Welcome to Sage CRM!
Initial Setup Checklist
1 Complete App Settings
Configure your business information, notification preferences, and contact details.
2 Configure SMS Settings
Set up your SMS gateway (Termii or Kudisms) to send order notifications to customers.
3 Add Products and Packages
Create your product catalog and package bundles for easy order processing.
4 Create User Accounts
Add your team members and assign appropriate roles (Staff, Supervisor, Accountant).
5 Set Up Product Form
Create an embeddable order form for your website or share the link with customers.
App Settings
Configure your business information and notification preferences to personalize your CRM experience.
Business Information
Business Name
Your company name that appears in emails and notifications.
Business Email
Primary email address for system notifications and customer communications.
Customer Support Phone
Contact number that will be included in SMS messages to customers.
Notification Settings
Daily Order Summaries
Receive email summaries of daily orders, revenue, and key metrics.
Low Stock Alerts
Get notified when product inventory falls below threshold levels.
Notification Recipients
Add multiple email addresses to receive system notifications (comma-separated).
SMS Settings
Configure your SMS gateway to automatically send order status updates to your customers.
Gateway Selection
Choose your preferred SMS service provider:
Termii
- Support for Generic and DND channels
- Balance checking available
- Reliable delivery
Kudisms
- Corporate SMS API
- Auto-balance updates
- Competitive pricing
API Credentials Setup
API Key
Your unique API key from your SMS provider's dashboard.
Sender ID
The name that appears as the sender of your SMS messages (must be approved by provider).
SMS Channel (Termii Only)
Choose between Generic (all numbers) or DND (Do Not Disturb numbers only).
Order Status Notifications
Enable SMS notifications for specific order statuses:
SMS Balance
Termii
Check your SMS balance anytime using the "Check Balance" button in settings.
Kudisms
Your balance is automatically updated after each SMS is sent.
VAT & Tax Compliance
Manage VAT calculations, generate invoices, and export tax reports with ease. Everything you need to stay FIRS-compliant and simplify year-end filing.
VAT Rate Configuration
Set and manage your VAT rate from the admin panel:
Default Rate
The system defaults to 7.5% (current Nigeria VAT rate).
Update VAT Rate
Navigate to Admin Panel → General Settings and update the VAT Rate field.
Recalculate VAT
After changing the rate, use the "Recalculate VAT" button on the Tax Reports page to update all existing orders.
VAT-Inclusive Pricing
All product prices in Sage CRM are VAT-inclusive:
Example Calculation:
- Product Price: ₦10,000.00
- Subtotal (excl. VAT): ₦9,302.33
- VAT Amount (7.5%): ₦697.67
- Total: ₦10,000.00
Formula: Subtotal = Total ÷ (1 + VAT Rate)
VAT-Exempt Products
Mark products as VAT-exempt according to FIRS guidelines:
How to Mark Products
Navigate to Admin Panel → Products → Edit Product, then check the "VAT-Exempt" checkbox.
Exempt Categories (Per FIRS)
- Basic food items (staples, fresh produce)
- Healthcare products and services
- Educational materials and services
- Electricity and essential utilities
Tax Reports Dashboard
Access comprehensive VAT reports from the Dashboard → Tax Reports menu:
Summary Cards:
Filtering Options:
- Filter by custom date range (start date to end date)
- View detailed order breakdown with VAT per order
- See invoice status for each order
Available Actions
Export VAT Report (CSV)
Download complete VAT report with all order details for accountant or FIRS filing.
Generate Missing Invoices
Create sequential invoice numbers (INV-2026-0001, etc.) for orders without invoices.
Recalculate VAT
Update all orders with the current VAT rate (Admin only). Use after changing VAT rate in settings.
Invoice Generation
Sequential Numbering
Invoices are auto-numbered: INV-YYYY-0001, INV-YYYY-0002, etc.
Invoice Details Include:
- Business name and contact information
- Customer details (name, phone, address)
- Order items with quantities and prices
- VAT breakdown (Subtotal + VAT = Total)
- Invoice number and date
Access Invoices
Click the invoice link in the Tax Reports table, or visit Orders → Order Detail → Generate Invoice.
CSV Export Format
Exported VAT reports include the following columns:
| Column | Description |
|---|---|
| Order ID | Unique order identifier |
| Date | Order creation date |
| Customer Name | Full customer name |
| Customer Phone | Contact number |
| Products | Ordered items |
| Subtotal (₦) | Amount before VAT |
| VAT Amount (₦) | Calculated VAT |
| Total (₦) | Final amount (incl. VAT) |
| Invoice Number | Sequential invoice number |
| VAT Status | Taxable or Exempt |
Who Can Access Tax Reports?
Year-End Tax Filing Workflow
Follow these steps for smooth tax compliance:
-
1
Set Date Range
Navigate to Tax Reports and set the date range (e.g., Jan 1 - Dec 31, 2026).
-
2
Review Summary
Check the 4 summary cards to verify total revenue, VAT collected, and taxable vs exempt sales.
-
3
Generate Invoices
Click "Generate Missing Invoices" to create invoice numbers for all orders.
-
4
Export CSV Report
Click "Export VAT Report (CSV)" to download the complete report.
-
5
Share with Accountant
Send the CSV file to your accountant or use it for FIRS filing.
User Roles & Permissions
Sage CRM offers 4 user roles to help you manage your team effectively. Each role has specific permissions tailored to their responsibilities.
Admin (Business Owner)
Full CRM access - Intended for business owners or managers.
Can Access:
- All dashboard features and reports
- Complete Admin Panel access
- Order, customer, and inventory management
- Payment records and financial data
- Staff performance and statistics
- SMS marketing and ad spend tracking
- User management and settings
- Subscription and billing management
Supervisor
Management features - For team leads and operations managers.
Can Access:
- Dashboard and orders
- Customer management
- Payment records
- Inventory management
- Staff performance reports
- CRM statistics and analytics
- SMS marketing
- Ad spend tracking
Accountant
Financial features - For accounting and finance personnel.
Can Access:
- Dashboard and orders
- Customer information
- Payment records (view, create, edit)
- Inventory management
- Tax reports and VAT compliance
- Financial reports
Staff
Basic order management - For order processing and customer service teams.
Can Access:
- Dashboard (orders assigned to them)
- View and update order status
- View customer information
- Process deliveries
- Update inventory (agents only)
Quick Permissions Comparison
| Feature | Admin | Supervisor | Accountant | Staff |
|---|---|---|---|---|
| Orders Management | ||||
| Customer Management | ||||
| Payment Records | ||||
| Inventory | ||||
| Statistics & Reports | ||||
| Staff Performance | ||||
| SMS Marketing | ||||
| Ad Spend Tracker | ||||
| Admin Panel | ||||
| Tax Reports & VAT | ||||
| User Management |
Admin Panel Guide
The Admin Panel is your control center for managing all aspects of your CRM. Only Admin users have access to these features.
Orders Management
Comprehensive order management with advanced filtering and export capabilities.
Features:
- View all orders with detailed information
- Filter by status, date, assigned staff, and more
- Bulk actions for efficient processing
- Export orders to CSV/Excel
- Track order history and status changes
Customer Management
Maintain your customer database with complete contact information and order history.
Features:
- Add, edit, and manage customer profiles
- View complete order history per customer
- Search and filter customer database
- Export customer lists
- Track customer lifetime value
Products & Packages
Create and manage your product catalog and bundle packages.
Features:
- Add products with pricing and descriptions
- Create package bundles for combo deals
- Manage product availability
- Set up product forms for online ordering
- Generate embeddable order forms
Inventory Tracking
Monitor stock levels and agent inventory for efficient operations.
Features:
- Track product stock levels
- Monitor agent inventory
- Low stock alerts and notifications
- Inventory movement reports
- Stock adjustment capabilities
Payment Records
Track and manage all payment transactions with detailed records.
Features:
- Record payments for orders
- View payment history and summaries
- Filter by date, amount, and status
- Export payment reports
- Track who recorded each payment
SMS Marketing
Send targeted SMS campaigns to your customer base.
Features:
- Create and save SMS templates
- Send bulk SMS to customer segments
- Filter customers by order status or date
- Track SMS delivery and logs
- Monitor SMS balance
Ad Spend Tracking
Monitor your advertising expenses across different platforms.
Features:
- Create ad accounts for different platforms
- Track daily ad spending
- Compare ad spend vs revenue
- View spending trends and analytics
- Export ad spend reports
User Management
Create and manage user accounts for your team members.
Features:
- Add new users with roles
- Edit user information and permissions
- Set maximum orders per day for staff
- Reset user passwords
- Activate or deactivate accounts