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Management Your rolodex on steroids! Sage CRM has a powerhouse of features to tame your contact list. Learn More Slide 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 Learn More Slide Accounting Integration Sage CRM provides the best integrations to Sage accounting programs, arming your staff with valuable information and functionality

Learn More Sage 50 CRM Slide Process Control Sage CRM can be used to enforce best practices within your organization. Learn More Sage CRM Process Controls Slide 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 Learn More

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. See the features listed below and in the 2-minute video provided.

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Sage 100 Integration to Sage CRM – enhancements November 2020

Throughout 2020 a ton of features have been added to the Sage 100 CRM integration

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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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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.Displays Year…

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Features

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…

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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

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Mobile access to Sage CRM – enhancements to MobileX

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.

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Sage CRM v2020R2

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

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We are the leading Sage CRM project management company in North America

We are the Sage CRM Experts.  Since opening for business in 2004, managing Sage CRM projects has been the exclusive purpose of Dan Cousins & Associates Inc. (aka My CRM Manager).  This singular focus over the past 15 years gives us a unique and experienced perspective.  We are exceptionally effective at making projects successful and have a methodical, proven approach.  From designing strategies and workflows that make sense to following through with proper training, we are your best option for Sage CRM direction and support.
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