SageCRM 2024 R2: What to Expect
Nick Rainbird • October 1, 2024
SageCRM 2024 R2 focuses on making the system easier to use, improving productivity, and enhancing security. This release helps businesses work more efficiently, delivering a better user experience and supporting future growth. With a roadmap extending beyond 2027, we are committed to ongoing innovation that will keep your business competitive!
Sage's new release for SageCRM in 2024 is ready to integrate with your Sage accounting system!
Whats to come in this release:
- The ability to view more folders in Exchange Online and change number of listed folders
- A refreshed and enhanced integration with Mailchimp including:
- Adding custom fields to Mailchimp audience
- Changes to Mailchimp merge tags
- Selection of Mailchimp email builder
- Support for workflow for quotes and orders
- Sage CRM Ally (beta) AI chatbot
- Improve Sage CRM performance by disabling chatbot
- Increased maximum field length
- RESTful API enhancements including support for new Query Parameters and Operators
- New English-language HTML Mail Merge templates
- Refreshed brand and corrected names for mobile themes
- Refreshed eLearning
- Updated User Assistance
- Supporting content on Sage City and Community
If you would like to find out more about the SageCRM 2024 R1 release please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.
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ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.


