Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity CRM
Score 9.2 out of 10
N/A
Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.
$2,000
per year per user
monday CRM
Score 8.2 out of 10
N/A
monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
$45
per month 3 seats (minimum)
Sage CRM
Score 8.9 out of 10
Mid-Size Companies (51-1,000 employees)
Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Pricing
Affinity CRMmonday CRMSage CRM
Editions & Modules
Essential
$2000
per year per user
Scale
$2300
per year per user
Advanced
$2700
per year per user
Enterprise
Contact
Basic
$15
per month per seat
Standard
$20
per month per seat
Pro
$33
per month per seat
Ultimate
Contact Sales
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
Affinity CRMmonday CRMSage CRM
Free Trial
NoYesYes
Free/Freemium Version
NoNoNo
Premium Consulting/Integration Services
NoNoYes
Entry-level Setup FeeNo setup feeOptionalNo setup fee
Additional DetailsPlans start with 3 seats. Yearly save 33%Tiered pricing is available for multiple users.
More Pricing Information
Community Pulse
Affinity CRMmonday CRMSage CRM
Features
Affinity CRMmonday CRMSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
7.1
76 Ratings
10% below category average
Sage CRM
8.8
17 Ratings
12% above category average
Customer data management / contact management00 Ratings7.869 Ratings9.017 Ratings
Workflow management00 Ratings8.374 Ratings8.616 Ratings
Territory management00 Ratings6.741 Ratings8.517 Ratings
Opportunity management00 Ratings7.067 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.860 Ratings9.016 Ratings
Contract management00 Ratings6.851 Ratings8.614 Ratings
Interaction tracking00 Ratings6.755 Ratings9.216 Ratings
Quote & order management00 Ratings00 Ratings9.016 Ratings
Channel / partner relationship management00 Ratings00 Ratings8.716 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
7.2
57 Ratings
8% below category average
Sage CRM
8.7
16 Ratings
11% above category average
Lead management00 Ratings7.257 Ratings8.816 Ratings
Email marketing00 Ratings00 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
7.7
72 Ratings
0% above category average
Sage CRM
9.0
17 Ratings
16% above category average
Task management00 Ratings8.271 Ratings9.016 Ratings
Billing and invoicing management00 Ratings7.349 Ratings9.015 Ratings
Reporting00 Ratings7.561 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
6.8
70 Ratings
12% below category average
Sage CRM
8.6
17 Ratings
11% above category average
Forecasting00 Ratings5.757 Ratings8.716 Ratings
Pipeline visualization00 Ratings7.366 Ratings8.416 Ratings
Customizable reports00 Ratings7.461 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
6.8
69 Ratings
12% below category average
Sage CRM
8.6
17 Ratings
11% above category average
Custom fields00 Ratings6.769 Ratings8.517 Ratings
Custom objects00 Ratings6.661 Ratings8.516 Ratings
Scripting environment00 Ratings7.242 Ratings9.016 Ratings
API for custom integration00 Ratings6.543 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
8.2
63 Ratings
3% below category average
Sage CRM
8.7
17 Ratings
3% above category average
Single sign-on capability00 Ratings8.356 Ratings8.717 Ratings
Role-based user permissions00 Ratings8.163 Ratings8.813 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
8.4
41 Ratings
11% above category average
Sage CRM
9.0
14 Ratings
18% above category average
Marketing automation00 Ratings8.441 Ratings9.114 Ratings
Compensation management00 Ratings00 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
8.1
65 Ratings
7% above category average
Sage CRM
7.8
16 Ratings
3% above category average
Mobile access00 Ratings8.165 Ratings7.816 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
-
Ratings
Sage CRM
8.1
16 Ratings
5% above category average
Case management00 Ratings00 Ratings8.016 Ratings
Call center management00 Ratings00 Ratings8.215 Ratings
Help desk management00 Ratings00 Ratings8.214 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Affinity CRM
-
Ratings
monday CRM
-
Ratings
Sage CRM
9.4
13 Ratings
23% above category average
Social data00 Ratings00 Ratings9.513 Ratings
Social engagement00 Ratings00 Ratings9.313 Ratings
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Affinity CRMmonday CRMSage CRM
Small Businesses
MethodCRM
MethodCRM
Score 9.2 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Zendesk Sell
Zendesk Sell
Score 9.7 out of 10
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Conversica
Conversica
Score 4.0 out of 10
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
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User Ratings
Affinity CRMmonday CRMSage CRM
Likelihood to Recommend
9.1
(4 ratings)
8.6
(85 ratings)
8.9
(28 ratings)
Likelihood to Renew
10.0
(1 ratings)
9.8
(5 ratings)
5.1
(11 ratings)
Usability
-
(0 ratings)
8.6
(82 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
-
(0 ratings)
8.2
(1 ratings)
Support Rating
10.0
(1 ratings)
7.3
(57 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.2
(1 ratings)
8.0
(1 ratings)
User Testimonials
Affinity CRMmonday CRMSage CRM
Likelihood to Recommend
Affinity (Project Affinity, Inc.)
Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.
Read full review
monday.com
Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
Read full review
Sage
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
Read full review
Pros
Affinity (Project Affinity, Inc.)
  • Organization
  • Data Housing
  • Exporting Data
Read full review
monday.com
  • It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
  • It is very useful in automating the processes of relevant departments.
  • The field names, types, and data you enter can be customized as per your organization's requirements.
Read full review
Sage
  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
Read full review
Cons
Affinity (Project Affinity, Inc.)
  • More prompts to update and sort new connections
  • More visual appeal on each listing on a list
  • An Outlook desktop app plugin
Read full review
monday.com
  • It takes a while to get used to the UX if you are used to Hubspot or another CRM
  • We are still testing mass email functionality, it's a little less intuitive vs Hubspot
  • The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
Read full review
Sage
  • Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
  • Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
  • Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
Read full review
Likelihood to Renew
Affinity (Project Affinity, Inc.)
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
Read full review
monday.com
It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Read full review
Sage
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.
Read full review
Usability
Affinity (Project Affinity, Inc.)
No answers on this topic
monday.com
It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
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Sage
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
Read full review
Performance
Affinity (Project Affinity, Inc.)
No answers on this topic
monday.com
No answers on this topic
Sage
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
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Support Rating
Affinity (Project Affinity, Inc.)
Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.
Read full review
monday.com
When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
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Sage
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
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In-Person Training
Affinity (Project Affinity, Inc.)
No answers on this topic
monday.com
No answers on this topic
Sage
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Read full review
Implementation Rating
Affinity (Project Affinity, Inc.)
No answers on this topic
monday.com
It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
Read full review
Sage
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.
Read full review
Alternatives Considered
Affinity (Project Affinity, Inc.)
Affinity is the bridge that links our communication through our software workflow.
Read full review
monday.com
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
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Sage
Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
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Return on Investment
Affinity (Project Affinity, Inc.)
  • Hard to quantify - I know my job would be exponentially more difficult if I didn't have it.
  • Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress.
Read full review
monday.com
  • I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
  • Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
  • We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.
Read full review
Sage
  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
Read full review
ScreenShots

monday CRM Screenshots

Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities,  and notifications when a lead opens an email.Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.