ForceManager becomes Sage Sales Management. Learn more

Sage Copilot

Artificial Intelligence for Sales in Your CRM. Discover AI-powered summaries of key customer data and interactions, AI-insights to accelerate your sales and much more.

Start your free trial Request a demo

AI-Powered Voice Activity Reporting

A giant leap in your efficiency. Intelligent voice reporting.

No more wasting time organizing text notes and filling out lengthy forms. With Sage Copilot, simply record a voice note with all the details of your meeting or call, and it will handle the rest.

It will structure the information and make it actionable. But there’s more. It will detect and suggest new quick actions based on your audio: report a visit, generate an event, or send an email to the client with the meeting notes.
Learn More

Personalized Business Assistant

An expert in your business, always with you. The answer to all your questions.

Sales, especially the more technical ones, often require many inquiries and calls to the back office to resolve doubts. Not anymore.

This chatbot will be trained with all your business specifications and product catalog. It supports PDF, Word, and Excel documents. The result: a personalized assistant at your service 24/7.
Learn More
Screenshot of Sage Copilot Chat, the artificial intelligence for sales teams.

Sage Copilot Chat

An AI-powered chat assistant designed to boost your sales.

Sage Copilot can answer your questions about quotes, orders, sales, customer data and client interactions, directly understanding the information in Sage Sales Management and seamlessly merging it with data from your ERP.

You'll get accurate responses, complete with tables and interactive charts. Get ready to experience our AI designed to accelerate your sales.
Sage Copilot Operating on Desktop Web Format

Smart Customer Summary

Understand your customers at a glance. Improve every decision.

Get an executive summary of each customer's situation with just one click, including emails, calls, whatsapp messages, video calls, internal comments and sales activity data summarized in just a few lines of text.

You'll better understand their needs, make more informed decisions, and hold ultra-productive meetings. The result: stronger relationships and accelerated sales.

Advanced Email Assistant

Enhance your emails with AI. Achieve effective communication.

Email communication is crucial for the success of commercial processes. Sage Copilot allows you to enhance each of your communications and align them with your goals.

Ask it to expand your initial text and elaborate on your ideas. Or to summarize your proposal if it's too long. If you need to change the tone or generate another proposal, you’ll have it in an instant. It's that easy.
Email Summary and Drafting by Sage Copilot - Artificial Intelligence for Sales Teams Integrated into Your CRM

AI-Generated Email Drafts and Summaries

Email Drafts and Summaries with AI. Ready to be reviewed and sent.

Sage Copilot synthesizes long email chains with clarity. Instantly get the status, involved parties, and critical dates. Visibility to decide your next move.

Save even more time by creating a response draft. Sage Copilot will draft it in a friendly and persuasive tone. Just review and send.
Voice Event Creation in Sage Copilot - Artificial Intelligence for Sales Teams Integrated into Your CRM

AI-Powered Event Creation via Voice

Add events to your calendar with voice. Just Speak, and Sage Copilot will understand.

Add events to your calendar using your voice. Speak aloud, and Sage Copilot will understand and manage it. Sage Copilot can understand complex requirements and act as your assistant, managing your calendar for you.

Sage Copilot will understand your words, create the appointment, and intelligently link it with the information stored in your CRM. It's that simple.

Business Card Scanner with Sage Copilot - Artificial Intelligence for Sales Teams Integrated into Your CRM

AI-enhanced Business Card Scanner

Scan business cards, and watch AI create contacts and organise them for you.

Store your business card information in Sage Sales Management as if you had an assistant to scan, understand and organise them for you.

Whether it contains hand-written notes or spelling errors, Sage Copilot will read and understand the business card with your mobile's camera, interpret the information, and create the contact in Sage Sales Management.
Iconos seguridad Sage Copilot

Enterprise-Level Security

A reliable and secure AI solution: Your data always safe

The information you share with Sage Copilot will only be used to provide the service. It will never be used to train proprietary or third-party AI models.

Security is crucial for us: we are one of the tech companies that have achieved certifications from Microsoft, Google, and ISO27001, the global benchmark in data security.

Other popular features

Smart Recommendations

Receive alerts that help you streamline sales and tasks. Have you written in a small note that you needed to follow up with a customer? The AI will detect it and suggest to create a reminder so that you'll not forget.

Sales Route Planner

Sync your calendar with the app, and it will recommend the most efficient route for the day. You'll ensure to cover your client portfolio in less time, increasing the number of sales & customer visits.

AI-powered Contextual Information

All the contextual information you need to close your next sale in a customisable dashboard. Meeting details, sales route, and more at a glance.

iOS device with intelligent CRM recommendations for salespeople
Map with commercial route and contextual information in Sage Sales Management for iOS
Contextual information widget in the Sage Sales Management for companies.

+1,600 clients all over the world

Sage Sales Management is the #1 sales CRM for ease of use in 2025. Here are some of our customers.

“At first, it seemed too good to be true. Sage Sales Management just delivered so much. It’s safe to say they delivered".

James Taylor

Sales and Marketing Manager of Bare Metal Standard

Read full story

Features for a stellar sales experience

Our mobile CRM is part of the complete Sage Sales Management platform which aims to help you increase your sales. Each functionality is powerful on its own, but much more so when combined with the others.

Icono de CRM en la Nube

CRM in the Cloud

A complete, secure and easy-to-use solution for B2B sales teams.
Icono de CRM móvil

Mobile CRM

The best sales experience on mobile via a simple and secure app.
Ícono de acelerador de ventas

Sales Accelerator

Set and share activity and sales objectives with your team.
Ícono de análisis de ventas y oportunidades

Sales Analytics

Accessible and organized key data to help you make better decisions.

Ready to take your sales team to the next level?

We have increased our prospecting for new customers by 25%.

Adolfo Masagué

Sales Director at DAS Assurances