This release focuses on integration, customization, and usability enhancements. The updates improve user control over integrations with Exchange Online and Mailchimp, make it easier to manage workflows, and tailor the CRM to business needs. Additionally, the inclusion of AI-powered support via the Sage CRM Ally chatbot shows Sage's commitment to enhancing user assistance within Sage CRM.

Freshened branding, new templates, and performance options evidently improve usability, focusing on delivering a more polished and responsive user experience. The API enhancements aim to support a broader range of integrations, making Sage CRM a more flexible, extensible tool for diverse business requirements.

We've delivered in this release:

• Viewing more folders in Exchange Online and changing the number of listed folders.
• The option to add a custom field to a Mailchimp audience.
• Changes to Mailchimp merge tags, including renaming and unlinking certain tags.
• The ability to select a Mailchimp email builder.
• The option to enable or disable workflow for quotes and orders.
• The introduction of the Ask Sage CRM Ally (beta) AI chatbot.
• The ability to improve Sage CRM performance by disabling the chatbot.
• Increased maximum field length.
• Enhancements to the RESTful API.
• New English-language HTML templates.
• A refreshed brand and corrected names for mobile themes.

Blog Articles

• Sage CRM 2024 R2: What to Expect
• Sage CRM 2024 R2: Getting the best out of Sage CRM Ally (beta)
• Sage CRM 2024 R2: Changes to Help and Available Resources
• Sage CRM 2024 R2: Planning your upgrade & changes in supported software
• Sage CRM 2024 R2: Changes to the database and metadata
• Sage CRM 2024 R2: Column, Screen & List Reference: A new tool for System Administrators and Developers
• Sage CRM 2024 R2: Improvements to Importing Emails and viewing folders
• Sage CRM 2024 R2: Mobile UX Improvements
• Sage CRM 2024 R2: General Field Improvements
• Sage CRM 2024 R2: Workflow for quotes and orders
• Sage CRM 2024 R2: Implementation Improvements: Security updates
• Sage CRM 2024 R2: New English-language HTML templates for Document Merge
• Sage CRM 2024 R2: RESTful API enhancements - new Query Parameters and Operators
  
  

Note: This applies to Sage CRM stand-alone and when integrated with Sage accounting products. Sage 50, Sage 100, Sage 200, Sage 300, Sage X3 and Sage Intacct.

Support statement

All environments, configurations, integrations, and 3rd-party software that Sage supports are documented in the help and guides published on Sage CRM Help Center.

Any environments, configurations, integrations, and 3rd-party software that are not documented here have not been tested, and are therefore not supported by Sage.