Sage CRM is trusted by thousands of businesses, in a variety of industries, around the world. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.
F E A T U R E S
Evaluate where your business stands and make more informed business decisions you can be confident about.
Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.
Deliver an exceptional customer experience to improve customer retention and drive revenue growth.
With access to a wealth of information, your teams are equipped to work smarter and more efficiently, never missing important information.
Making the ‘Company
Narrative’ tab multi-lingual.
First released in 2023 R1, the
narrative tab offers engaging
insights than just data alone.
• Automatically analyzing
data, the Narrative tab is
now available in German,
Spanish, and French.
Read more about this feature
Using deterministic AI, the narrative tab summarises intelligence without having to look across records, converting data into information.
View workflow rules and
actions without stopping
process automation.
• Administrators no longer
need to disable a workflow to
view the details of its rules
and underlying actions.
Read more about this feature
Requested by numerous implementers & administrators globally, we know this feature will introduce simplicity and reduce costs of ownership for our customers.
Enhancements to the Pipeline
Reporting graphic.
• A new option controls the
cases, leads and
opportunities pipeline.
• Both users and administrators
can now hide pipeline stages
that have “zero information”.
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This design helps focus users’ attention on the data that matters and makes better use of the on-screen real estate.
Introducing the Multiple
Read-only Tabs feature.
• This enables Company,
Lead, or Opportunity
records to be opened in
multiple browser tabs.
• Users can now more easily
view and understand
related data all at once.
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Reducing the need to constantly move between CRM screens to view the information, this new feature enables users to work faster and more accurately.
Changes in OAuth for
Exchange Integration.
• Administrators can now
specify whether their
hosted CRM installation
supports single or
multiple tenancy.
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This changes expands the flexibility for customers using hosted environments for their Sage CRM installation.
Enriching data around
captured emails.
• An option to timestamp
imported emails is available.
• A new column indicates which
emails have attachments.
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Extending the metadata available for emails helps improve the knowledge of users and ensures Sage CRM acts as the “central hub” of information inside every business.
Replacement of Oracle Java
Runtime Environment (JRE).
• We have replaced the
current commercial
version with an opensource JRE.
• All features are replaced
“like for like”, the version
is free to use, and no
upgrade work is required.
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Many of Sage's releases deliver important security updates. We want to make sure you stay as safe as possible. Please ensure you are using a supported version of Sage CRM in your business.
