Sage CRM 2021 R2 is a release that makes significant improvements to the user experience. Screens & lists have been simplified. Context menus have been rearranged to declutter the interface. A new spinner indicates when the system is working on tasks. Creating quotes & orders offers more control to users & administrators: file naming can match the quote & order references, and users can pick their template when sending quotes & orders by email.
Reporting pipelines have been updated with a modern, fresh design with fully customizable colors & styles. For customers that use multiple landing pages with email marketing they now have more control over web forms that capture leads. A new example dashboard demonstrates the power of bringing quote information to every CRM user while a new company workflow shows how processes can be controlled over all business objects in the system.
System administrators have control over the look & feel of the screens that are presented, down to individual fonts & screen elements, using upgrade-safe custom style sheets. In addition, administrators can now view log files from the user interface, which makes it easier to gather system information quickly & easily.
Sage is delighted with this important release for Sage CRM in 2021 and it is ready to integrate with your Sage accounting system.