Sage CRM

Artificial Intelligence is rapidly becoming one of the most talked-about technologies in CRM. Every vendor is promising smarter insights, better automation, and faster decision-making. But after spending considerable time exploring AI capabilities, ...

We want to provide an update on the planned release of Sage CRM 2026 R2. The release date has been moved to Friday 23rd October 2026, four weeks later than originally planned. This change is to allow the development team additional time to complete ...

Everywhere you look, AI is being positioned as the solution to every CRM challenge. AI will transform sales. AI will revolutionise customer service. AI will eliminate administration. AI will predict your next customer opportunity before you even know...

I am working on a project as part of Sage CRM labs development.  I have a page in the My CRM context.  By default, because of its context, it displays the "Find" box that is normal for the My CRM context.   <!-- #include ...

Part 3 — Turning Survey Responses into Actionable Insights In Part 1, we built a native survey module inside Sage CRM. In Part 2, we explored how external tools such as Microsoft Forms, SurveyMonkey, Typeform, and Qualtrics can ...

Artificial intelligence is rapidly becoming part of everyday business software. But not every business problem needs the same kind of AI, and not every process should be handed over to a probabilistic or generative system. For Sage CRM, the starting...

In larger Sage CRM implementations, where there is a high demand on the application server, Sage CRM can be deployed in a multi-server environment. This allows a single Sage CRM database to be accessed through multiple web/application servers. Perf...

In Part 1, we explored how to build a fully native survey module inside Sage CRM. While that approach gives you complete control, many organisations need something faster, more flexible, and with a modern user experience. In Part 2, we shift gears....

Designing entities, linking to cases, automating triggers, and reporting results  In my previous post, I explored three effective ways to run surveys in Sage CRM—covering NPS, CSAT, and case closure feedback. In this series, we go one step...

In Sage CRM, every screen is generated as the result of a hyperlink request. This may occur when a user selects a tab, clicks a button, opens a record from the Recent List, or follows a link from a list or dashboard gadget. The URL passed to eware.dl...

Customer feedback is the fuel that keeps service teams sharp, sales teams aligned, and leadership grounded in reality. Whether you’re measuring NPS, collecting case‑closure feedback, or running a quick satisfaction pulse, surveys are one of the...

Sage CRM 2026 R1 is a Security and Compatibility release, which means most of the changes are focused on strengthening the platform rather than introducing new developer features. While there are no new API endpoints or major functional changes to t...

When the General Data Protection Regulation (GDPR) came into force in May 2018, it fundamentally changed how organisations manage personal data. In response, Sage CRM 2018 R2 introduced a set of features designed to help partners and customers meet t...

Sage CRM 2026 R1 introduces an important upgrade to the PDF reporting engine used within the platform. As part of this Security and Compatibility release, Apache FOP has been updated to a newer version, delivering improvements in performance, stabil...

Following the recent release of Sage CRM 2026 R1, we’re pleased to share that the Technical Deep Dive webinar recording is now available to watch on demand. https://youtu.be/mtRwYvZVL28 What the session covers This session provides a detailed t...

Sage CRM 2026 R1 includes important updates to the Apache Tomcat application server, which plays a central role in the Sage CRM architecture. As part of this Security and Compatibility release, Tomcat has been upgraded and hardened to improve securi...

Sage CRM 2026 R1 introduces a number of important improvements to the integration with Microsoft Exchange Online. These updates focus on increasing reliability, simplifying configuration and ensuring continued compatibility with Microsoft’s ev...

As part of Microsoft’s ongoing modernisation of its SQL Server portfolio, Microsoft has confirmed that it will end the ISV Runtime (ISVr) agreement. This agreement previously allowed software vendors, including Sage, to distribute Microsoft SQ...

Sage CRM 2026 R1 introduces a series of important implementation improvements focused on strengthening the security, stability and resilience of the platform. As a Security and Compatibility release, this version continues Sage’s ongoing inves...

Sage CRM 2026 R1 was released on Monday, 30 March 2026. Each Sage operating company will determine when this version becomes available in its region, making this the ideal time to begin planning your upgrade. Upgrade Eligibility You can upgrade dir...

If you are looking for information about Sage CRM features, supported environments or documentation for any version, the best place to start is the Sage CRM Help Centre: http://help.sagecrm.com Sage CRM 2026 R1 Release and Resources Sage CRM 2026 R...

Sage CRM 2026 R1 introduces support for Microsoft SQL Server 2025 (Enterprise, Standard and Express editions). This ensures that customers can adopt Microsoft’s latest database platform and benefit from ongoing innovation in performance, secur...

As we continue the build-up to the release of Sage CRM 2026 R1, one of the commitments made during the recent TPAC South Africa keynote was to strengthen the resources available to our developer and ISV community. We are pleased to announce that the...

A tidy Sage CRM system runs faster, reports more accurately, and keeps your team productive. The trick is cleaning things up without causing accidental damage. Here’s a safe, streamlined approach that keeps everything intact.  Back Up Befo...

Following the successful completion of integration testing on 13 March 2026, Sage CRM 2026 R1 will be made available to Sage regional teams from Friday, 27 March 2026. This release represents another important step in Sage’s ongoing investment ...