Sage Sales Management logo

Sage Sales Management

Vendor: Sage

Sage Sales Management is a mobile-first CRM for field sales teams, with sales activity, customer records, planning, reporting, AI-assisted workflows (Sage Copilot), and native ERP integrations (Sage 50, Sage 200, Sage X3, SAP Business One).

Visit Website ↗
linkedin email calling multichannel Field sales teams Mobile-first sales workflows Geolocation-based route optimization Teams needing ERP and Microsoft 365 integration B2B2C and indirect sales distribution models #mobile-crm #field-sales #geolocation #ai-insights #activity-tracking #erp-integration #video-conferencing #workflow-automation #b2b2c-sales #indirect-sales

Overview

Sage Sales Management (formerly ForceManager) is a mobile-first CRM for field sales teams, acquired by Sage in 2025. The CRM provides a complete overview of sales teams and their work with agencies, supporting B2B2C, B2B2B, and indirect sales models. It combines accounts, contacts, opportunities, activities, planning, dashboards, reporting, sales records, and connected email/calendar/video workflows. Key capabilities include geolocated visit tracking, AI-powered voice reporting (Smart Voice Report), Sage Copilot AI assistant, Sales Accelerator for goal setting, and native integrations with Sage ERP (Sage 50, Sage 200, Sage X3), SAP Business One, Microsoft 365, Teams, Zoom, and 4,000+ apps via Zapier/Make. The platform is extremely flexible and adapts to specific sales terminology and processes.

Key Features

Mobile CRM

Provides a user-friendly mobile interface, enabling sales representatives to access and update information on the go. Records visits in 30 seconds with geolocated accounts and opportunities mapping.

Cloud CRM

A complete and easy-to-use solution for B2B sales, providing a centralized management system to classify, arrange, and organize team accounts, contacts, and opportunities.

Sage Copilot (AI)

Integrated Artificial Intelligence for sales teams within the CRM, offering insights, automating routine tasks, and enabling voice-driven reporting.

Sales Accelerator

Allows setting and sharing of activity and sales objectives within the team to drive performance.

Sales and Activity Analysis

Provides dashboards and reports for informed decision-making and tracking team progress.

Marketing Campaigns

Create, send, and measure email campaigns directly from the CRM.

Smart Voice Report (AI Voice Reporting)

Create detailed sales reports in seconds using voice memos; AI auto-fills CRM fields and suggests next actions.

Custom Assistant

AI-powered assistant for personalized sales workflow automation.

Quotes & Orders

Generate and manage quotes and orders directly within the CRM.

GoalManager

Set, track, and manage sales goals and targets across the team.

NewsManager

Curate and distribute relevant market and account news to sales reps.

SignatureManager

Legal and digital signature solution integrated into the sales process.

Sales Campaigns

Create, plan, and execute targeted sales campaigns using segmentation.

Pros & Strengths

  • ✓
    User-Friendly Interface: Users appreciate its intuitive design, facilitating quick adoption and daily use.
  • ✓
    Effective Mobile Access: The platform's mobile optimization is beneficial for field sales teams requiring on-the-go access.
  • ✓
    Responsive Customer Support: Users commend the proactive and efficient support provided by ForceManager.
  • ✓
    Extensive Integration Ecosystem: Offers 4,000+ integrations via Zapier, Make, and open API, plus native ERP (Sage 50, Sage 200, Sage X3, SAP Business One), Microsoft 365, and video conferencing integrations.
  • ✓
    AI-Powered Voice Reporting: Smart Voice Report enables hands-free, accurate CRM data entry from voice memos.
  • ✓
    Flexible for Indirect Sales Models: Designed for B2B2C, B2B2B, and indirect sales distribution with segmentation, business plans, targets, and key individuals management.

Cons & Tradeoffs

  • ⚠
    Limited Native Integrations vs. Larger CRMs: While 4,000+ integrations exist via Zapier/Make, native integrations are fewer than major CRM platforms.
  • ⚠
    Learning Curve for Advanced Features: While basic functionalities are accessible, mastering advanced features may require additional time and training.
  • ⚠
    Pricing Transparency: Public tier prices are not reliably published; requires quote request for exact pricing.

Known Limitations

  • • Current public tier prices are not reliably published; request a quote for exact pricing.
  • • Advanced sales, integration and access-control capabilities can vary by plan and add-on.
  • • Native integration depth varies; many connections rely on Zapier/Make middleware.

Pricing & Plans

Model: custom

Sage Sales Management's official pricing page does not currently publish reliable public tier amounts. Contact Sage Sales Management for current pricing and plan details. Free trial available.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-26

Editorial Info

Last Reviewed: 2026-09-08

Verified Sources & Research

Similar Sales Tools

Agentforce Sales (formerly Salesforce Sales Cloud)

by Salesforce

Agentforce Sales is Salesforce’s sales CRM for managing pipeline, automating sales work, forecasting revenue, and extending workflows across the Salesforce platform.

freemium

Agile CRM

by Agile CRM

Agile CRM is a CRM for small to mid-sized businesses offering contact management, email marketing, automation, lead scoring, and integrations with Gmail, Shopify, and Zapier.

freemium

Attio

by Attio

Attio is an AI CRM with configurable data, contact enrichment, automation, reporting, and an app ecosystem for modern revenue teams.

freemium