(on premise)

Effectively manage your customers

Sage 200 offers a customer relationship management module that can help you to manage your customer and supplier relationships, and offer the highest quality of service and support.

And because it works together with your accounting and stock processes, you get an informed view of the customer, helping you deliver joined-up customer service throughout the whole of your business.

  • Build strong customer relationships
  • Manage customer services with a single customer view
  • Find the answers quickly by building a central knowledge bank containing answers to known issues or questions
  • Monitor customer service performance

Easily manage your sales and marketing activity

No matter how, when or where your customers, partners and prospects interact with your business, Sage 200 helps you manage these important relationships easily and intuitively.

Optimise your marketing activity

  • Get the right message to the right people at the right time and plan, execute and measure targeted campaigns
  • Manage all your customer details including transaction history, multiple contact details and phone numbers
  • Use customer insights to help you retain customers
  • Easily create e-marketing campaigns with a range of templates to get you started

Empower your sales teams and increase conversion

  • Help your sales team achieve targets with tools to create, track and monitor leads and pipeline
  • Automated workflow and pipeline management tools, ensure opportunities are quickly progressed
  • Free your sales people up to focus on selling with instant access to the information they need
  • Allocate leads to the sales people best qualified to win the deal based on their skills and knowledge or territory