We are introducing a new name and visual identity to continue offering the best AI-powered CRM for sales teams.

We have obtained the international Best Ease of Use badge from Capterra. And Software Advice (also from Gartner) has included us in the list of Front Runners in the Sales Force Automation category.

HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.

The Sage Sales Management 5500 mobile app is Uber for retirement plan prospecting.

MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.

Via HubSpot and Zapier you can easily create your form and stick it to Sage Sales Management, to skip the process of inserting manually those leads into the CRM.

When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.

There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.

How are you currently tracking retirement plan leads and opportunities?

Sage Sales Management 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM

One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.

Discover the quick tips & customizations to make your CRM more effective than ever during the COVID-19 outbreak.