Sales Automation

SageCRM, puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast, and report on all phases of the sales cycle. With SageCRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world.

With SageCRM, sales cycles can be dramatically shortened, and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts, and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.

PDF SageCRM Version 7.1 Focused Sales Management



  • Pipeline Management
    Manage and analyze your pipeline, and maximize the ROI on every lead.
  • Territory Management
    Administer and change sales territories in the system.
  • Sales Forecasting
    Profit from a new level of control and predictability, and plan your operations with confidence.
  • Account Management
    Identify and recruit new clients, and resell to existing ones.
  • Reporting
    Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
  • Opportunity Management
    Manage all key opportunity data for maximum sales productivity and effectiveness.