Video calls - Sage Sales Management

Sage Sales Management ERP, accounting and billing integrations logos

Most popular video conferencing platforms now integrated

Integrations to make video calls. Sage Sales Management reminder widget.

Streamline your communication efforts

Connect to your favorite conferencing platform, create, join and review recordings directly within Sage Sales Management – from both desktop and mobile.

Learn how to setup Zoom Learn how to setup Microsoft Teams

Mobile with Sage Sales Management app with video call implementation

Run your meetings directly through your CRM

Get reminders for upcoming video conferences and launch them directly within Sage Sales Management, from your desktop or your mobile app.

All collaborators and contacts added to the event will receive an email invite with the Zoom or Teams link to access the video conference.

Screen to add information during a video call

Prepare for your next video call

Go over previous interactions, review key data, and take notes during the meeting - all without leaving your CRM.

Video call mapping with CRM integration with Microsoft Teams

Seamlessly connect video calls to accounts

Thanks to this integration, each online meeting will be automatically assigned to the appropriate account, giving you a complete view of your team's interactions with every account.

Recordings are saved for easy access and review.