Set your sales team free and automate sales order creation

And use our tools to drive callbacks and customer care

Upgrade Your Sales Funnel

Uses the native Sage API

You may already have this installed, if not it's free to use for existing Sage 200 customers. No more buggy 3rd party APIs and maintenance fees.

Fully Online

Access Mashoom from anywhere with free updates and no installation. We don't charge per user, so all your team can have access to data about your customers.

Drive callbacks

Mashoom's mission control allows tasks to be setup for contacts and quotes, allowing a team to work through chasing a result for new leads or quotes.

Fully Featured Quoting

Create contacts and build quotes outside of your accountancy package, avoiding clutter in your sales ledger. If the quote is accepted, the contact is created and sales order sent to Sage.

Stock, Pricing and Currency Support

All automatically synced with Mashoom. Use Mashoom in multiple regions and with all your existing stock and pricing setup.

Access to Mashoom's API

Use Mashoom's API as a gateway to Sage. For instance a web shop can send new contacts and sales orders to Sage via Mashoom directly.

Monitor and Action Callbacks

We call it Mission Control

List all of the tasks you need to complete in chronoligical order, allowing a simple workflow to call prospects or customers and log the result.

A simple chart shows you how the team is getting on; how many tasks are overdue and how many are there overall.

Enabled for the Quote and Contact module; chase sent quotes and prospects or just set a reminder to check in with a customer.


Advanced Data Management

Mashoom's CRM is underpinned by our bespoke data engine, allowing you complete control over what data you collect and advanced data analytics to use it

The power to:

  • Create your own sales funnel steps
  • Split your contacts into segments, and collect different data for each
  • Create segments within segments; a powerful way to define your data
  • Build lists using "AND" and "OR" statements across all your data
  • Lots of different data input types, including files!

Simple Onboarding

Mashoom can be setup with all your data synced within an hour, depending on your database size.

However we offer our free onboarding service to take you through this setup and make sure you are comfortable.

Book a consultation call

We will listen to your business requirements, and work through a appropriate deployment plan and setup your system for you if required.

Testing and Deployment

Use our used based pricing to have as long as your want to test the system with a small team. Get comfortable without spending big money.

Scale Up

Once you are comfortable with the system, add more users to your account and scale up. Our friendly and prompt support is always at hand.

Contact Us For A Demo Today

James will get in contact with you and arrange a date whereby we can show you what we have to offer.

Our ethos is to be straightforward, no nonsense and honest. We will show you what our software can do and give you an idea of pricing, so you can make an informed decision as to whether we are right for you.

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