Improve Sage CRM Usability and Adoption


Outlook integration for Sage CRM

Tired of copy and pasting emails to CRM? Sales team not updating CRM with contact details? CRM User adoption is poor and stalling the project? All of these issues are solved with Accellerator, CRMTogether’s Sage CRM Outlook Integration.

  • Update CRM data from Outlook
  • View Customer History
  • Convert emails to Companies, Contacts, Leads, Opportunities and Cases
  • Consistent Customer Experience
  • Email templates
  • Give emails a CRM Context with tagging
  • Log phone call information
  • Access your CRM Addresses
  • File Emails and Documents

Customer 365

Self service portal

Customers complaining about visibility on issues? The support team is overwhelmed by emails? Wish you could move a customer action online? Provide excellent customer service with your own company branded Sage CRM self-service portal.

  • Central Document Repository
  • Case Management
  • Knowledge Base
  • Case notes, files and screenshots
  • Allow customers to review old cases
  • Customer information
  • Track Software and Document Downloads
  • Control Access and Password Recovery
  • Responsive UI
  • Sage CRM Orders and Quotes
  • Extend and Brand

Mobile X

Mobile Web App for Sage CRM

Remote sales don’t have access to customer data? Sales have to wait to return to the office to log updates? You can’t customize the system as you want? Need to file emails from your smartphone (iOS/Android)? Mobile X can do it all. Now with Office365 Outlook Integration.

  • Navigate your CRM data
  • View and update your CRM data
  • Log Information on the go
  • View your Sales Pipeline
  • Bookmark Data
  • Ping Colleagues
  • Upload Files and Photos from your mobile
  • Extend/customize to suit your business

Crystal Manager

Access Crystal Reports from Sage CRM

Sage CRM reports don’t look professional enough? No visibility on what reports were run? You have a bunch of Crystal Reports created and just want your team to access them via Sage CRM? Now you can access Crystal Reports online with Crystal Manager for Sage CRM

  • Access your Crystal Reports directly from Sage CRM
  • Control Access to Reports
  • One-Click Reports
  • Export your data

Open Source

Open Source software for Sage CRM

CRM Together develop and provide FREE components for Sage CRM. This includes all the source code and is covered by the MIT license. The aim here is to help Sage CRM partners and customers deliver successful implementations of Sage CRM. Some of these free offerings include:

  • Rapid Item Picker
  • Inline Editing in Sage CRM
  • Sage CRM Signature fields
  • WYSIWYG Editors in Sage CRM


Our Sage CRM experts are ready to answer any questions you may have. Use the contact form or contact a department directly below:

General Inquiries:

Sage CRM Sales:
1-800-719-3307, press 2

Sage CRM Support:

CTA Form - New

  • Hidden
  • This field is for validation purposes and should be left unchanged.

WordPress Image Lightbox Plugin