What users are saying about
17 Ratings
54 Ratings
17 Ratings
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Score 7.1 out of 100
54 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Accelo

Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
Charles Fashana, MBA | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Accelo
7.2
Sage CRM
Task Management
Accelo
8.8
Sage CRM
Resource Management
Accelo
7.9
Sage CRM
Gantt Charts
Accelo
7.8
Sage CRM
Scheduling
Accelo
5.6
Sage CRM
Workflow Automation
Accelo
7.1
Sage CRM
Team Collaboration
Accelo
6.2
Sage CRM
Support for Agile Methodology
Accelo
7.0
Sage CRM
Support for Waterfall Methodology
Accelo
4.8
Sage CRM
Email integration
Accelo
6.3
Sage CRM
Mobile Access
Accelo
7.3
Sage CRM
Timesheet Tracking
Accelo
9.3
Sage CRM
Change request and Case Management
Accelo
7.1
Sage CRM
Budget and Expense Management
Accelo
8.7
Sage CRM

Professional Services Automation

Accelo
7.8
Sage CRM
Quotes/estimates
Accelo
7.2
Sage CRM
Invoicing
Accelo
8.3
Sage CRM
Project & financial reporting
Accelo
8.6
Sage CRM
Integration with accounting software
Accelo
7.2
Sage CRM

Sales Force Automation

Accelo
Sage CRM
9.5
Customer data management / contact management
Accelo
Sage CRM
10.0
Workflow management
Accelo
Sage CRM
10.0
Territory management
Accelo
Sage CRM
10.0
Opportunity management
Accelo
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Accelo
Sage CRM
10.0
Contract management
Accelo
Sage CRM
5.6
Quote & order management
Accelo
Sage CRM
10.0
Interaction tracking
Accelo
Sage CRM
10.0
Channel / partner relationship management
Accelo
Sage CRM
10.0

Customer Service & Support

Accelo
Sage CRM
10.0
Case management
Accelo
Sage CRM
10.0
Call center management
Accelo
Sage CRM
10.0
Help desk management
Accelo
Sage CRM
10.0

Marketing Automation

Accelo
Sage CRM
10.0
Lead management
Accelo
Sage CRM
10.0
Email marketing
Accelo
Sage CRM
10.0

CRM Project Management

Accelo
Sage CRM
10.0
Task management
Accelo
Sage CRM
10.0
Billing and invoicing management
Accelo
Sage CRM
10.0
Reporting
Accelo
Sage CRM
10.0

CRM Reporting & Analytics

Accelo
Sage CRM
10.0
Forecasting
Accelo
Sage CRM
10.0
Pipeline visualization
Accelo
Sage CRM
10.0
Customizable reports
Accelo
Sage CRM
10.0

Customization

Accelo
Sage CRM
10.0
Custom fields
Accelo
Sage CRM
10.0
Custom objects
Accelo
Sage CRM
10.0
Scripting environment
Accelo
Sage CRM
10.0
API for custom integration
Accelo
Sage CRM
10.0

Security

Accelo
Sage CRM
10.0
Single sign-on capability
Accelo
Sage CRM
10.0
Role-based user permissions
Accelo
Sage CRM
10.0

Social CRM

Accelo
Sage CRM
10.0
Social data
Accelo
Sage CRM
10.0
Social engagement
Accelo
Sage CRM
10.0

Integrations with 3rd-party Software

Accelo
Sage CRM
10.0
Marketing automation
Accelo
Sage CRM
10.0
Compensation management
Accelo
Sage CRM
10.0

Platform

Accelo
Sage CRM
10.0
Mobile access
Accelo
Sage CRM
10.0

Pros

Accelo

  • Timing Client Work: You are able to better manage your time on your clients.
  • Housing Client Info in one Area: You can view all you need for any given client in one area.
Anonymous | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Accelo

  • Cumbersome processes - feels like tasks take longer than they should.
  • We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
  • Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.
Ryan Freeman | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Accelo

Accelo 9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan | TrustRadius Reviewer

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Anonymous | TrustRadius Reviewer

Usability

Accelo

Accelo 7.0
Based on 1 answer
No answer on this topic is available.

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Performance

Accelo

Accelo 10.0
Based on 1 answer
No answer on this topic is available.

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

Accelo

Accelo 7.3
Based on 4 answers
From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
Charles Fashana, MBA | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

In-Person Training

Accelo

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

Accelo

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Accelo

We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
Chris Osterhout | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

Accelo

  • Helps with tracking prospects through the sales/marketing funnel
  • Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.
Anonymous | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Screenshots

Pricing Details

Accelo

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* Per Installation

Accelo Editions & Modules

Edition
Plus$191
Premium$341
  1. Per User
Additional Pricing Details

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

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