Sage Sales Management offers a variety of plans designed to meet the needs of different types of users, from individuals and small businesses to large corporations.

The available plans include Essential, Starter, Professional, Performance, and a Premium plan for large enterprises.

Here, we provide a general comparison highlighting the key features and differences between each of the plans:

The Essential plan is the perfect starting point for freelancers or small businesses beginning to manage their customer relationships. It offers basic CRM functionalities for organizing contacts, managing opportunities, and tracking activities.

The Starter plan takes CRM management a step further by providing more advanced tools than the Essential plan. It includes email and calendar integration, basic sales analytics, and support for multiple languages and currencies.

This plan is designed for medium-sized companies that require a higher level of customization and functionality. It includes all the features of the Starter plan, along with custom ERP integrations, geolocated opportunities, dynamic forms, and add-ons like GoalManager, NewsManager, and Analytics Pro.

The Performance plan is ideal for medium to large companies looking to maximize their performance. It offers all the features of the Professional plan, along with advanced customization options and priority technical support.

The Premium plan is Sage Sales Management's most comprehensive solution, offering complete customization and the highest level of support. It is designed to meet the needs of large companies requiring a tailored CRM solution with all available features and add-ons.

Each Sage Sales Managementr plan is designed to adapt to different business stages and needs, providing a wide range of tools and functionalities to optimize customer relationship management and sales.

Sage Sales Management offers a variety of add-ons to complement and enrich the functionality of its CRM plans. Below, the available add-ons are described, indicating which plan they correspond to and providing an explanation of their functionality:

(Available in Professional and Performance Plans)

GoalManager is a tool designed to establish, track, and manage sales goals effectively. It allows teams and managers to define clear goals, track progress in real-time, and adjust strategies to ensure the company's objectives are met. It is ideal for keeping the team focused and aligned with corporate goals.

(Available in Professional and Performance Plans)

NewsManager acts as an internal communication channel, enabling companies to send announcements, updates, and important news directly to the Sage Sales Management application. It facilitates effective communication within the organization, ensuring that all team members are informed and up to date with the latest developments and company news.

(Available in Professional and Performance Plans)

Analytics Pro is an advanced analysis and reporting tool that offers deep and customizable insights into sales performance. It allows users to create detailed reports, analyze sales trends, evaluate team performance, and make data-driven decisions. With Analytics Pro, companies can discover improvement opportunities and optimize their sales strategy.

These add-ons are designed to seamlessly integrate with Sage Sales Managementr's Professional and Performance Plans, providing companies with additional tools to enhance goal management, internal communication, and data analysis. With these supplements, users can maximize the value of their CRM solution and further boost the success of their sales and customer management operations.

The Professional license of Sage Sales Management provides several significant improvements compared to the Starter license. These improvements include:

Custom Integrations with ERP: While the Starter license offers integration with Gmail, Outlook, and major work tools, the Professional license goes further, allowing custom integrations with ERP systems, providing a solution more tailored to the specific needs of the company.

Geolocated Opportunities: This feature, exclusive to the Professional license, allows users to visualize and manage sales opportunities in a geographic context, which is particularly useful for sales teams on the move.

Custom Dynamic Forms: Unlike the Starter license, the Professional version offers customizable forms that can adapt to the company's specific processes and needs, providing greater flexibility and efficiency.

Multiple Currencies: This feature allows handling transactions in different currencies, a crucial feature for companies operating in the global market.

Product Catalog: The Professional license includes the option to add a product catalog, facilitating inventory management and product presentation to customers.

Exclusive Add-ons: With the Professional license, you have access to add-ons like GoalManager, NewsManager, and Analytics Pro, offering advanced tools for goal management, internal communication, and data analysis, respectively.

These improvements make the Professional license a robust and versatile option, suitable for companies seeking a more advanced and customizable CRM solution than what the Starter license offers.

Click here to learn more about the available plans.