The CRM is a cloud-based solution and for the browser-based components there's no installation required (just minimum browser requirements). However, to support the options for automation and integration to on-premise Accounting and ERP systems, an on-premise installation is required.

There are also limitations on which on-premise versions of Exchange and Office are able to support the CRM Outlook app and Word integration.

The CRM is fully supported and compatible with the latest two versions of the following browsers:

We endeavour to provide general support for the latest version of other mainstream browsers on various devices (such as iOS and Android), however compatibility may vary - especially with older OS versions and devices.

Microsoft Internet Explorer and pre-Chromium Edge are not supported because these have both been deprecated by Microsoft.
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Microsoft Edge (Chromium version) is not supported, but there are no known issues at this time.

The CRM mainly integrates with the client-side Outlook app (Outlook Desktop or Outlook Web) but also requires an Exchange Server back-end (i.e. other POP3 mail servers will not work). We suggest:

Please note: you'll need access to the Office Store in Outlook to install the Save to CRM app.
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The CRM is compatible with the following Microsoft Office products:

Microsoft recommends 32-bit Office installation even on 64-bit Operating Systems – mainly due to compatibility with their own and third-party integrated components.

The CRM provides integration to Cloud based ERP systems via Web APIs. There are therefore no hardware or OS requirements for these cloud integrations. This section only refers to traditional, on-premise integrations.
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The information given below is for guidance only. You should seek appropriate professional advice about your hardware and networking requirements.
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The hardware required is dependent upon not just the needs of running your CRM software but also upon the needs of other applications and services running on the same server network. This includes memory, processor, disk and other contentions.
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Similarly, the recommendations below should be considered in the context of usage, volume of CRM data, volume of accounting system transactions and other relevant factors.
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We work hard to test and certify our products on the common Microsoft platforms. However, it's virtually impossible to test every combination of OS Version, OS Edition, OS Service pack, 3rd party Virtualisation platforms, 3rd Party Anti-Virus or other solutions, Office Version, Office Edition, Office Service pack, Internet Explorer version, Accounting software products, etc. We therefore strongly recommend using only up-to-date and mainstream versions and editions of Microsoft products.
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Our team cannot provide support for our Solutions running on or alongside Microsoft products and platforms that have ended Extended Support and can only provide limited support alongside products and platforms outside of Mainstream support.

NOTE: The server installation must be a full Windows installation including the Windows UI.

The CRM is hosted in Microsoft Azure. As the solution is hosted, the following recommendations are based on a dedicated virtual server for CRM Automation and Integration Services to create a hybrid integration to your on-premise accounting or ERP system. Further allowances should be made for other applications or services running on the same server (such as Exchange, other databases, Accounting System Software and Anti-Virus products).

Ultimately, Microsoft recommends running different server applications on separate server machines (either physical or virtual) and while this is not always practical it will reduce the conflicts for memory, handles, and CPU. It's worth noting that without a specific configuration, virtualisation won't reduce disk contention (i.e. where the virtual servers use the same physical disk).

Exchequer integration requires approximately twice this amount of RAM and, due to limitations with UNC paths within the COM Toolkit, must be run on the same server as the Exchequer database.

The Automation Services will run on a schedule processing your accounting and other data. The requirements below are in addition to the requirements for the OS and other software:

Our CRM has integration at its core. We lead the market in integration and are continually developing greater and broader integration features. However, we know that stability is equally important when you're running a business. We therefore recommend that you allow six months for full public testing on any new accounting system version, but don’t allow your accounting version to become more than eighteen months out of date.
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Ultimately, some releases of the CRM will require newer versions of your accounting system and vice versa. If in doubt, please ask for advice and perform your own testing before upgrading your CRM solution or your accounting system.
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The CRM requires Exchequer 7.07 as a minimum. Our team provides full support for our solutions running alongside the following Exchequer Versions:

In all cases, the CRM requires the Exchequer Toolkit for integration. The Automation Server requires a COM toolkit (and pervasive or SQL) license, as does any client wishing to communicate directly with live Exchequer data.

The CRM requires Access Dimensions 2.50.g as a minimum. Access Dimensions runs on Microsoft SQL Server, we support Microsoft SQL Server 2019 and later.

Please note: We do not offer any integration to Opera SQL

The CRM requires Opera II or Opera 3. For full sales integration capabilities, the CRM requires:

Sage usually release a new version of Sage 50 annually. We typically recommend the latest Sage 50 release, yet we may not be able to offer full support immediately after the release of a new version. Customers must check with us before applying the very latest Sage 50 version. We are fully accredited Sage 50 developers, so we know that each Sage 50 release is not intended to be backwards compatible as you might expect. Each release typically requires specific work to make it fully compatible and will often require a parallel CRM upgrade.

The CRM requires a minimum of:

There is no integration to Sage50 Quantum at this time.

*CRM integration requires Sage Professional Edition with third-party integration enabled.
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We are App Partners with Xero, Unleashed, Katana, QuickBooks Commerce (formerly TradeGecko), QuickBooks Online, DEAR Inventory (becoming Cin7 Core) and Cin7 Omni. The CRM provides straightforward integration to these systems via Web APIs. Therefore, there are no hardware or OS requirements for these cloud integrations.

We recommend Microsoft Hyper-V (which we use ourselves). The CRM is also being successfully deployed by customers using VMWare and other virtualisation platforms. The CRM will support our software running within a mainstream Virtualised Windows deployment but we recommend you take appropriate expert advice on the underlying Virtualisation and Networking infrastructure.
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Integration with other systems is at the heart of the CRM and you should therefore consider this document alongside the supported and recommended environments for your accounting solution and other products.