Integrating Sage Business Cloud Accounting with Capsule provides seamless synchronization of customer and supplier data, saving you valuable time and avoiding duplication.
Easily add customer and supplier details to Capsule, and the integration automatically keeps records in Sage Business Cloud Accounting up to date so that you only need to change them in one place.
Get quick access to important financial information as contacts progress from an initial enquiry through to a sale.
Capsule also includes a convenient summary of invoices and overdue amounts right alongside customer details, so you’ll easily have the facts at your fingertips whenever you need to speak to them.
Frequently Asked Questions
Sage CRM is designed to elevate the customer experience by providing a comprehensive platform for managing client information, tracking customer interactions, and history, and ensuring that every touchpoint with customers is positive and personalized. It enables businesses to create a centralized database of customer details, making it easier for teams to access and manage client information efficiently, ensuring a seamless customer relationship management process.
Yes, Sage CRM can integrate with Sage 50cloud Accounting, Sage Fixed Assets, and Sage X3, among other Sage products, offering a unified business management solution. This integration allows for seamless data flow between CRM and accounting, asset management, and ERP systems, providing businesses with a holistic view of their operations. It simplifies processes like billing and tracking, ensuring that sales teams have access to the most current financial data and asset information, which helps in making informed sales decisions.
Sage CRM is particularly valuable for sales teams in sectors like construction and real estate due to its ability to manage complex sales cycles, track leads, and maintain detailed client information. With features tailored to these industries, such as Sage Intacct Construction, it offers tools that help businesses track project progress, manage contracts, and handle billing efficiently. The CRM's focus on providing the best value through efficient management software ensures that sales teams can connect with clients and manage leads more effectively, driving positive experiences and sales growth.
Sage CRM supports efficient team collaboration and lead management worldwide by offering cloud-based access and integration capabilities with other Sage products, like Sage 100cloud. This global accessibility ensures that teams can track, manage, and connect with leads and customers from anywhere, fostering collaboration and enabling businesses to market and sell more effectively in any region. The software's tools and services are designed to accommodate the needs of diverse teams, helping them stay aligned and focused on providing the best customer service and achieving sales targets.
The key benefits of using Sage CRM for billing and tracking in the sales process include streamlined invoicing, accurate sales tracking, and enhanced financial oversight. By integrating with Sage accounting solutions like Sage 50cloud Accounting, businesses can automate billing processes, reduce manual errors, and ensure timely invoicing. The CRM's tracking capabilities also provide sales teams with real-time insights into sales performance, customer payment history, and outstanding balances, enabling more effective sales and financial management.
Sage CRM, particularly when used in conjunction with Sage Intacct Construction, helps businesses in the construction and real estate market to accept and process leads more efficiently by providing specialized tools for managing project-based sales. It allows for the tracking of leads through every stage of the sales funnel, from initial contact to closing. The system's ability to integrate with construction-specific modules ensures that sales teams can access project details, client requirements, and financial data in one place, streamlining the lead management process and improving the chances of successful conversions.
Sage CRM offers the best value for businesses aiming to improve their customer relationship management processes by providing a comprehensive suite of tools and services designed to enhance customer interactions, streamline sales and marketing activities, and improve overall business efficiency. Its ability to integrate with Sage's suite of business management solutions, including accounting, ERP, and construction software, means that businesses can enjoy a fully integrated system that supports all aspects of customer management, from tracking sales and managing leads to ensuring positive customer experiences.