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Features
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Mobile CRM
The best mobile sales experience.
CRM in the Cloud
A complete and easy-to-use solution for sales B2B.
Sage Copilot
Artificial Intelligence for Sales in Your CRM.
Sales accelerator
Set and share activity and sales objectives with your team.
Sales and Activity Analysis
Dashboards and information to make better decisions.
Marketing
Impact key audiences with marketing features in your CRM.
Add-ons
Smart Voice Report
Custom Assistant
Quotes & Orders
GoalManager
NewsManager
SignatureManager
Sales Campaigns
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ERP
Sage 50
SAP Business One
Microsoft 365
Microsoft Teams
Video Calls
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Custom Versions
5500
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Construction
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Other Industries
By Role
Sales Manager
Sales Representatives
Inside Sales
Point of Sale Manager
Channel Manager
IT teams
Back Office
Marketing Teams
Success Stories
DAS
Improved sales in the insurance sector by 30%
Alsina
They have improved and optimized their sales process.
Primar Iberica
More clients, more activity, and more sales. With 95% adoption rate in the first year.
Fedefarma
Reduced comercial reporting time by half.
TSB
A stronger, more cohesive sales team with enhanced responsiveness.
Auto 88
They now have a much deeper understanding of their customers' needs.
Bare Metal Standard
Increased sales figures by 19%.
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Pricing
Resources
Product Support
Support
Do you have any questions? Our support team is here.
Product Updates
Keep up date with Sage Sales Management news.
Partners
Get to know our partner program and grow with us.
Education Resources
Ebooks & Whitepapers
Sales forescasting, reporting, coaching and more.
Blog
High impact articles for business and sales.
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Free eBook
Learn the techniques of the best sales managers to develop sales forecasting.
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Newsletter
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Estrenamos nombre e identidad visual para seguir ofreciendo el mejor CRM impulsado por IA para equipos de ventas.
1 min read
Imagine always having a sales analyst with you, ready to provide key business information. Stop imagining: We introduce you to Sage Copilot Chat.
4 min read
In our last article of the year, we have an important message for sales teams. And a number: 4,070,340.
2 min read
HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
The Sage Sales Management 5500 mobile app is Uber for retirement plan prospecting.
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
Get Started with Sage Sales Management
Improve your sales team’s performance
Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to Sage Sales Management.
6 min read
Via HubSpot and Zapier you can easily create your form and stick it to Sage Sales Management, to skip the process of inserting manually those leads into the CRM.
9 min read
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
3 min read
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
How are you currently tracking retirement plan leads and opportunities?
Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.
Sage Sales Management 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM
One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.
At ForceManager, we are very proud of how our talent has led to the change caused by the current situation and has managed to adapt and give their best. What objective do we have?
What can citizens do during a crisis like this one? That was the driving question for most citizens on March 14th after the country declared a state of alarm to control the spread of COVID-19 and cope with the mounting public health emergency.
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