5 Ways The SAGE CRM Module Can Help You


Gone are the days of fishing out business cards from the bottom of your wallet. The best part of living in the 21st century is that we can rely on technology to keep track of business leads and remember past conversations with clients. CRM, or Customer Relationship Management, is a genius solution that helps you manage your business relationships and store all your client data in one place. Because at the end of the day, the success of any business is not just about the quality of the product you’re selling – it’s also about the business relationships you make.

As a SAGE Total Access subscriber, you have access to our CRM module for absolutely free! Whether you need to send a quote to a client or you want to plan a follow-up with a lead, our CRM module makes it easier for you to manage your workday and your client requests. Below are our five ways the SAGE CRM module can radically help you improve your business.

1.  Simplicity

Who doesn’t want an easy solution to running a business? When you click on the homepage of our CRM module, it will show you an overall snapshot of your contacts, tasks, quick statistics, and calendar.

With all this information on one screen, you know exactly how to plan your day. Your most urgent tasks will appear in red in the center field, and all of your contacts will be listed in the left-hand side column. Your calendar will also show how many tasks you have scheduled for that day, giving you a clear idea of how many items you have on your to-do list.

Whether you’re scheduling a new task or adding history to your client, all your client’s contact information will be right there in plain sight!

2.  Integration

One feature that sets the SAGE CRM module apart from the competition is that it integrates with other features in SAGE Total Access.

Let’s say you want to take advantage of our pre-made monthly email campaigns. If all of your contacts are loaded into your CRM, you wouldn’t have to type out each individual email address. Just select which clients you want to receive a marketing email and click send! It’s that easy.

Now, let’s say that your email campaign was successful and one of your clients wants to meet for lunch to talk business.

After you’ve made the sale, you can place their order right there on your phone! When you go to the payments tab and select your client, all your customer’s information will populate the appropriate fields.


3.  Scalability

It’s one thing to think you’re improving your business, but it’s entirely another to actually see the results. The CRM module provides you with up-to-date statistics on your business.

From the Quick Stats section on the landing page of the CRM module, you can see your overall business growth on a daily, monthly, and yearly timeline. You’ll be able to see exactly how many new clients you gained, how many presentations you sent, how many quotes you created, and more!

If you want to view the statistics for a specific client, all you have to do is select your contact and click on the Stats tab on the far right.


These statistics allow you to share your progress with your team and inspire more collaboration. With the proper knowledge, you set attainable, measurable goals that will steer your work efforts in the right direction.

4.  Organization

This module not only provides solutions that help you keep up with all your customers, but it also gives you a platform where you can actively work on gaining more business.

When you click on a contact, you can set the rating and business potential of that client, making it easy to remember the priority of that client. You can also see that client’s presentations, tasks, orders, history, and more! Everything is organized and ready for you to plan your sales process.

5.  Client Retention

When you’ve got all your interactions and sales materials all in one place, keeping up with all your clients is a breeze.

Say goodbye to wondering what client received which email. Seeing your past interactions in your client’s history will refresh your memory on where you left off with that client. When your clients and potential clients see how prepared and organized you are, they will know they’re in good hands.

It’s no surprise that this industry can be cut-throat when it comes to competition. Sometimes, it can feel like it’s a fight between you and everyone else.

But, with the SAGE CRM module, you’re not going into battle alone. We provide the best business solutions to help you rise above the competition and come out on top. And because the CRM module is available on all SAGE platforms, you can use it on your Mac computers or whenever you’re on the go.

To discover more about what the SAGE CRM module can do for you, schedule a one-on-one training session with your account executive.

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