Here are ERBS we pride ourselves on keeping up with the latest software upgrades, new features and the innovation of SageCRM in general, and then forwarding on this knowledge and opportunities to you, our customers. So in this tradition, this blog is bringing you, our community, all you need to know about the SageCRM refreshed mobile interface.

With the release of Sage CRM 2024 R2, Sage has introduced a refreshed UI that enhances the visual appeal and puts user needs at the centre of the design.

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The Evolution of Sage CRM's Interface

Rebranding. 

The journey towards the new Sage brand began with Sage CRM 2022 R2, where the rebranding process was first introduced. One of the most significant and immediately noticeable changes was the introduction of a new colour palette. The iconic combination of vivid green, black, and white now runs across all Sage products, giving the software a unified and recognizable appearance.

This isn't just about aesthetics; it's about aligning the interface with Sage’s core purpose:

By leading with black in the interface, Sage ensures its signature green "pops," creating strong visual contrast and improving accessibility. This shift is also about making the software easier to use, navigate, and understand for a wide range of users.

Have you noticed this rebrand and change in the usage of black vs the green? And how do you feel it has impacted your user experience, if at all? 

Reimagining Usability and Accessibility

The introduction of new icon sets and chart colours in Sage CRM 2023 helped to make information clearer and easier to digest at a glance. These updates were designed not just with functionality in mind but with a commitment to providing an accessible experience for everyone, regardless of visual impairments or device preferences.

Giving the user a great experience is key and always has been a priority at SageCRM. And therefore catering for those with visual impairments and catering for those with device preferences, we agree, is very important to include.

Optimising for Mobile Devices

During the initial rebranding in Sage CRM 2022 R2, the desktop interface received attention. Sage conducted a review of the mobile theme’s usability during the development of Sage CRM 2024 R1 and Sage CRM 2024 R2 delivers a refreshed mobile experience.

The mobile interface now features a more legible font, updated icons, and a revamped colour scheme. They are designed to improve the accessibility and overall usability of Sage CRM on mobile devices with smaller screens where it is not suitable to use the responsive main desktop interface theme typically used within tablets. This ensures that users can navigate the system quickly and effectively no matter where they are or what device they are using.

Sage CRM 2024 R2 has also refined the names of mobile themes to be more descriptive, making it easier for Administrators to select the right theme when customizing and extending the user interface. This not only aligns with the documentation but also helps to clarify the system’s functionality, streamlining the user experience.

Sage CRM 2024 R2 provides customers with a UI choice that is optimised whether the users are experiencing Sage CRM within a desktop, tablet or small-screen mobile device. This ensures that users can transition seamlessly between different work environments. Whether they are at their desk or on the road, they can access the information they need without interruption. The new updates in Sage CRM 2024 R2 demonstrate a commitment to providing a consistent, high-quality user experience across all devices.

We think it is great that Sage have factored in the user’s experience and seen things from a user’s viewpoint when factoring in these changes and amends to the software. It shows real commitment to the customer and to giving high levels of customer satisfaction. 

What do you think? Have you tried it recently or using the refreshed interface? 

If you are stuck and need support, head over to the training page

What next?

If you want to find out more or ask any questions, get in touch with Nick Rainbird on +44 1494 490409 or info@rainbirdbusiness-solutions.com 

Or head over to our website to find more about our training service, implementation and support and advice and consultancy …