Inc.

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