What’s New in Sage CRM 2023

You no longer need to install a plugin to view and edit a file attached to a Company or Task or created using the Mail Merge feature. Sage CRM 2023 R1 uses artificial intelligence to generate and display a narrative report containing an executive summary and business insights for each Company. A previous Sage CRM release enabled the import of email messages to Companies, Persons, and Opportunities. System administrators can configure an allowlist to restrict the file types that users can upload to Sage CRM. Admins can now position custom logos as well as change the background of the entire login screen, offering better control over the look and feel of an individual installation.