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Sage CRM

New Supplementary Guide: Why Upgrade Sage CRM?

1 minute read time.

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 clear and accessible summary of the product’s evolution—covering new features, usability enhancements, integration improvements, and security updates.

What the guide contains

  • Release-by-release highlights: A concise breakdown of what was added or improved in each version.

  • Answers to common customer questions: “What do we get for upgrading?” and “How has the product changed?” are addressed head-on.

  • Customer benefits explained: From modern Exchange Online integration and Mailchimp enhancements, to new tagging, reporting, and workflow features, the guide outlines how these changes deliver real business value.

  • Future-proofing assurance: Customers can see the continuous investment in Sage CRM, ensuring compatibility with Microsoft standards, REST API innovation, and a roadmap that extends through 2027.

Why this guide is helpful

For partners, this is a sales and enablement tool:

  • Use it in conversations with customers who are running older versions of Sage CRM.

  • Show clear reasons to upgrade, focusing not only on features but also on compliance, productivity, and integration.

  • Build confidence that Sage CRM is actively developed, with a strong roadmap and regular improvements.

For customers, the guide provides reassurance and clarity:

  • Understand what’s new in each version.

  • See how staying current helps them maximise the value of their CRM.

  • Make informed decisions about upgrading.

Blue book Access the guide here: Why Upgrade Sage CRM?

*Community Hub is the new name for Sage City