New Features and Enhancements in Sage CRM 2023 R1

By | July 21, 2023

Sage CRM, a popular customer relationship management solution, has undergone an exciting transformation with its latest release, Sage CRM 2023 R1. Packed with numerous new features and enhancements, this version promises to streamline workflows, boost productivity, and enhance customer experience like never before. In this blog post, we will delve into some of the key additions in Sage CRM 2023 R1, showcasing how they can benefit businesses of all sizes.

New Stuff: GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2023 R1

Customize Sage CRM login screen:

Every web application has its own login screen with their branding themes and logos. Earlier, In Sage CRM has no option to make changes on login screen as per the client’s requirement. But with the release of Sage CRM 2023 R1, there is a provision to make the changes in login screen. We can either make changes in the background of the entire login screen or we can simply add custom logo on the login screen.

Refreshed brand, enhanced accessibility:

In web applications, User Interface plays an important role to engage user in the application. The latest version of Sage CRM brings a significant focus on improving accessibility and user-friendliness. The navigation has been optimized, reducing complexity and enabling users to effortlessly locate essential features and information. The enhanced usability empowers businesses to save time, minimize training requirements, and accelerate the adoption of the CRM system across their organization.

Sage CRM 2023 R1 introduces a fresh and modern User Interface (UI) that is designed to improve user experience. The interface has been revamped with a more intuitive navigation menu, allowing users to access important information and features more efficiently. With a cleaner and more visually appealing layout, users can now enjoy a more engaging and enjoyable CRM experience.

Below are the new UI features available in Sage CRM 2023 R1.

  1. New font has been introduced in the application.
  2. New set of recognizable and consistent icons.
  3. New color scheme improving the overall accessibility of the UI.

Improvement of .NET documentation:

In the software development, documentation plays a vital role in ensuring efficient development processes and empowering developers to create robust and scalable applications. One such significant improvement in the field of .NET development can be found in Sage CRM 2023 R1, where the documentation for .NET has undergone a remarkable transformation.

The updated documentation now provides code snippets that developers can readily understand and apply to their projects. These examples demonstrate the best practices, usage patterns, and potential pitfalls, empowering developers to quickly grasp complex concepts and accelerate their development workflow.

Sage CRM 2023 R1 introduces a more intuitive and user-friendly interface, making it easier for developers to locate the information they need. The refined search functionality allows developers to find relevant documentation quickly, saving time and effort in the process.

Support for new software:

Sage CRM 2023 R1 can now be integrated with Microsoft SQL Server 2022. User can configure Sage CRM to store data in a database hosted on Microsoft SQL Server 2022 Standard, Enterprise, Web, or Express editions.

The above listed new features are available in Sage CRM 2023 R1.In this way, by installing or upgrading CRM to 2023 R1, all the features explained above will be available in CRM.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service SignatureSage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at We will be glad to assist you.