Sage Sales Management offers several plans tailored to different business needs and levels of growth. From essential CRM functions for freelancers to advanced solutions for large enterprises, each plan provides specific features and benefits to help optimise your commercial processes.
Plan Comparison
Plan | Target Audience | Key Features |
Essential | Freelancers and small businesses | Basic CRM functionalities: contacts, opportunities, activity tracking |
Starter | Growing small businesses | Adds email/calendar integration, multilingual support, basic sales analytics |
Professional | Medium-sized businesses | Custom ERP integrations, dynamic forms, geolocated opportunities, access to key add-ons |
Performance | Medium to large organisations | Advanced configuration, full feature set from Professional, with priority support |
Premium | Large enterprises | Fully customised CRM environment, highest level of support and all available functionalities |
Plan Details
Essential Plan
Designed for freelancers or small teams just beginning to manage customer relationships. Includes basic tools for organising contacts, tracking opportunities, and logging activity.
Starter Plan
Expands on the Essential plan with email and calendar integrations, multilingual and multi-currency support, and simple sales analytics.
Professional Plan
Offers enhanced flexibility for medium-sized businesses. Includes all Starter features plus custom ERP integration, dynamic forms, geolocated opportunity management, and access to powerful add-ons.
Performance Plan
Combines all the features of the Professional plan with priority support and additional options for configuration and customisation, making it suitable for more complex sales structures.
Premium Plan
The most complete and flexible solution. Designed for large enterprises needing full control, full functionality, and maximum support.
Available Add-ons
Sage Sales Management provides several add-ons to extend the power of Professional and Performance plans:
GoalManager
Plans: Professional & Performance
Set, manage, and track sales objectives with real-time visibility. Ensure the whole team aligns with business targets.
NewsManager
Plans: Professional & Performance
An internal communication tool for publishing updates, announcements, and news across your team inside the application.
Analytics Pro
Plans: Professional & Performance
Advanced reporting functionality that helps you analyse trends, track team performance, and make strategic decisions.
Frequently Asked Questions
What additional features are included in the Professional plan compared to Starter?
The Professional plan adds several valuable tools for businesses requiring greater control and integration:
Custom ERP Integrations: Beyond the basic integrations in Starter, Professional supports integrations with your ERP systems.
Geolocated Opportunities: Visualise sales opportunities on a map to support field sales activities.
Dynamic Forms: Adapt form structure based on process needs for more efficient data collection.
Multiple Currency Support: Manage deals in different currencies across global markets.
Product Catalogue: Add and manage a list of products for easier quoting and inventory visibility.
Access to Add-ons: Includes GoalManager, NewsManager, and Analytics Pro for advanced planning, communication, and reporting.
These capabilities make the Professional plan an ideal option for growing companies seeking a more robust and customisable CRM experience.
Click here to learn more about the available plans.