Sage CRM

Following the completion of integration testing on 7 November 2025, Sage CRM 2025 R2 will be released to Sage regional teams on Friday, 21 November 2025. This release marks another important milestone in Sage’s ongoing investment in Sage CRM. T...

Hiya, If you come across an error while upgrading from very older version that says:  Errors 16 Items                 After line 40: SQLError: Cannot insert the value NULL int...

As cybersecurity concerns grow across industries, customers and partners frequently ask about encryption standards used in and around Sage CRM. One of the most important technologies in this space is AES-256, an encryption algorithm widely recognised...

90-Day Sage CRM Rollout Roadmap Phase 1: Prep & Discovery (Weeks 1–3) Goal: Define scope, build a team, and lock in success criteria. Form a Core Project Team Executive sponsor IT/technical lead Sales, service, and marketing represe...

We’re excited to announce that a new resource, Why Upgrade Sage CRM?, is now available on Sage Partner Central. This supplementary guide brings together highlights from all Sage CRM releases since 2020 R2 through to 2025 R1. It provides a clea...

Partners and customers often ask whether Sage CRM is ISO 27001 or SOC 2 certified. To help you answer these questions clearly and confidently, we’ve published a new supplementary guide on Sage Partner Central:  ISO 27001, SOC 2, and Sage ...

We’re excited to share that a brand-new supplementary guide, Overriding Styles in Sage CRM, is now available for download on Sage Partner Central. This guide has been designed to help partners understand how Sage CRM’s user interface can...

For many businesses, Sage CRM has been a reliable cornerstone of customer relationship management. However, if you are still running on version 7.1, you may be missing out on significant performance, security, and usability improvements that come wit...

With the release of Sage CRM 2025, now is the perfect opportunity to do more than just upgrade your software — it’s time to clean up and realign your CRM data and processes for maximum efficiency. Why This Release Is Your Best Chance for ...

When deploying Sage CRM in an enterprise or hosted environment, ensuring secure data transmission between the CRM application and the SQL Server is a top priority. While Sage CRM itself does not impose encryption rules on database connections, it is...

We have seen end users report SQL_Identity table error is encountered while upgrading from very older versions. Here I have taken the example of UserSettings table that might help resolve this behaviour at your end if you are facing something similar...

I've previously written a series of articles on the Sage CRM and Mailchimp integration, starting with "Mailchimp, An Introduction." There's been some discussion in forums about how this integration works, and I wanted to share some...

Sage CRM is a powerful platform that enables small and medium-sized businesses to manage relationships, processes, and performance efficiently. However, as with any system, visual and cognitive accessibility must be at the heart of user experience de...

 'You may need to recreate view manually' error, Resolving Connection Issues Caused by TCP/IP Port Mismatch in SQL Server Hi all, If you get an error “You may need to recreate view manually”, it could be due to many reasons.&...

With the deprecation of Application Impersonation, Sage CRM has moved to using Microsoft Graph for Exchange integration. However, many users have encountered issues where Exchange synchronization fails. This blog post outlines the causes, troubleshoo...

Getting started with a new CRM can feel overwhelming — but it doesn’t have to be. Whether you're new to Sage CRM or onboarding fresh team members, knowing what to learn first can make a huge difference in adoption, confidence, and lon...

With the release of Sage CRM 2025 R1, Sage has made available two valuable implementation resources to help system administrators and developers better manage, customise, and extend their Sage CRM implementations. Whether you are upgrading from a pre...

Ever found yourself juggling multiple quotes for a single, large project where your customers are all bidding against each other? For sub-tier suppliers, managing these complex sales scenarios in Sage CRM can feel like a labyrinth. This article will ...

Sage CRM 2025 R1, released in June 2025, provides continued support for the latest platforms and database technologies, while maintaining backwards compatibility with key systems supported in Sage CRM 2024 R2. Support for Windows Server 2025 Sage CR...

Sage CRM 2025 R1 was officially released on Friday, 13th June 2025. Each Sage operating company (OpCo) will decide when to roll out the new version in its respective regions. This makes now an ideal time to begin planning your upgrade. Upgrading to ...

For information about features and supported environments across all versions of Sage CRM, your first stop should be the Help Centre at http://help.sagecrm.com.Sage CRM 2025 R1 was officially released to Sage operating companies on Friday, 13th June...

The default Pipeline within the Opportunity List displays a Statistics panel beneath the pipeline. The article Customizing the Opportunity Pipeline Summary Information explains how to control the information in the Pipeline statistics area but not a...

This post has been prompted by a question in the discussion forum and made easier to pull together because I am presenting a short training session on the Customer Care features of Sage CRM this week.  Customer complaints are an inevitable ...

Is your Sage CRM cluttered with duplicate records, outdated contact info, or inconsistent formatting? You’re not alone. As customer databases grow, so does the potential for messy data—and that can slow down your team, cloud your reportin...

One of the most common questions I hear from customers is: “Should our field staff use the Sage CRM Desktop theme on tablets, or should they stick to the mobile-optimised interface on phones?” The answer depends on how your team wor...