The local Sage teams and selected development partners completed their integration testing on 17th September 2024 and Sage CRM 2024 R2 will be released to the Sage regions on Friday 4th October 2024.

Sage is delighted with this important release for Sage CRM in 2024 and it is ready to integrate with your Sage accounting system. The exact release date in your country will be determined by your local Sage team. This is because the QA processes for the various integrations will need to be confirmed.

The latest release of Sage CRM is designed to bring clear business benefits by improving the mobile user experience, enhancing the Mailchimp Integration, simplifying system administration and management, and boosting security. This update has further improvements to the REST API to help developers create tailored solutions that meet your business needs, driving greater efficiency.

Sage is committed to supporting Sage CRM as a key tool that integrates with our Sage Accounting products worldwide. With a roadmap extending beyond 2027, we are committed to ongoing innovation that will keep your business competitive.

Sage CRM 2024 R2 focuses on making the system easier to use, improving productivity, and enhancing security. Key updates, including a better mobile interface and solutions to common challenges, ensure smoother day-to-day operations. This release helps businesses work more efficiently, delivering a better user experience and supporting future growth.

We've delivered in this release:

• The ability to view more folders in Exchange Online and change number of listed folders
• A refreshed and enhanced integration with Mailchimp including
  • Adding custom fields to Mailchimp audience
  • Changes to Mailchimp merge tags
  • Selection of Mailchimp email builder
• Support for workflow for quotes and orders
• Sage CRM Ally (beta) AI chatbot
  • Improve Sage CRM performance by disabling chatbot
• Increased maximum field length
• RESTful API enhancements including support for new Query Parameters and Operators
• New English-language HTML Mail Merge templates
• Refreshed brand and corrected names for mobile themes
• Refreshed eLearning
• Updated User Assistance
• Supporting content on Sage City and Community

The development and QA teams have continued to grind down on the bugs. The Release Notes lists over 30 issues addressed in this release. 

All these changes have been documented in the Release Notes which will be added to the Help Centre from 4th October 2024.