search icon

Sage Sales Management: the CRM for field-based sales teams

Simple to use and portable. The only sales CRM with smart voice report. Now with Sage Copilot AI.

 

Request early accessRequest pricing

How Sage Sales Management accelerates your sales

Discover what Sage Sales Management can do for you, whether you use it as a standalone solution or connect it with your existing ERP.

The simplest CRM for sales teams to use

Sage Sales Management is the CRM built for B2B sales teams. Reps log their activity effortlessly while directors access up-to-date insights for better decisions and stronger results.
Request early access

More time to sell​

Skip the lengthy forms and use your voice instead. Report on visits and create contacts, companies, opportunities, and orders—all hands-free.

The best experience for your sales teams​

Easy-to-use mobile app: integrated email and calendar, commercial route planner and customer analysis.

Steer your team to success​

View your team's real-time activity and results on dashboards. Improved decision-making and every target met.
Security

Sales data stays safe​

Store the entire team's commercial management data centrally in the CRM and avoid loss of information.

90%

of the Sales Team use daily

25%

increase in sales

4 hours

a week saved in reporting time for each sales team

Sage Sales Management features

Choose your Sage Sales Management plan

Sales tools designed to help your team sell more, work smarter, and stay in control wherever they are. Request your personalised quote in under 24 hours.

Starter

Platform for team collaboration on managing accounts, customers and opportunities.
[product total savings]

Features included:

  • Simple team hierarchy
  • Contact management
  • Opportunity pipeline
  • Calendar and tasks
  • Route planner with check-in
  • Activity and call log
  • Email and calendar sync
  • Team activity tracking
  • Customisable dashboards
  • Basic goal configuration
  • Integration with Microsoft Teams and Zoom
  • Sage Copilot: artificial intelligence assistant

Add-ons available to purchase.

Professional

Integrate your ERP. Assign and monitor quotas. More complete hierarchy.
[product total savings]

All Starter features, plus:

  • ERP and customised integrations
  • Geolocalised opportunities
  • Personalised dynamic forms
  • Multi-company
  • CSV import
  • Detects duplicates
  • Office365 SSO / Google Workspace SSO

Add-ons included: 

  • GoalManager
  • NewsManager

Enquire about available discounts based on the number of users.

 

Performance

High customisation. Sales campaigns, orders and advanced analytics.
[product total savings]

All Professional features, plus:

  • Personalised widgets for companies and opportunities
  • Multiple opportunity pipelines
  • Personalised validations
  • Active Directory Integration
  • Customised branding

Add-ons included:

  • Customised business assistant
  • Smart voice report
  • Quotes and Orders
  • Sales Campaigns

Enquire about available discounts based on the number of users.

Synchronised with ERPs and the most widely used business software

Connect Sage Sales Management with more than 4,000 solutions: ERP, accounting and invoicing software, email, calendar, marketing and support services.

Add-Ons for a superior sales experience

Optimised for field-based sectors

Built for B2B sales teams on the move, Sage Sales Management is designed around how your reps actually work.
Health

“Prospecting visits have increased by 80% due to greater visibility and enhanced performance of the sales force.”

Ferrán Oliver
Director of Sales and Marketing at Fedefarma

Industry
“With Sage Copilot's voice report, sales teams can log visits at the time. It is far more convenient for them and it ensures that all the information is captured.”
 
Juan Carlos Gietz
Deputy Director of Trayma
Construction
"It really helps us to find out how our sales teams conduct their visits. We can analyse their activity and give them in-depth training on the whole B2B process."

Núria Carrasco 
BI Business Manager at Encofrados Alsina
Cosmética

"Each salesperson now has access to their customer portfolio at all times and can view individual case histories, the products sold, frequency of sales and other relevant data.”

Dani Ballester
IT Manager at VMV Group (Salerm)

Manufacturing

"It is a very easy system to use and it adds real value, both in the commercial and day-to-day management of sales teams. We have achieved rapid uptake and adapted well to the system."

Luis Guillermo Escobar 
Commercial Director at Firplak


 

Food and drink
"Thanks to the analytics, the management team has very clear, concrete. We know what is happening in every sector, with every sales team, with every customer and we can make high-value, accurate decisions very quickly."

Roberto Rubio 
Director of Operations at Primar
Logistics and transport

"I would recommend it because it is easy to manage and because of the team of people, in particular: a team of professionals who work alongside you to develop new features and who are willing to evolve with you."

Joan Serra 
Commercial Director of TSB