Summary
Sage Sales Management offers you plans for different team sizes and ways of working. Each plan includes the features of the previous one and adds more tools.
This article introduces the available plans. To check technical limits, see Usage limits in Sage Sales Management.
Available plans
Essential
Essential covers the core CRM needs of individuals and small sales teams.
You can manage customers and record daily sales activities wherever you work. You can also track opportunities.
Starter
Starter gives your team a shared workspace to manage sales activities together.
Alongside the Essential features, you get collaboration tools and connections with productivity applications. Starter also gives you more AI features.
Professional
Professional gives you more ways to adapt Sage Sales Management to your sales processes.
You get advanced administration tools and more options to customise the application. You can also connect Sage Sales Management with other systems.
Performance
Performance offers the widest range of features.
Alongside the Professional features, you get more options for customisation and automation. You also get advanced tools to analyse sales activity and performance.
How the plans build on each other
Each plan includes the features of the previous one:
Essential covers the core CRM features.
Starter adds collaboration tools and connections with productivity applications.
Professional gives you advanced administration tools and more options for customisation and integration.
Performance adds further management tools, automation and analytics.
You can change your plan as your organisation’s needs change.
Choosing a plan
Think about how your team works and what your sales processes involve. Then consider how much you need to customise the application.
If you need help with choosing a plan, contact your Sage Business Partner or the Sage Sales team.
What’s next?
The following articles explain Sage Sales Management licences in more detail.
➡️ Next article: Usage limits in Sage Sales Management