Add-ons extend the capabilities of Sage Sales Management and help you adapt the platform to different sales processes.
You can use them to report meetings by voice, manage quotes and orders, set targets, share internal communications, sign documents, and create sales and email campaigns.
Explore what each add-on offers and access its collection to find all the related documentation.
Intelligent Voice Reporting
Record information from meetings and calls using a voice note.
Sage Copilot analyses the recording, summarises and structures the information, and completes the relevant CRM fields. It can also suggest next steps, such as scheduling a meeting, creating an order, or preparing an email.
You can record a voice note immediately after a meeting and complete or review the report later.
Quotes and Orders
Create and manage quotes, offers, and orders in Sage Sales Management.
The add-on lets you work with product catalogues, prices, and discounts, check the status of orders, and access sales documents. When Sage Sales Management is integrated with an ERP, product, stock, and document information can remain synchronised.
You can also collect a customer’s signature, generate a quote as a PDF, and share it with them.
GoalManager
Set individual or team targets and monitor their progress in Sage Sales Management.
You can create targets based on sales activity, revenue, or other custom indicators. You can also define different tracking periods, including daily, weekly, monthly, quarterly, or annual targets.
GoalManager dashboards allow managers and salespeople to review progress and identify which targets require attention.
NewsManager
Share internal communications with your sales team from Sage Sales Management.
You can send messages and attachments to the entire organisation or select specific areas and users. Communications are delivered through notifications and email.
NewsManager shows who has opened and read each message and who has confirmed that they understand it. It also sends automatic reminders when a communication remains unread.
SignatureManager
Send documents to your customers for digital signature.
You can generate and send documents from the Sage Sales Management mobile app or web application. Recipients can review and sign them in their browser without installing another application.
SignatureManager brings sent documents together in one place and shows which have been signed, which are still pending, and when you may need to send a reminder.
Sales Campaigns
Create, organise, and monitor sales campaigns in Sage Sales Management.
You can define the purpose of each campaign, select the team members who will take part, and assign the actions they need to complete. You can also add documents, videos, or surveys to collect information during the campaign.
Campaign results allow you to review recorded activity, customer responses, and each participant’s progress.
Email Campaigns
Create, send, and track bulk email campaigns from Sage Sales Management.
The collection provides the documentation you need to configure senders and domains, prepare templates, manage subscribers and recipient lists, send campaigns, and analyse their results.
It also explains the available metrics and how the service processes and stores campaign data.