Product
Features
column
column
Customers
By Industry
By Role
Success Stories
column
column
Resources
Product Support
Education Resources
section
Product
Features
column
column
Customers
By Industry
By Role
Success Stories
column
column
Resources
Product Support
Education Resources
section
Product
Features
column
column
Customers
By Industry
By Role
Success Stories
column
column
Resources
Product Support
Education Resources
section
user / month
Price for annual contract. Annual payment.
Start using a CRM with your sales team. On field, home or remotely.
Try it freeFeatures included:
Flat Hierarchy
Relationship Management
Opportunity Pipeline
Calendar & Tasks
Geolocated Visits
Activity & Calls Tracking
Microsoft Teams & Zoom Integration
Sage Copilot: Artificial Intelligence Assistant
See all featuresComes with no included or purchasable add-ons.
See details Close details
user / month
For 3 months Price for annual contract. Annual payment.
A single hub for collaborating on accounts, customers & opportunities.
Try it freeAll Essential features, plus:
Simple Team Hierarchy
Team Activity Tracking
Email & Calendar Sync
AI Voice Assistant
Scan Business Cards
Activity & Sales Analytics
Basic Goal Configuration
Basic API access
See all featuresPurchasable add-ons available.
See details Close details
Most popular
user / month
For 3 months Price for annual contract. Annual payment.
Integrate your ERP. Allocate and monitor quotas. More complete hierarchy.
Request a DemoAll Starter features, plus:
ERP & Custom Integrations
Geolocated Opportunities
Multi-currency
Custom Multi-step & Dynamic Forms
CSV Import
Product Catalog
Office365 SSO / Google Workspace SSO
Add-ons included:
GoalManager
NewsManager
See all featuresEnquire about available discounts based on the number of users.
See details Close details
user / month
For 3 months Price for annual contract. Annual payment.
Ultimate customisation. Sales orders, campaigns & advanced analytics.
Request a DemoAll Professional features, plus:
Custom Widgets on Accounts & Opportunities
Multiple Opportunity Pipelines
Custom Validations
Active Directory Integration
Custom Branding
Add-ons included:
Custom Business Assistant
Smart Voice Report
Quotes & Orders
Sales Campaigns
See all featuresEnquire about available discounts based on the number of users.
See details Close details
AI-Powered
Smart Voice Report
Per user / month
Report faster, without losing details and using just your voice.
Learn moreIncluded with Performance edition. Available for Starter and Professional.
AI-Powered
Custom Business Assistant
Per user / month
The answer to all your technical questions, anytime, anywhere.
Learn moreIncluded with Performance edition. Available for Professional.
Quotes & Orders
Per user / month
Quickly generate & share quotes and orders from mobile or desktop.
Learn moreIncluded with Performance edition.
GoalManager
Per user / month
Create custom goals and set targets for individual sales reps or teams.
Learn moreIncluded with Professional and Performance editions.
Sales Campaigns
Per user / month
Plan, create and organize your sales campaigns within minutes.
Learn moreIncluded in Performance edition.
SignatureManager
Integrated digital signature, enabling you to close deals faster.
Learn moreSignaturit Offer for Professional and Performance edition.
Main features
Essential
Starter
Professional
Performance
Accounts Only for Essential and Starter plans: 2000 additional companies for $10
1.000
5.000
100.000
Contact Us
Contacts Only for Essential and Starter plans: 2500 additional contacts for $10
2.000
10.000
100.000
Contact Us
Calendar & Tasks
Activity Tracking
Opportunities Only for Essential and Starter plans: 750 extra open opportunities for $10
750
2.000
100.000
Contact Us
Video Call Integration Microsoft Teams & Zoom
Microsoft Teams App Integration Sage Sales Management inside Microsoft Teams
Team’s Activity Timeline
Geolocated Opportunities
Multiple Pipelines You have separate pipelines with different opportunity stages for each of them
File Storage Only for Essential and Starter plans: 1GB of additional storage for $10.
1GB
1 GB + 512 MB/user
5 GB + 512 MB/user
10 GB + 2 GB/user
Data Storage
1GB
2 GB + 20 MB/user
10 GB + 20 MB/user
50 GB + 20 MB/user
Admin
Self-Admin
Self-Admin
Professional Administration Platform
Professional Administration Platform
Geolocations Bulk upload of an initial batch, plus a maximum number of monthly uploads
1.000 batch + 250 per month
5.000 batch + 500 per month
20.000 batch + 1.000 per month
50.000 batch + 2.000 per month
Bulk Updates Of Accounts, Contacts & Opportunities
In-App
Advanced Bulk Updates Module (Import & Export)
Advanced Bulk Updates Module (Import & Export)
Sage Copilot
Essential
Starter
Professional
Performance
Executive and Chronological Email Summary
Quick Event Creation via Voice
Business Card Scanner
Chat and Smart Customer Summary
Advanced Email Assistant
Smart Voice Report The Starter and Professional plans include a trial of 150 free reports.
150 free reports
150 free reports
Custom Business Assistant
$
Hierarchies and Customisation
Essential
Starter
Professional
Performance
Business Units Number of environments in the CRM. An environment can represent a business unit within the same company or a different company in a multi-company setup.
1
1
5
Unlimited
Hierarchy Levels From every user seeing everything (no hierarchy), to complex visibilities with several levels of hierarchy
1
3
8
Custom Fields Only for Essential and Starter plans: 7 extra fields for $10
10
25
100
500
Custom Widgets & Modules Sections with customised information displayed in the entity details (Companies, Contacts and Opportunities) allowing quick and easy access to relevant information
Multiple Currency
Custom Multi-Step Forms (Online)
Brand Personalisation Personalise Sage Sales Management with your company's logo and brand colours
Logo & Mobile Apps
Logo, Mobile Apps & Main Colours
Email & Calendar
Essential
Starter
Professional
Performance
Email Integration Microsoft 365/Exchange & Gmail IMAP Sync. Email attachments integration only available on Professional and Performance Plans
Bidirectional Calendar Integration Microsoft 365/Exchange & Google Calendar Sync
Add-ons
Essential
Starter
Professional
Performance
NewsManager
SignatureManager
15 free signatures per month
20 free signatures per month
GoalManager
$
Quotes & Orders
$
$
Sales Campaigns
$
Smart Voice Report The Starter and Professional plans include a trial of 150 free reports.
150 free reports
150 free reports
Custom Business Assistant
$
Integrations
Essential
Starter
Professional
Performance
Integrations with Microsoft 365
MS Teams / Mail and Outlook calendar
MS Teams / Mail and Outlook calendar / Outlook plugin / Exchange
MS Teams / Mail and Outlook calendar/ Outlook plugin / Exchange / SSO
MS Teams / Mail and Outlook calendar / Outlook plugin / Exchange / SSO
Integration with Google Suite Gmail & Google Calendar
Google Calendar / Gmail
Google Calendar / Gmail
Google Calendar / Gmail / SSO
Google Calendar / Gmail / SSO
Third Party Apps
Microsoft Teams, Zoom
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
Zapier / Make Zapier and Make let you connect Sage Sales Management with thousands of apps, so you can automate your work and processes
ERP & Custom Integrations
CSV File Exchange Sync
API Limitations: Requests per second: maximum of 10 requests/second (applicable to all plans, with no exceptions). Requests per minute: maximum varies by plan. For the Essential and Starter plans, we offer an additional package of 50 requests/minute at a cost of €10/month.
50 reqs/min
250 reqs/min
500 reqs/min
Support
Essential
Starter
Professional
Performance
Support
Tickets & Support portal
Tickets & Support Portal
Premium Paid Support Available
Premium Support
Customer Success Services
Premium
Premium Services
Healthcare
Construction
Medical Devices
Pharmaceutical
Manufacturing
“Our sales visits increased by over 50% since Sage Sales Management's implementation and the forecasts look extremely positive for the future".
Read full story
“Our sales reps can make the most of their time, detect new opportunities and improve sales results."
Read full story
”Sage Sales Management allows us to carry out cross-selling or up-selling actions that had led to a great improvement in the company results".
Read full story
“Our previous CRM was very dependent on internet coverage to log data and was extremely unstable due to network issues".
Read full story
“At first, it seemed too good to be true. Sage Sales Management just delivered so much. It’s safe to say they delivered".
Read full story
What is an add-on?
Can I have a free trial?
How long does the free trial last?
Can I try different plans during my trial?
Which payment methods do you accept?
Can I switch plans?
How long are the contracts per license?
How do I contact customer support?
