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Sage CRM integration

SAGE CRM INTEGRATION

FOR YOUR TELEPHONY SYSTEM

We deliver seamless Sage CRM telephony integration that enhances how businesses interact with customers over the phone. With Enconvo’s system, incoming and outgoing calls are transformed into intelligent, efficient touchpoints – improving productivity, personalisation, and CRM engagement.

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Enconvo Contact CRM Integration Screen Pop
CLOUD PHONE SYSTEM AWARDS AND ACCREDITATIONS:
best ucaas provider in emea for cloud phone systems
Microsoft solution partner for cloud phone systems

RECOGNISE SAGE CRM CONTACTS INSTANTLY

When a call comes in, Enconvo’s system instantly recognises the caller based on the phone number and displays a non-intrusive pop-up. This real-time notification is fully customisable, pulling any available data from Sage CRM – whether it’s a client name, case ID, or even previous orders. This allows users to personalise the call immediately, boosting professionalism and customer satisfaction.

With a single click, users can jump straight into the caller’s Sage CRM profile, ensuring full context is at their fingertips. Additional buttons can be configured for key actions – like opening related tickets, triggering workflows, sending templated emails, or opening another integrated CRM.

  • DID YOU KNOW?

When a team member transfers a call to a colleague or another team, the screen pop will also appear for that recipient. Meaning all areas of the customer journey are covered with relevant information at your teams fingertips.

FAST OUTBOUND DIALLING WITH SAGE CAMPAIGN LISTS

Outbound calling is just as efficient. With click-to-call functionality, users can dial directly from Sage CRM – eliminating manual number entry and reducing call errors. Whether calling from a contact card, activity list, or another CRM record, Enconvo makes communication instant and intuitive.

USE SAGE CRM ALONGSIDE OTHER CRMs – WITHOUT SWITCHING

A FLEXIBLE, FUTURE-READY APPROACH

Most screen popping solutions restrict you to a single CRM or charge extra for each additional integration. With Enconvo’s solution you can… 

  • Connect to multiple CRMs simultaneously, allowing teams to continue working in the systems they know best. 
  • Support different platforms across departments without any workflow disruption. 
  • Enable a single agent to access multiple platforms at once, ensuring a complete view in every conversation. 
  • Avoid costly, time-consuming migrations by allowing each department to continue using the CRM that best suits its needs. 

Imagine Customer Support on Zendesk, Sales on HubSpot, and Finance on NetSuite:  all connected and fully screen popping ready. 

Sage CRM integration
Enconvo Contact CRM Integration Screen Pop
CRM Screen Pop containing outstanding ticket information
Click-to-dial direct from your CRM’s campaign list
Click-to-dial direct from your CRM’s contact profile

    KEY BENEFITS

    • Click-to-Call: Launch calls from Sage CRM via hotkey or mouse click.
    • Caller Recognition: Instantly identify incoming callers and show CRM details.
    • Customisable Pop-Ups: Choose which CRM fields appear – tailored to your sector.
    • Real-Time Screen Pop: One click opens the caller’s Sage CRM record.
    • Multi-CRM Support: Recognise contacts from multiple systems simultaneously.
    • Duplicate Handling: Manage multiple matches for the same number effectively.
    • Daily CRM Sync: Automated updates ensure contact data is always current.
    • Transfer Support: Caller info stays visible even after transferring calls.
    • Action Buttons: Configure up to 5 shortcuts – trigger workflows, emails, or open external apps.
    • Microsoft Teams Integration: Fully compatible with Teams for CRM-connected calling
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    SECURE, DIRECT INTEGRATION WITH SAGE’S CRM API

    Setup is fast and straightforward. Only a few company-specific details need to be provided to complete setup. Once installed, the integration is ready to run across the entire organisation.

    As new contacts are added in Sage CRM, Enconvo’s CTI-powered system automatically syncs and recognises them – ensuring reliable and up-to-date operation at all times. The integration communicates directly with Sage CRM via its dedicated API, guaranteeing a secure and seamless connection.

    FULLY OPTIMISED FOR SAGE WORKFLOWS

    Our CTI solution is a fully cloud-based. Enabling it to be deployed anywhere. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.

    REQUEST A QUOTE ON A PHONE SYSTEM
    THAT INTEGRATES WITH SAGE CRM

    Your information is 100% secure.

    WHY CUSTOMERS LOVE OUR CLOUD PHONE SYSTEM

    Glass Manufacturer, Oldbury
    ★ ★ ★ ★ ★

    Oh how I wish I had done this sooner! Seamless transition, great communication, from Mike who initially visited and unpicked our telecoms nightmare, through to Lynda, Seth, Scott and Hannah. Everyone was helpful and 100% focused on delivering the promise of a better system and service.

    Manufacturer, Halesowen
    ★ ★ ★ ★ ★

    Having worked with Enconvo for over ten years, we find them both reactive to problems and proactive about saving us money. They are a pleasure to deal with, always answer the phone promptly and don’t have the dreaded call centre approach.

    Manufacturer, Shropshire / Global
    ★ ★ ★ ★ ★

    We wanted a local telecoms provider that was able to ensure a fast response time in the instance that there were any issues that needed resolving quickly and Enconvo were able to provide us with the communication solution we needed to achieve maximum productivity and efficiency throughout the business.

    Real Estate Agents, Midlands
    ★ ★ ★ ★ ★

    We have been a customer of Enconvo for 5 years. Our account managers are fantastic in identifying our needs and ensure that we have the best telephone technology at the best possible rates. Although they are a large company, they have the ‘personal touch’.

    Keith Wiseman
    ★ ★ ★ ★ ★

    Employees simply plugged the phones in and followed the over the phone instructions delivered by our engineers. Not only have the video conferencing and plug and play capabilities already made a difference to the way Baumot UK communicates, but the ability to download any apps from the Google Play Store straight onto the phone has been a huge hit

    Phil Lewin
    ★ ★ ★ ★ ★

    Another benefit that the school is enjoying is the seamless integration between the phones and its CRM system. This allows the staff to have everything in one place, whether it be contact details of a parent, medical details of a student or voicemails and emails that need responding to.

    Steven Way
    ★ ★ ★ ★ ★

    The bespoke Enconvo Contact app works much better than generic, white-labelled apps that we’ve used previously. We really like using the softphones on the laptops

    Peter Phillips
    ★ ★ ★ ★ ★

    Easy with great communication…“the telephone system is extremely important for our business

      YOUR QUESTIONS ANSWERED ON CRM INTEGRATION:

      Does Sage CRM have CTI integration?

      Enconvo’s Sage CRM integration lets you make and receive calls, check voicemails, and access call recordings directly inside Sage CRM. It works with both your current phone system and Enconvo’s voice platform. All call data, notes, and customer info sync automatically – so there’s no need to enter things twice. This saves time and helps your team stay focused on conversations, not admin work.

      Does Sage CRM integrate with VoIP?

      Yes, Sage CRM can integrate with VoIP tools – but only if the VoIP provider supports Sage CRM integration. Before choosing a VoIP service, it’s a good idea to check if it works with Sage CRM and how easy the setup is. Some integrations are quick and simple, while others may be more complex.

      Can you make phone calls from Sage CRM?

      Yes, you can. With our integration you can click-to-dial straight from Sage CRM, whether you’re within a contacts profile or a campaign list. The integration will include features like click-to-call, call logging, and automatic data syncing to help boost productivity.

      What is a CTI for Sage CRM?

      CTI (Computer Telephony Integration) lets you make real-time phone calls from your computer or mobile using a softphone built into the Sage CRM interface. It streamlines calling without needing separate phone hardware.

      What are the benefits of getting Sage CRM phone integration?

      A Sage CRM-integrated phone system keeps all customer communications in one place. You can take calls without switching screens, and it automatically logs call details – saving time and reducing manual data entry.

      How much does the integration with Sage CRM cost?

      The cost of Sage CRM phone system integration can vary based on your setup needs. A straightforward setup – where all teams have the same access and features – is typically more cost-effective. More complex configurations, such as giving specific team members access to tailored information through screen pops, may increase the overall cost. Request a quote from Enconvo today.