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Available Plans in Sage Sales Management

A General Comparison of the Available Plans in Sage Sales Management and Their Features.

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Written by Training
Updated this week

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.

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