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Sage CRM 2024 R2: Now Available!

These updates are designed to make your experience with Sage CRM more efficient, secure and user-friendly. Sage is committed to continuously improving Sage CRM to meet your needs.
Sage CRM 2024 R2: Now Available!
We’re delighted to let you know that the release of Sage CRM 2024 R2 is now available!
 
These updates are designed to make your experience with Sage CRM more efficient, secure and user-friendly. Sage are committed to continuously improving Sage CRM to meet your needs. Please see below the new features and enhancements:

User Interface and User Experience Improvements:
  • Sage CRM Ally (beta): 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 the ready to use templates
  • Calendar Enhancements: minor tweaks based on customer 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
  • Improved field labelling: clearer labels for better data management
  • Enhanced fields for website/email/IP addresses: more precise and user-friendly field options
  • Better exchange integration documentation: easily set up and manage Exchange Integration with improved guides
 
Please contact your Account Manager on 01423 330335 Option 1 or email sales@onesys.co.uk to discuss the Sage CRM 2024 R2 upgrade in more detail.

Making Tax Digital 

Making Tax Digital is an HMRC initiative that aims to revolutionise the UK tax system and ultimately bring an end to self-assessment.
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