Company, Product and Industry News

Supercharge Your Address Management in SageCRM with GetAddress

Tired of inconsistent or incomplete address data in your CRM? Say hello to the Spire GetAddress API integration – a simple yet powerful way to streamline address entry and improve data quality.

Data is cross referenced against Ordnance Survey's complete list of uk postcodes (code point open) with the latest property sales, council tax register, companies house data and over twenty other data sources to create near complete address database.

Microsoft Dynamics 365 Sales brings the power of AI to help sellers meet their targets while boosting seller productivity. Copilot and agents enhance performance and simplify tasks, to help grow your pipeline, sharpen strategies, and accelerate deals.

A reimagined user experience ensures sellers never miss the best move. Automated research, ongoing follow-ups, and prioritized tasks provide continuous guidance, allowing you to focus on the right actions to drive success and grow your business.

Watch this video to discover the new and enhanced features included in this release wave which will be rolling out to our customers from April 2025.

What This Means for You
If you are using Sage CRM with Microsoft Exchange On-Premise, this change does not impact you.
If you are using Sage CRM with Microsoft Exchange Online, you will have experienced connectivity issues due to Microsoft’s changes.
The new patches restore Exchange Online integration with improved security and compatibility.

Key Changes in the Patch
Bi-directional synchronization of appointments is maintained and prioritized.
Import Emails and Contacts replaces the previous contact synchronization feature.
Task synchronization will be introduced in Sage CRM 2025 R1 or a future patch.
This transition aligns Sage CRM’s integration with Microsoft’s evolving security model while ensuring uninterrupted functionality.

If you're using Outlook for Microsoft 365 then you can install the Capsule Add-in for Outlook.

The Add-in makes it really easy to add contacts, store and track email conversations and create Tasks, Projects & Opportunities, all without leaving your inbox.
Once you start tracking an email conversation from Outlook using the Add-in it will keep tracking all future messages in that conversation - saving you from having to store each individual back and forth message.

UI & UX improvements

• Sage CRM Ally (beta): Our new embedded chatbot makes it easier than ever to get help with Sage CRM features, with enhanced controls for both admins and users.
• New Mail Merge Templates: Save time with our ready-to-use templates.
• Calendar Enhancements: Minor tweaks based on your feedback for a more intuitive calendar experience.
• Mobile Interface Upgrades: Enjoy a more polished and user-friendly mobile experience.

Administration and Integration Improvements

• Mailchimp Integration Enhancements: Seamlessly sync more fields than ever before, regardless of your subscription level, with improved field matching for effortless data transfer.
• Workflow for Quotes and Orders: Streamline your sales process with new workflow support.
• Decluttered Admin Screens: Navigate with ease thanks to a cleaner, more organised admin interface.

Sage CRM 2024 R1 was released to the regions on Thursday, 11th April 2024. This version has delivered the following features:

UI & UX Improvements * 40+ cases resolved * Improved favorites management with ordering options. * The ability to highlight text in multiline text fields for improved readability and faster insights on key information. * A new tagging system for easier record organization and retrieval. * An embedded chatbot for User Help improving the access to help on using Sage CRM features.

General Admin Improvements * Enhanced security for better data protection including improved control of external URLs in dashboard gadgets. * Prevention of deletion of key metadata Ensuring that screens and lists can't accidentally be removed.

Implementation Improvements * A foundation for future advancements by adopting 64-bit Java for increased performance and scalability.

Sage CRM 2023 R2 was released to the regions on Friday, 29th September 2023.

What's New in Sage CRM 2023 R2?

• User Improvements
• The extension of the Company Narrative Summary into multiple languages.
• Rectangular Pipeline improvements to aid readability.
• The option to view CRM data through multiple, read-only, tabs.
• Integration & Administrative Improvements
• Imported emails can now have default timestamping & storage of additional data.
• Support for single tenant in OAuth 2.0.
• Administrators can now view workflow rules & actions without disabling workflow.

The changes in Sage CRM 2023 R1 have mainly focused on extending the Email and Contact Import feature that was introduced in Sage CRM 2022 R2 and on completing the refreshment of the main user interface

There is a brand new feature called the Company Narrative that will generate an executive summary of all interactions with a company in Near Natural Language using Deterministic AI.

Some of the other changes that have been brought to Sage CRM 2023 R1 are

• Editing merged documents
• Updated SDK Installer and .NET code snippets
• Advanced Customisation Wizard updates
• Updates to the Client-Side API
• User interface refresh continued
• Accessibility Enhancements and review of Admin Screens
• The new release has added support for MS SQL Server 2022 and now ships MS SQL Server 2022 Express with the installation.

Sage CRM 2022 R2 was released on 3rd September 2022.

The changes in Sage 2022 R2 have mainly focused on the New Email and Contact Import feature that replaces the Classic and Lite Outlook Plugins and a review of the general user experience and the readability of the interface.

Instead of using an additional install (plugin) within the email client (Outlook), the CRM server connects to the target email server. The user can select contacts and emails from their own account that they wish to import into Sage CRM.

The initial server connection will be for Exchange Online via OAuth 2.0. We aim to include support for Exchange On-Premise and Google Workspace from Sage CRM 2023 R1.