Sage CRM Software

Improve client relationships and grow your business with an enhanced view of your customers through Sage CRM.

What is Sage CRM?

Sage CRM software allows you to understand your customers better and improve client relationships. Engage with new and existing customers by using accurate data to automate communications across departments.

Sage CRM is a flexible solution and often forms part of the company’s cloud-based ERP environment. It’s also used as a module for Sage 50cloud or Sage 200cloud.

Sage CRM is ideal for small to medium-sized businesses looking for reliable CRM solutions that help drive growth and source new opportunities.

What can Sage CRM do?

Understand and connect with your customers

Sage CRM allows your business to see and record every detail about your customers, from interactions to general information.

Manage and nurture customer relationships

With Sage CRM, you can make sure that each customer interaction counts, helping to build more fruitful relationships.

Track and monitor customer sentiment

The Sage CRM system allows third-party tool integration, such as MailChimp, to launch marketing campaigns and track performance.

Increase customer satisfaction and loyalty

Gain a deeper understanding of customer satisfaction levels, track loyalty, view your end-to-end life cycles, and seek up-selling/cross-selling opportunities.

Sage CRM Modules

Sage CRM gives you flexible integrated modules to create a bespoke solution and improve your business experience.

Sage CRM for Sales

Manage revenue, reporting and forecasting processes through Sage CRM for Sales.

  • Nurture and manage opportunities by recording all interactions.
  • Speed up the sales process by increasing productivity, making it easier to raise quotes and orders.
  • Forecast easier and further, allowing you to make more informed business decisions.
  • Track team performance to help drive improvements and ROI.

Sage CRM for Marketing

Take greater control of your marketing strategy and campaigns to help deliver business and Sales growth.

  • Manage all aspects of your marketing campaigns, integrate 3rd party marketing tools for a holistic experience.
  • Nurture opportunities with potential new customers through lead scoring, allowing you to convert to a Sales opportunity at the right time.
  • Track and monitor campaign performance to ensure you maximise ROI and promote success.
  • Target your marketing spend to the most effective tools and platforms that work for your business

Sage CRM for Customer Service

Improve and build upon customer satisfaction and retention with Sage CRM, giving customer services teams more opportunities.

  • Maintain high levels of customer satisfaction by responding to queries quickly.
  • Seek resolutions faster by assigning messages or cases to the relevant team and person.
  • Improve productivity by automating processes.
  • Ensure SLAs are maintained and improved by tracking critical metrics

The benefits of Sage CRM for your business


Sage CRM will help source, maximise and deliver new revenue opportunities with cross-selling and up-selling features. You’ll have the power to improve and speed up your sales process.


As a cloud-based solution, your Sage CRM solution will always have the most up-to-date security patches automatically installed.


Reduce manual tasks and automate your processes, freeing up time to focus on your business.

Integration & Customer Experience

Connect Sage CRM to other business-critical applications, such as Office 365 and MailChimp, delivering an improved end-to-end customer experience.


Connect Sales and Marketing, allowing customer-facing teams to work together, reducing silos and improving communication.

Data & reporting

You’ll receive real-time information 24 hours a day. Sage CRM is able to automate report and notify your team automatically, saving you valuable time.

Why choose BCN for Sage?

As a leading Sage Business partner with more than 12 years of experience with Sage integrations and support, we are committed to helping you organise your business finances. Therefore, we came up with the BCN Group Sage Promise Charter to demonstrate and deliver the best possible solution, which includes:

Most competitive Sage Support

We believe that quality and service shouldn’t have to cost the earth. Therefore, our Sage Support agreements are the most competitively priced in the UK.

Year-end consultations

We understand that the financial year-end is hectic and can throw up challenges. That’s why our Sage consultants are here to assist you during this period, providing guidance and checking all the critical information is in place. Their presence also means you can submit your annual financial statements with complete peace of mind.

Industry-leading SLAs

We have a UK team of Sage experts who are on hand to answer any queries you may have and resolve issues fast.

Sage fair pay for new licences and renewals

We believe in giving our customers a fair price for their new or renewal licences, which is why we only charge a small, standard handling fee. Beware, some companies may add a handling charge of 25% upwards.

Sage thought leaders

As a Sage Strategic Partner, we hold the knowledge and experience to help you get the most from your Sage software. For instance, we’ll keep you up-to-date with industry news, regulations and legislation. Our team also collaborates with Sage and other add-on partners to deliver updates, training, and events.

Special offer pricing to you

We work closely with our partners to provide you with the best pricing models available. If they are running seasonal offers, free trials, etc., we will always pass them directly to you.

Dedicated Account Manager

At BCN Group, we believe in forming close working relationships with our clients. As such, you will receive a dedicated Account Manager who will get to know your business and its unique requirements. Having a direct point of contact means you get the most value from your software and can resolve any queries quickly.

BCN Group’s Sage Service

Like all of our Managed IT Support Services, Sage CRM Support aligns with BCN’s three-step methodology:


Discover and propose

Step one is to understand your business, objectives, and any challenges. Our goal is to deliver the optimum Sage 50 solution, both commercially and technically, to meet your needs. We then reach a consensus on the metrics and KPIs that define success for you.


Transform and adapt

Whether we are streamlining, implementing, commissioning, configuring, re-configuring or transforming your Sage 50 software, this stage comprises solutions to achieve your objectives. All managed and delivered by your team of BCN specialists and led by a dedicated project manager.


Manage and evolve

Through metric tracking, we provide ongoing recommendations and hands-on Sage support for continuous improvement. Our proactive approach offers continuous enhancements, including uptime, protection of mission-critical data, reduced incidents — all helping to match your environment against any business objectives.

Find out how BCN Group can support your business

Speak to our dedicated Sage team today to see how we can help manage your business’ accounting needs.