Sage CRM 2024 R2: Planning your upgrade & changes in supported software

1 minute read time.

Sage officially was released Sage CRM 2024 R2 on Friday, 4th October 2024. Each Sage operating company (OpCo) will decide when to roll out the new version in their region, so it’s a good time to start planning your upgrade.

Upgrading to Sage CRM 2024 R2

You can upgrade to Sage CRM 2024 R2 from the following versions:

  • Sage CRM 2024 R1
  • Sage CRM 2023 R2
  • Sage CRM 2023 R1
  • Sage CRM 2022 R2
  • Sage CRM 2022 R1

Ensure you are upgrading from one of these listed versions, as other upgrade paths are neither tested nor supported.

Note: Support for Sage CRM 2021 R1 and R2 ended on 30th September 2024.

Upgrading from Older Versions of Sage CRM

If you are using an older version of Sage CRM, you'll need to upgrade to a supported version before moving to Sage CRM 2024 R2. You can check the version support lifecycle on the Sage CRM website:

https://help.sagecrm.com/support/support-lifecycle/

Exceptions may apply for specific integrations with Sage accounting solutions. Please refer to the integration documentation for details.

Recommendations for Older Sage CRM Customers

Upgrading to a supported version is strongly recommended, especially for users on significantly older versions of Sage CRM. While the upgrade process may seem complex, it is manageable and brings substantial benefits, including access to new features, an improved user experience, and enhanced system security.

For those using Sage CRM in conjunction with Sage accounting solutions, consult the relevant integration guides to ensure compliance with upgrade requirements. For third-party integrations, refer to the documentation provided by your vendor.

Example Upgrade Path for Version 7.1 Users

If you are currently using Sage CRM version 7.1, you’ll need to follow a specific upgrade path:

  1. First, upgrade to version 7.2 using either SP1 or SP2.
  2. Next, upgrade directly to version 7.3 SP3 (no additional patches required).  From 7.3 SP3, upgrade sequentially to:
  3. Sage CRM 2018 R3
  4. Sage CRM 2021 R2
  5. Sage CRM 2024 R1
  6. Finally, Sage CRM 2024 R2

By following these steps, you'll ensure a smooth and supported transition to Sage CRM 2024 R2.