We are the #1 email connector to Sage

Join Spotler with Sage CRM to increase efficiency, acquisition and retention with our best-in-class marketing automation integration. Making Sage CRM much more powerful. 


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Lead Generation with Sage CRM

By integrating Sage CRM with our lead generation software you can manage your website leads from within your CRM. From tracking their website behaviour to who the lead is assigned to in CRM. You can link records, see their lead score and link CRM records. That way, you’ll always be able to keep track of what your CRM accounts are doing on your website.

Set website alerts for your Sage CRM

Using our lead scoring feature with our alerts, you can have leads sent straight to your inbox when they have met the desired score. You can track this in your CRM, which is a good way of seeing which leads in your pipeline are sales-ready. With the alerts set up, you won’t even need to login to your CRM.

Feed customer & campaign data direct to your CRM

We can sync your lead and contact records with the data from your marketing campaigns. Be that email campaigns, surveys or events. You’ll have a record of all your contacts and leads key activities in a dedicated history table in your Sage CRM database.

Send behaviour-based campaigns

With our CRM integration, you’ll be able to create dynamic groups based on whatever criteria you like and send them to their own relevant campaigns automatically. Our ‘Send to Friend’ and ‘Web Capture’ functionality is also able to add new lead records to Sage CRM via referrals of your email marketing campaigns and new signups from your website.

Sage CRM marketing model integration

With our refreshing campaign support, contact and lead updates, our Sage CRM integration offers you unrivaled ease and speed of use. From field mapping to actions being written back and results reported in a custom dashboard. The automation integration service allows you to upload and download the data you need more effectively.

Our Sage support system

Our Sage CRM integration supports both the Microsoft SQL version and Oracle version, though it does not support SageCRM.com. But with our team of CRM experts and marketing specialists on hand, along with our open API, we can work together to create the integration you need. Just get in touch to discuss your needs.

Here’s Why Marketers Love Spotler

Engage leads & customers in real time

With interaction and behaviour data from Spotler and CRM data from Sage you can start delivering the right message, to the right person at the right time for very personalised journeys and campaigns.

Paid Ads

Within Sage, track all the details of your paid ads including search terms and the accounts who have clicked on your ad – giving you more leads, insights and a much clearer campaign ROI.

Reveal Contacts and Companies

Spotler gives you a complete view on the individuals and companies who visit your website directly within Sage, not just the contacts that fill out a form.

This means you can start to see all the new leads for your sales team within Sage and what your current pipeline is interacting with on your website, over emails and social channels.

Sync & Segment Data

You can segment your data within an inch of its life. Whether you want to break down your data based on demographic data (location, business size, industry, job title) or you want to prioritise your sales calling time based on website or email activity.

It’s all readily available to query in Advance Find. Now you can effortlessly segment your email campaigns and increase your engagement through targeted marketing communications.

Dashboards for Sales & Marketing

With our Sage integration, you can create multiple dashboards that reflect your killer values for all teams to access. From marketing funnels to sales pipelines, you make the criteria as complex as you like.

Whether it be leads from specific marketing channels, or leads based on their position in the buying journey. Ensuring your sales & marketing teams are targeting the right leads with the right information.

Real-Time Data

See website, social, paidads, email activities in real time from your Sage CRM. From your leads very first interaction with your website to their entire website journey and their total lead score.

All data collected is fed directly into your CRM as it happens, creating one single view at your fingertips. That includes who owns the account and all notes collected along their buyer journey.


Sending out via Spotler means you will have your own dedicated sending domain, and you will be able to predict your deliverability before you send your email campaign.

Our AI also learns your data and measures audience reactions, which helps you create the most effective email campaigns going forward

Multi-Channel Reporting

Report on the progress and results of your marketing campaigns across all channels. Create multiple reports based on your chosen criteria to analyse your key marketing efforts and identify your performing channels.

Ensure sales are following up your leads and identify where they are in the buying process from one simple view. Manage everything around your marketing in one place.


Through a support team you can get help via phone, email and live chat. You also have access to a help site and great marketing content to push you forward.

Account Management

A dedicated Account Manager will be your point of contact for the duration of your contract; helping you get the most of of not only the Spotler platform but also Sage!

Spotler, the best choice for for those wanting more from their Sage CRM

AI-powered software

Spotler is powered by its Ai intelligence and has great user-friendly features for all your marketing automation.

Onboarding & Support

Get a comprehensive start thanks to tailored onboarding & ongoing account management and support. Start off successfully and continue to be successful with Spotler’s marketing automation.. Quick responses and resolutions time gets you sending sooner. Live chat, phone or email we're on hand to help.

No.1 Sage Integration

Spotler has one of the best integration with Sage CRM allowing sales and marketing team to work form one platform and increase their marketing and output and lead generation activities

Great Security & Privacy

With pen tests, IP locks and two factor auth among our security, we have you covered. Also Spotler works in accordance with UK and European privacy legislation.

Marketing Services

Spotler offers core marketing services from template design and automation builds to content production and SEO – so if you need a little extra help we’ve got the skills.

Great tools at your disposal

Use the Spotler software to create engagement across channels and touchpoints


Compelling Landing Pages

Good landing pages have no distractions, no noise, no fluff – just the action you want the buyer to take.

Often on your main website you have multiple CTAs, and that is precisely why a landing page is a good solution to get the best conversions from your emails and PPC campaigns.

So get more newsletter sign ups, downloads of your brochures and basket checkouts? Make sure you use our conversion-oriented landing pages.


Web Forms & Survey

You can easily create web forms and surveys in Spotler.

Place them on a high converting landing page so that your target audience can easily register for an event, sign up for a newsletter, request documents or simply participate in your customer satisfaction survey.

With our drag and drop editor, you can easily drag every question to the right place and get the layout you want.


Amazing Pop-Ups

Pop-ups work so well at converting visitors! 

Strategically place them on your website to collect your visitors’ email addresses. You can design the pop-up completely in your house style and decide for yourself where and when the pop-up appears. 

Pop-ups are proven to increase conversions and lower bounce rate!


Target Groups

All marketers should want to segment their database and create targeted groups.

Customers with less than 3 months to go in their contract. Leads who took a free trial and then disappeared. With Spotler this is easy with our group builder, so you can create your target groups and segments to send personalised campaigns to.

Segment on all and any characteristics that are in the database and send emails with customised dynamic content. And the more relevant you are to the recipient, the greater the chance of conversion.


Personal Text Messages

Spotler also offers options for sending SMS messages. With the correct permission and mobile numbers in your database, you can run SMS campaigns in a fun, personal way.

Easily compose and send SMS messages to large target groups. Make it personal and even set them up as part your automatic campaigns along side emails communications.

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