What users are saying about
Top Rated
61 Ratings
Top Rated
49 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
Top Rated
49 Ratings
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Score 8.3 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
No photo available

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.
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Sage CRM
9.5
Customer data management / contact management
Agile CRM
8.7
Sage CRM
10.0
Workflow management
Agile CRM
7.4
Sage CRM
10.0
Territory management
Agile CRM
6.7
Sage CRM
10.0
Opportunity management
Agile CRM
8.0
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Sage CRM
10.0
Contract management
Agile CRM
7.6
Sage CRM
5.6
Quote & order management
Agile CRM
6.6
Sage CRM
10.0
Interaction tracking
Agile CRM
8.4
Sage CRM
10.0
Channel / partner relationship management
Agile CRM
8.6
Sage CRM
10.0

Customer Service & Support

Agile CRM
6.8
Sage CRM
10.0
Case management
Agile CRM
7.0
Sage CRM
10.0
Call center management
Agile CRM
6.4
Sage CRM
10.0
Help desk management
Agile CRM
7.0
Sage CRM
10.0

Marketing Automation

Agile CRM
8.5
Sage CRM
10.0
Lead management
Agile CRM
8.6
Sage CRM
10.0
Email marketing
Agile CRM
8.5
Sage CRM
10.0

CRM Project Management

Agile CRM
6.7
Sage CRM
10.0
Task management
Agile CRM
7.3
Sage CRM
10.0
Billing and invoicing management
Agile CRM
5.7
Sage CRM
10.0
Reporting
Agile CRM
7.0
Sage CRM
10.0

CRM Reporting & Analytics

Agile CRM
6.8
Sage CRM
10.0
Forecasting
Agile CRM
6.0
Sage CRM
10.0
Pipeline visualization
Agile CRM
8.4
Sage CRM
10.0
Customizable reports
Agile CRM
6.1
Sage CRM
10.0

Customization

Agile CRM
7.9
Sage CRM
10.0
Custom fields
Agile CRM
8.7
Sage CRM
10.0
Custom objects
Agile CRM
7.8
Sage CRM
10.0
Scripting environment
Agile CRM
6.6
Sage CRM
10.0
API for custom integration
Agile CRM
8.6
Sage CRM
10.0

Security

Agile CRM
8.0
Sage CRM
10.0
Single sign-on capability
Agile CRM
8.3
Sage CRM
10.0
Role-based user permissions
Agile CRM
7.6
Sage CRM
10.0

Social CRM

Agile CRM
5.9
Sage CRM
10.0
Social data
Agile CRM
5.8
Sage CRM
10.0
Social engagement
Agile CRM
5.9
Sage CRM
10.0

Integrations with 3rd-party Software

Agile CRM
7.9
Sage CRM
10.0
Marketing automation
Agile CRM
7.8
Sage CRM
10.0
Compensation management
Agile CRM
7.9
Sage CRM
10.0

Platform

Agile CRM
8.0
Sage CRM
10.0
Mobile access
Agile CRM
8.0
Sage CRM
10.0

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
  • The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
  • Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
Danny Estrada profile photo

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • 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 profile photo

Likelihood to Renew

Agile CRM10.0
Based on 2 answers
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Steven Davis profile photo
Sage CRM5.1
Based on 11 answers
We will renew as we have a lot of money invested in making it work, and a migration to another platform does not make good sense at this time. Products at a similar price point offer more features and we are looking to possibly migrate data over to a more supported and supportable platform in the future
Tim Anderson profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Sage CRM8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
No photo available

Reliability and Availability

Agile CRM10.0
Based on 1 answer
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Performance

Agile CRM10.0
Based on 1 answer
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Steven Davis profile photo
Sage CRM8.2
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 profile photo

Support

Agile CRM5.7
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo
No score
No answers yet
No answers on this topic

In-Person Training

No score
No answers yet
No answers on this topic
Sage CRM7.0
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.
No photo available

Online Training

Agile CRM10.0
Based on 1 answer
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Implementation

Agile CRM10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis profile photo
Sage CRM8.0
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.
No photo available

Alternatives Considered

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
I believe that Sage CRM is superior to Salesforce, having worked with both I found Salesforce tedious to work with, not very logical set up and key information was hard to find. I know that people that have not had the pleasure of working with Sage CRM were satisfied with Salesforce and did not experience any of the problems I, and other Sage CRM users, encountered. To me, working with Sage CRM was like second nature, easy and very comprehensive, effective and efficient.
No photo available

Scalability

Agile CRM10.0
Based on 1 answer
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Vilhelm Kruse profile photo
  • One of the most positive things I find when working with my clients on Sage CRM is in their development or implementation of their process. It helps them better define it and then work on it. Ultimately making them more efficient with a higher ROI.
  • If Sage CRM is not bought in by the entire team, the ROI will be much lower and possibly even result in failure. They may not remove the system but they may not use it to its full potential. The buy in needs to be implemented by management, team leaders, and their Sage partner to aid in the success of the solution.
  • Better customer service is a big one that I see as a positive ROI. It is so much more efficient to be able to pick up the phone and make a call to a client or prospect when you can visually see all the communications that have gone on with that client. You are more informed and therefore better equipped to fulfill your clients needs, whatever they are.
Kari-Ann B. Ryan profile photo

Pricing Details

Agile CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Agile CRM Editions & Modules
Agile CRM
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
Sage CRM
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.