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Average Ratings 5 Ratings

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features
design
support

Description

SAM Service Manager is a flexible solution that can be tailored to your business's needs. It is suitable for both engineering and service businesses. The software has many features that will help you keep your business organized and ensure customers are informed about any outstanding jobs. You can manage assets and jobs, as well as resource planning. You can also get information about the profitability of a job.

Description

Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AMT ERP No 
Actin Time No 
BuiltSpace No 
Cyclr No 
Dever Dispatch No 
Encompass CX No 
Epicor Propello No 
FieldPro No 
FileHold No 
Footwear & Apparel Management No 
GA Connector No 
PEDYN P2000 No 
PlanningPME No 
ProLinc No 
SwiftCase No 
TimeLinx No 
Visual Planning No 
Wellspring for IP Management No 
Zynk No 

Integrations

AMT ERP Yes 
Actin Time Yes 
BuiltSpace Yes 
Cyclr Yes 
Dever Dispatch Yes 
Encompass CX Yes 
Epicor Propello Yes 
FieldPro Yes 
FileHold Yes 
Footwear & Apparel Management Yes 
GA Connector Yes 
PEDYN P2000 Yes 
PlanningPME Yes 
ProLinc Yes 
SwiftCase Yes 
TimeLinx Yes 
Visual Planning Yes 
Wellspring for IP Management Yes 
Zynk Yes 

Pricing Details

£39/month/user
Configuration and data migration charged extra.
Free Trial Yes 
Free Version No 

Pricing Details

$45 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SAM Software Solutions

Founded

2007

Country

United Kingdom

Website

www.samsoftware.com/features

Vendor Details

Company Name

Sage Software

Country

United States

Website

www.sagesoftware.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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