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Easy to use, more visits, more sales. The CRM designed for sales teams

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.

Compare all features

Add-ons

Intelligent AI voice reporting

Report faster and fill in forms using just your voice, without missing any details.

Customised AI assistant

The answer to all your technical questions anytime, anywhere.

Quotes and orders

Generate and share orders and quotes connected to your product catalogue, from any device.

GoalManager

Create and oversee personalised individual and team targets.

Sales Campaigns

Plan, create and organise sales campaigns for your teams within minutes.

SignatureManager

Integrated digital signature enabling you to close deals faster.

Compare all features

Starter

[product total savings]

Professional

[product total savings]

Performance

[product total savings]


Starter

Professional

Performance

Main features

5,000
100,000
Customisable
10,000
100,000
Customisable
Calendars and tasks
Activity log
Commercial route planner
2.000
100.000
Customisable
Integration of video calls (Microsoft Teams and Zoom)
Integration with the Microsoft Teams app
Whatsapp sending and recording
Team activity tracking
Personalised dashboards
Geolocalised opportunities
1 GB + 512 MB/user
5 GB + 512 MB/user
10 GB + 2 GB/user
Data storage
2 GB + 20 MB/user
10 GB + 20 MB/user
50 GB + 20 MB/user
Admin
Simple self-configurable admin
Professional Administration Platform
Professional Administration Platform
 
5,000 up front + 500 a month
20,000 up front + 1,000 a month
50,000 up front + 2,000 a month
In-App
Advanced bulk update module (Import and Export)
Advanced bulk update module (Import and Export)

Sage Copilot

Executive and chronological email summary
Quick event creation via voice
Business card scanner
Chat and smart customer analysis
Smart voice report
150 free reports
150 free reports
Customised business assistant
Additional cost

Hierarchies and customisation

1
5
Unlimited
1
3
8
25
100
500
Multiple currencies
Personalised dynamic forms
Intelligent fields
Logo and mobile apps
Logo, mobile apps and main colours

Email and calendar

Two-way calendar integration (Microsoft 365/Exchange and Google Calendar Sync)
Sending of bulk emails and tracking

Add-ons

NewsManager
SignatureManager
15 free signatures per month
20 free signatures per month
GoalManager
Additional cost
Quotes and Orders
Additional cost
Additional cost
Sales Campaigns
Additional cost
150 free reports
150 free reports
Customised business assistant
Additional cost

Integrations

Integrations with Microsoft 365
MS Teams / Outlook email and calendar / Outlook plugin / Exchange
MS Teams / Outlook email and calendar / Outlook plugin / Exchange / SSO
MS Teams / Outlook email and calendar / Outlook plugin / Exchange / SSO
Integrations with Google Suite
Google Calendar / Gmail
Google Calendar / Gmail / SSO
Google Calendar / Gmail / SSO
Third-party apps
Microsoft Teams, Zoom, Mailchimp, Zendesk
Microsoft Teams, Zoom, Mailchimp, Zendesk
Microsoft Teams, Zoom, Mailchimp, Zendesk
Third-party authentication
Office365 SSO / Google Workspace SSO
ADFS or other LDAP / Azure Active Directory Sync / Office365 SSO / Google Workspace SSO
ERP and customised integrations
CSV file exchange sync
API
50 requests/min
250 requests/min
500 requests/min

Support

Soporte
Tickets and Support Portal
Premium Paid Support Available
Premium Support
Customer Success Services
Available
Premium Services
Request pricing

Want to know more?

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