Summary
Sage Sales Management offers different plans to suit the size, working style and requirements of every organisation. From teams taking their first steps in sales management to businesses that require advanced customisation and integration, each edition builds on the capabilities of the previous one.
This article provides an overview of the available plans. If you would like to learn about the technical limits of each licence, see Usage limits in Sage Sales Management.
Available plans
Sage Sales Management is available in the following editions:
Essential
Designed for individual users and small sales teams that need a simple CRM to manage customers, activities and opportunities from anywhere.
It includes the essential CRM features required to get started with Sage Sales Management and manage your day-to-day sales activities.
Starter
Designed for teams that need to collaborate in a shared workspace and improve the management of their sales activities.
In addition to the features included in Essential, Starter introduces collaboration tools, synchronisation with productivity applications and additional AI-powered capabilities.
Professional
Designed for organisations that need to tailor Sage Sales Management to more complex sales processes.
It adds advanced administration, customisation and integration capabilities, providing greater flexibility to adapt the platform to your business requirements.
Performance
The most comprehensive edition of Sage Sales Management.
It is intended for organisations that require the highest level of customisation, automation and analytics, bringing together the platform’s most advanced capabilities to optimise sales management.
How the plans evolve
Each edition includes all the features of the previous plan while introducing additional capabilities.
The progression is as follows:
Essential provides the core CRM functionality.
Starter adds collaboration, synchronisation and productivity features.
Professional introduces advanced administration, customisation and integrations.
Performance expands the platform with the most advanced management, automation and analytics capabilities.
This approach allows organisations to expand their CRM capabilities as their business grows.
Choosing the right plan
The most suitable plan depends on the size of your organisation, the complexity of your sales processes and the level of customisation you require.
If you are unsure which edition best meets your needs, contact your Sage Business Partner or the Sage Sales team for guidance.
What’s next?
The following articles provide more detailed information about Sage Sales Management licences.
➡️ Next article: Usage limits in Sage Sales Management
There you will find detailed information about storage limits, record capacities, available resources and other technical limits associated with each edition.