Case Study: Dixon Advisory achieves a single client repository and workflow automation with Sage CRM

Dixon Advisory chooses Sage CRM and Sage 300 ERP for Relationship and Business Process Management

Dixon Advisory, a leading independent Australian financial advisory firm that grew from three employees to more than 350 and now serves over 15,000 families with $4 billion in assets across multiple offices, faced a major systems challenge: legacy small‑business solutions and multiple contact databases made it impossible to get a single view of clients, causing duplication, inconsistent communications and operational friction as the business scaled.

With Accsys Consulting, Dixon implemented Sage CRM integrated with Sage 300 ERP (on SQL Server), migrated millions of documents, built automated workflows and added targeted email marketing. The result: a single repository for client information that serves as document management and workflow engine, reduced duplication and inconsistent messaging, faster targeted communications, streamlined billing and HR integration, and improved ability to deliver scalable, personalized client service.

Dixon Advisory

Andrew McPhillips

Chief Technology Officer