Integrations & API — found from sitemap — ForceManager

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• Voice report Report an error

  “Tell Sage Copilot about your most recent sales visit. It will instantly summarise and structure the information and will suggest next actions: creating an order, scheduling a meeting in your calendar, or sharing an overview with your customer.”

• CRM focus Report an error

  “Sage Sales Management is the CRM built for B2B sales teams.”

• Features list Report an error

  “Simple team hierarchy Contact management Opportunity pipeline Calendar and tasks Route planner with check-in Activity and call log Email and calendar sync Team activity tracking Customisable dashboards Basic goal configuration Integration with Microsoft Teams and Zoom Sage Copilot: artificial intelligence assistant”

• Starter users Report an error

  “Starter Platform for team collaboration on managing accounts, customers and opportunities. From 1 user”

• Professional min users Report an error

  “Professional Integrate your ERP. Assign and monitor quotas. More complete hierarchy. Min. 5 users”

• Professional features Report an error

  “ERP and customised integrations Geolocalised opportunities Personalised dynamic forms Multi-company CSV import Detects duplicates Office365 SSO / Google Workspace SSO”

• Performance features Report an error

  “Personalised widgets for companies and opportunities Multiple opportunity pipelines Personalised validations Active Directory Integration Customised branding”

• Performance min users Report an error

  “Performance High customisation. Sales campaigns, orders and advanced analytics. Min. 5 users”

• Quote turnaround Report an error

  “Sales tools designed to help your team sell more, work smarter, and stay in control wherever they are. Request your personalised quote in under 24 hours.”

• Volume discounts Report an error

  “Enquire about available discounts based on the number of users.”

• Erp count Report an error

  “Connect Sage Sales Management with more than 4,000 solutions: ERP, accounting and invoicing software, email, calendar, marketing and support services.”

• Addons Report an error

  “AI voice reporting Say goodbye to manual data entry. Report faster, without missing details and using just your voice. AI-powered form-filling using your voice Quotes and orders GoalManager NewsManager SignatureManager Sales Campaigns Customised assistant”

• Modules Report an error

  “Sage Copilot Mobile CRM Cloud-based CRM Sales accelerator Sales and activity analysis”

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