Summary
Sage Sales Management is a CRM designed for commercial teams who need to manage their activity from anywhere: on the move, in the office or working from home. Its practical, mobile-first approach allows you to capture and access information in real time, connecting activities, customers and key data in a single system.
Unlike other CRMs, Sage Sales Management integrates Sage Copilot, powered by Sage AI, a native assistant that helps you save time, automate tasks and improve the quality of your data and interactions. This article provides an overview of the application: how it is structured, which entities you will work with, and what functionalities it offers before we explore each one in detail.
1. Sage Copilot: supporting every stage of the sales cycle
Sage Copilot is present across all stages of the sales cycle and across every entity in the application. Its purpose is to help you capture information more accurately, more quickly and with better data quality, reducing manual effort and ensuring that your records remain clean and up to date.
With Sage Copilot, you can:
Automatically complete fields after a visit or call.
Generate structured summaries from written notes or voice dictation.
Improve data consistency across all entities.
Reduce administrative work and focus on customer relationships.
In the following articles, you will see how Sage Copilot supports activities, accounts, contacts and opportunities in practical, everyday scenarios.
2. Main entities (starting with the Dashboard)
Information in Sage Sales Management is organised into interconnected entities. The main ones are:
Dashboard
Your daily control panel. It displays activity, results, key indicators and quick access to essential areas.
Accounts
Companies or customers you work with, providing access to contacts, activities, opportunities and related information.
Contacts
Individuals linked to each account, including personal details, preferences and interaction history.
Activities
Visits, calls, tasks or any actions that form part of your day-to-day work.
Opportunities / Pipeline
Sales opportunities in progress, including amounts, stages, probabilities and pipeline tracking.
Quotes / Orders (depending on version)
Commercial documents linked to your opportunities or customers.
Products / Catalogue
Information on the products or services offered, used for quotes, orders and reporting.
Reports and Analytics
Dashboards, reports and real-time indicators that help you interpret activity, assess performance and support decisions.
3. Key functionalities of Sage Sales Management
Below is a list of the main functionalities provided by Sage Sales Management, each with a brief description. These features will be explored in detail in dedicated articles.
Mobile CRM — Record visits, calls and commercial activity from anywhere.
Cloud-based CRM — Centralised platform for customer, lead and pipeline management.
Sage Copilot (Sage AI integrated) — Automates notes, summaries and voice-based data capture; improves data quality.
Sales Accelerator and Objectives — Helps track individual and team performance.
Dashboards and Reporting — Real-time metrics and customisable reports to analyse activity and sales.
Integrations with ERP, email, calendar and business tools — Keeps data synchronised across systems.
Customer and Pipeline Management — Organises accounts, contacts, opportunities and sales processes in one place.
4. What’s next?
Now that you understand what Sage Sales Management is and how it is organised, the next step is to learn how to access the application from each available channel.
➡️ Next article: How to access Sage Sales Management
This guide explains how to sign in to the web version and how to download and access the mobile application, step by step.