Sage CRM

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...

The July 2025 meeting of the Sage CRM Business Partner Advisory Council (BPAC) reinforced a central message: Sage CRM is evolving with the energy and mindset of a startup — agile, customer-focused, and relentlessly forward-looking.  The M...

 '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...

The Sage CRM Business Partner Advisory Council (BPAC) met on 21st May 2025 with a dynamic session that underscored Sage’s enduring commitment to its CRM platform. Hosted by Jeff Richards, Head of Training Program Development, the webinar featur...

Sage CRM continues to evolve—delivering new features, critical patches, and helpful tips through regular blog posts and active forum discussions right here on the Sage Community Hub. If you want to stay informed about everything from product a...

Are you part of the global Sage partner community delivering CRM value to customers? Whether you’re an ISV, solution provider, or Sage colleague, we invite you to register for the next meeting of the Sage CRM Business Partner Advisory Council,...

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...

We recently noticed, through internal testing and collaboration with a partner who had a client with the same issue, that upgrading to the latest Outlook does not enable us to attach documents directly from Outlook via the drag-and-drop feature in CR...

This week, I had the opportunity to attend the TPAC Conference in Toronto, Canada, held from April 6–8 at the Hyatt Regency. With over 150 delegates and 20+ exhibiting companies, TPAC has become a standout event for showcasing the strength and...

For over 20 years, Sage CRM has been a trusted solution for small and medium-sized businesses (SMBs) seeking to enhance customer relationships and drive growth. While the CRM landscape has evolved, Sage CRM continues to deliver a robust and adaptable...

Our first Business Partner Advisory Council (BPAC) meeting of 2025 was a fantastic session, with 28 attendees coming together to discuss key updates, roadmap developments, and real-world success stories. A huge thank you to everyone who joined and co...

We had a recent case open from a Tech Partner who uses clean vanilla instances to do testing for their third party software. Within Sage CRM we were getting the following error after installing the Sage 300 component and doing integration. Nobody co...

Sage CRM QuickCal 1.1, is an addon designed to streamline appointment scheduling and improve communication within Sage CRM.  To install, users must ensure that their Sage CRM system has Self Service enabled and is configured to se...

Hey Sage 300 community! I’m Mich Martins, CEO of MWare Consulting, and I’m beyond excited to introduce you to something truly game-changing: the Sage 300 Action Group. Backed by industry powerhouses like Bobby Perel (Peresoft), Doug Ash (...