Modules


Open all Close All

Open Close
Resource Planner

Manages each resource-based user within your Sage CRM solution.

  • View available resources in customizable calendar within Sage CRM
  • Quickly create, edit and delete meeting information
  •  Notifies all resources regarding details about scheduled meetings
Open Close
Project Manager

Leverages on the capabilities of Sage CRM to provide a complete and comprehensive project management solution.

  • Capability to integrate with Sage 300 ERP 
  • Web Portal & Self Service option 
  • Track milestone achievements 
  • Project Analysis 
  • Custom Reports 
  • Time Tracking
Open Close
Contract Manager

Assists you in implementing standardized contract lifecycles to your business practices.

  • Customized Reporting
  • Notifications & Alerts
  • Customizable Dashboard
  • Contract Template Library
  • Security & Permissions
Open Close
Budget Planner

An effective budget planning and allocation management tool.

  • Graph and Margin Calculations
  • Edit Budget Summary Details 
  • Budget Line Items
Open Close
Event Manager

Effectively manage your events and memberships.

  • Integrated Web Portal allows your clients to register for events online 
  • Capability to Export customizable attendance lists 
  • Event Pricing Sponsorships 
  • Expenditure Tab
  • Budget Management Tab
Open Close
Mobile Service Signature

Capture your clients’ signature approval electronically on site in real time. The job sheet and signature approval will then be automatically stored to your Sage CRM solution. CRM Mobile Service Signature is compatible with the Apple iPhone, iPad, as well as Android phones and tablets.

Try or buy Sage CRM today

  • Available on-premise or in the cloud
  • Integrates with key Sage business management solutions
  • Rapid return on investment and low total cost of ownership
Sage .