Sage Sales Management
forcemanager.comBuild Difficulty: 5/5
Build a working replacement in a weekend with AI tools
The CRM for sales teams on the move
How to Replace Sage Sales ManagementOverview
Features
52 features across 18 categories
AI(6)
AI-powered assistant for email management and composition
AI-powered custom business assistant providing answers to technical questions anytime, anywhere
AI-powered chronological and executive email summaries
Artificial Intelligence for Sales that enhances deal analysis, generates actionable sales insights through interactive charts, and extracts key negotiation points from email threads
AI-powered intelligent customer information summaries
AI-powered voice reporting feature to create reports faster without losing details
Activity Management(2)
Log calls, geolocalized visits, video calls, calendars and emails all integrated automatically
Track and monitor team activities in real time
Administration(3)
Organization structure where everyone sees all information
Advanced administration platform for managing users and permissions
Multi-level organizational hierarchy with configurable visibility levels
Communication(2)
Manage and share news updates with your sales team
Integrated video calling capabilities for remote sales interactions
Core CRM(2)
A complete and easy-to-use cloud-based solution for B2B sales with customer, lead, and opportunity management
Manage customer and lead relationships effectively
Customization(4)
Personalize the CRM with your company's logo, brand colors, and mobile app
Create custom fields to capture business-specific data
Create dynamic forms with multiple steps and conditional logic
Create custom widgets and modules for display on entity details
Data Entry(1)
Scan and capture business card information automatically
Data Management(4)
Bulk update accounts, contacts, and opportunities with advanced import/export module
Import and export data using CSV file exchange
Scalable data storage with different capacity tiers based on plan
Cloud storage for documents and files with tiered capacity
Integration(8)
Integrate with Active Directory or LDAP for user management
API access for custom integrations with configurable request limits
API-based integrations with custom business applications
Synchronize with Outlook, Exchange, and Google Calendar for seamless integration
Integrate with ERP systems like Sage 50 and SAP Business One
Dedicated Microsoft Teams application for accessing key customer information
Access CRM inside Microsoft Teams and organize video calls with automatic logging
Connect Sage Sales Management with thousands of apps through Zapier and Make for automation
Localization(1)
Support for multiple currencies in deals and transactions
Marketing(2)
Marketing features in your CRM to key audiences
Plan, create and organize sales campaigns within minutes
Mobile(5)
Track and map field sales visits with geolocation capabilities
View opportunities with geolocation mapping capabilities
Upload and manage geolocations in bulk with monthly upload limits
The best mobile sales experience with access to CRM features on the go
Access CRM data and work offline with synchronization when connection is restored
Multi-tenancy(1)
Support for multiple business units or companies within the same CRM instance
Productivity(1)
Integrated calendar and task management for sales teams
Reporting & Analytics(1)
Dashboards and customized reports with widgets to monitor team's progress and execute sales strategy
Sales Management(7)
Create custom goals and set targets for individual sales reps or teams
Create separate pipelines with different opportunity stages
Visualize the progress of all opportunities in your team's pipeline and prioritize tasks
Manage and access product information within the CRM
Quickly generate and share quotes and orders from mobile or desktop
Set and share personalized sales and activity objectives with your team
Integrated digital signature enabling you to close deals faster
Security(1)
Login with Microsoft accounts and support for Office365 and Google Workspace SSO
Support(1)
Premium paid support and customer success services
Pricing
Essential
- ✓Flat Hierarchy
- ✓Relationship Management
- ✓Opportunity Pipeline
- ✓Calendar & Tasks
- ✓Geolocated Visits
- ✓Activity & Calls Tracking
- ✓Microsoft Teams & Zoom Integration
- ✓Sage Copilot: Artificial Intelligence Assistant
Starter
- ✓All Essential features
- ✓Simple Team Hierarchy
- ✓Team Activity Tracking
- ✓Email & Calendar Sync
- ✓AI Voice Assistant
- ✓Scan Business Cards
- ✓Activity & Sales Analytics
- ✓Basic Goal Configuration
- ✓Basic API access
Professional
Popular- ✓All Starter features
- ✓ERP & Custom Integrations
- ✓Geolocated Opportunities
- ✓Multi-currency
- ✓Custom Multi-step & Dynamic Forms
- ✓CSV Import
- ✓Product Catalog
- ✓Office365 SSO / Google Workspace SSO
- ✓Minimum 5 users
- ✓GoalManager add-on included
- ✓NewsManager add-on included
Performance
- ✓All Professional features
- ✓Custom Widgets on Accounts & Opportunities
- ✓Multiple Opportunity Pipelines
- ✓Custom Validations
- ✓Active Directory Integration
- ✓Custom Branding
- ✓Minimum 5 users
- ✓Custom Business Assistant add-on included
- ✓Smart Voice Report add-on included
- ✓Quotes & Orders add-on included
- ✓Sales Campaigns add-on included
Cost Calculator
Pricing data not available for Sage Sales Management. Check their website for current pricing.
Build vs Buy
Should you build a Sage Sales Management alternative or buy the subscription? Estimate based on 52 features.
Buy Sage Sales Management
Better ValueBuild Your Own
Buying Sage Sales Management saves ~$55,440 over 3 years vs building.
Estimates based on 52 features and a BuildScore of 5/5. Actual costs vary.
Integrations
15 known integrations