Replacement Guide

How to Build Your Own Sage Sales Management

Replace Sage Sales Management with a custom build. The CRM for sales teams on the move

Weekend Project
52 features15 integrationsOne weekend

Estimated Timeline

Based on 52 features at Weekend Project difficulty, expect about One weekend with AI-assisted development.

1
Setup & scaffolding
2 hours
2
Core features
4-6 hours
3
Polish & deploy
2 hours

Recommended Tech Stack

Next.js 14

Full-stack React framework with API routes and server components

Supabase

PostgreSQL database, auth, and real-time subscriptions

Tailwind CSS

Utility-first styling for rapid UI development

Prisma

Type-safe ORM for complex relational data models

Key Features to Replicate

Top features across 8 categories. See all 52 features

Integration(8 features)

Active Directory IntegrationPremium

Integrate with Active Directory or LDAP for user management

API Access

API access for custom integrations with configurable request limits

Custom IntegrationsPremium

API-based integrations with custom business applications

Email and Calendar Sync

Synchronize with Outlook, Exchange, and Google Calendar for seamless integration

ERP IntegrationPremium

Integrate with ERP systems like Sage 50 and SAP Business One

+3 more in this category

Sales Management(7 features)

GoalManagerPremium

Create custom goals and set targets for individual sales reps or teams

Multiple Opportunity PipelinesPremium

Create separate pipelines with different opportunity stages

Opportunity Pipeline

Visualize the progress of all opportunities in your team's pipeline and prioritize tasks

Product CatalogPremium

Manage and access product information within the CRM

Quotes & OrdersPremium

Quickly generate and share quotes and orders from mobile or desktop

+2 more in this category

AI(6 features)

Advanced Email AssistantAI

AI-powered assistant for email management and composition

Custom AssistantAIPremium

AI-powered custom business assistant providing answers to technical questions anytime, anywhere

Email SummaryAI

AI-powered chronological and executive email summaries

Sage CopilotAI

Artificial Intelligence for Sales that enhances deal analysis, generates actionable sales insights through interactive charts, and extracts key negotiation points from email threads

Smart Customer SummaryAI

AI-powered intelligent customer information summaries

+1 more in this category

Mobile(5 features)

Geolocalized Visits

Track and map field sales visits with geolocation capabilities

Geolocated OpportunitiesPremium

View opportunities with geolocation mapping capabilities

Geolocation Bulk Upload

Upload and manage geolocations in bulk with monthly upload limits

Mobile CRM

The best mobile sales experience with access to CRM features on the go

Offline Availability

Access CRM data and work offline with synchronization when connection is restored

Customization(4 features)

Brand PersonalizationPremium

Personalize the CRM with your company's logo, brand colors, and mobile app

Custom Fields

Create custom fields to capture business-specific data

Custom Multi-Step FormsPremium

Create dynamic forms with multiple steps and conditional logic

Custom WidgetsPremium

Create custom widgets and modules for display on entity details

Data Management(4 features)

Advanced Bulk UpdatesPremium

Bulk update accounts, contacts, and opportunities with advanced import/export module

CSV Import/ExportPremium

Import and export data using CSV file exchange

Data Storage

Scalable data storage with different capacity tiers based on plan

File Storage

Cloud storage for documents and files with tiered capacity

Administration(3 features)

Flat Hierarchy

Organization structure where everyone sees all information

Professional AdministrationPremium

Advanced administration platform for managing users and permissions

Team Hierarchy

Multi-level organizational hierarchy with configurable visibility levels

Activity Management(2 features)

Activity Tracking

Log calls, geolocalized visits, video calls, calendars and emails all integrated automatically

Team Activity Tracking

Track and monitor team activities in real time

Cost Calculator

Pricing data not available for Sage Sales Management. Check their website for current pricing.

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