Top 5 Sage CRM Consultants in North America

Software companies are a dime a dozen, unless they offer something truly substantial as part of what they market, be it either service or products.  What truly sets a great company apart from a merely ordinary company? The quality of its service, including providing great consulting service, before, during, and after a purchase. There is truly no better way to guarantee repeat business and customer loyalty.

When your business decides to purchase Sage CRM for accounting assistance, understanding the platform can be a daunting task at first. With some help and account structure, you will be an expert in no time. We have compiled a list of the top 5 Sage CRM consultants in North America to help you find the right person for you.

1. My CRM Manager (Formerly DCAA, Dan Cousins & Associates)


Dan Cousins has been exclusively managing Sage CRM projects since opening for business in 2004. What gives My CRM Manager a unique and experienced perspective is their 15 years of industry background with Sage CRM. Their methodical, proven approach to finding creative solutions using Sage CRM has given them the ability to make projects successful.

My CRM Manager’s main goal is to provide your business with strategies and workflows that make sense to your team. Through proper training offered by Dan himself, your team will become experts within weeks of creating your platform. You can expect to spend 60 – 120 days with the expectation to go live during the 5th and 8th week of setting up your project.

My CRM Manager has concentrated for years on Sage CRM and is thus an ideal consultant for each version of Sage. When you choose My CRM Manager, you can expect to receive services that include project design, training, and customer support in order to get your system up and running. Additionally, if you would like to customize your platform there are specific design options are available to you.

My CRM Manager is the preferred partner in North America for Greytrix; supporting their integrations with Sage 100, Sage 500, Intacct & Enterprise Management.  My CRM Manager is also the top reseller for CRM Together, the publisher of powerful third-party add-ons for Sage CRM including Accelerator, MobileX, 365 and Crystal Manager.

It is important to note that at the beginning of the new year, DCAA was rebranded as My CRM Manager. Their new name centers attention to the company’s goal, to make each customer’s CRM the company’s focus.

2. DWD Technology Group


DWD Technology Group has some outstanding qualities that make it a superb choice as a consulting company for Sage CRM. The real driving force behind DWD Technology is their extraordinary level of client satisfaction. They achieve this high level of satisfaction by building solid, trusting relationships, in order to deliver on promises that have been made. 

DWD Technology Group offers a few of Sage CRM products like Sage 100, Sage 50, Sage HRM5, etc. Their team of Sage consultants can walk you through implementation and setup as well as training and support.

3. BCS ProSoft


With helping over 1,500 customers with their business management software, BCS ProSoft is an award-winning consultant and provider of accounting software to mid-sized businesses. Not only does BCS sell software for Sage CRM, but they partner with a provider to help their clients grow their business with the software.

BCSProSoft offers services, which include accounting, training, support, and consulting, and provides support for Sage Software. Their consulting services include system design and re-design, file clean-up, module configurations, system add-ons, and analyzing your current business practices.

4. Kerr Consulting


Kerr Consulting has been in business for over 25 years and has an enormous amount of expertise in cloud technology and business applications. They are one of the top installers of CRM technology and provides consulting services for Sage CRM. Kerr provides creative solutions to small and medium-sized businesses who are interested in innovative technology strategies.

With the help of Sage CRM software, your company can eliminate duplication of work, and allow your teams to work faster and smarter forecasting sales, acquiring leads, and closing deals.

5. Martin and Associates


Martin and Associates have been consulting for CRM software for over 25 years. Their team of experts is certified by Microsoft, Sage, and Acumatica in order to provide you with the best solutions to your business’s problems. Their staff is dedicated to implementing, training, and supporting information systems to make sure every client’s platform is built for success. They are able to help small and medium-sized businesses. 

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