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Sage CRM Functionality

Cloud Editions Comparison Guide Essentials

Professional

Base functionality

Functionality

Essentials

Professional

User administration

Personal user preferences

My CRM to manage my information

User management

Contact management - companies, people, address, phone, e-mail

Calendar management

Sage CRM Builder

 

Team CRM to manage workgroup information

Social media integration (Facebook, Twitter, LinkedIn)

Preloaded themes to change the look and feel of the UI

Business collaboration Interactive dashboard

Security

Cross-browser compatability

Reporting

Field Level Security to control data access

Microsoft Outlook Lite

Classic Microsoft Outlook plugin

Territory management

Roles-based security

 

Document management

Add, move, edit, merge, and rebalance territories

Export reports and lists to PDF

Customization capabilities

Export reports and lists to CSV

Screen/list management

Group management - mass tasks, document mail merge, group email, export

Field & caption management

Advanced find

Notifications

Multi-currency enabled

Advanced customizations

View management

Mobile CRM iPhone/Android phone optimized theme

Tablet optimized theme

Sales Lite for Apple iPhone Sales Tracker for Windows 8

 

Escalation rules (*Pre-configured only)

Sales opportunities

Opportunity pipeline management

Opportunity tracking

Sales forecasting

Quotes and orders management

Product management

Lead to opportunity conversion

Web to lead

Marketing & customer services Marketing automation Campaign management

Campaign group actions - email, outbound call list, export to CSV, mail merge

Outbound call handling

Knowledge base/solution management

Workflow/Workflow management

Integrations 

Developer interfaces SOAP web services API

Data management Data upload from CSV

Product list management

De-duplication

Forecast management

Database export

Manage relationship types

Key attribute data

Email & documents Spellchecking

Library management

Customer care Case management

Edit escalation rules (*Pre-configured only)

Real time SData feeds

Sales force management

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About Sage CRM Over 14,000 small and medium sized businesses across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success. Start your 30-day journey to business success now at www.sagecrm.com

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Sage CRM editions (NA)