What users are saying about
38 Ratings
81 Ratings
38 Ratings
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Score 8.3 out of 100
81 Ratings
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Score 8.6 out of 100

Feature Set Ratings

  • Close ranks higher in 5 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, Social CRM, Platform
  • Sage CRM ranks higher in 5 feature sets: CRM Project Management, CRM Reporting & Analytics, Customization, Security, Integrations with 3rd-party Software

Sales Force Automation

8.9

Close

89%
8.8

Sage CRM

88%
Sage CRM ranks higher in 5/9 features

Customer data management / contact management

8.3
83%
8 Ratings
9.0
90%
17 Ratings

Workflow management

7.9
79%
8 Ratings
8.6
86%
16 Ratings

Territory management

8.0
80%
1 Rating
8.6
86%
17 Ratings

Opportunity management

9.4
94%
6 Ratings
8.9
89%
17 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
9.0
90%
16 Ratings

Contract management

10.0
100%
1 Rating
8.6
86%
14 Ratings

Interaction tracking

8.2
82%
8 Ratings
9.2
92%
16 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
8.7
87%
16 Ratings

Quote & order management

N/A
0 Ratings
9.0
90%
16 Ratings

Customer Service & Support

8.7

Close

87%
8.2

Sage CRM

82%
Sage CRM ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
8.1
81%
16 Ratings

Call center management

8.0
80%
5 Ratings
8.2
82%
15 Ratings

Help desk management

10.0
100%
2 Ratings
8.3
83%
14 Ratings

Marketing Automation

9.1

Close

91%
8.8

Sage CRM

88%
Close ranks higher in 1/2 features

Lead management

8.8
88%
6 Ratings
8.9
89%
16 Ratings

Email marketing

9.5
95%
5 Ratings
8.7
87%
15 Ratings

CRM Project Management

8.1

Close

81%
9.1

Sage CRM

91%
Sage CRM ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
9.0
90%
16 Ratings

Billing and invoicing management

10.0
100%
1 Rating
9.0
90%
15 Ratings

Reporting

6.3
63%
5 Ratings
9.2
92%
13 Ratings

CRM Reporting & Analytics

8.0

Close

80%
8.6

Sage CRM

86%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
8.7
87%
16 Ratings

Pipeline visualization

8.4
84%
6 Ratings
8.4
84%
16 Ratings

Customizable reports

5.5
55%
4 Ratings
8.7
87%
17 Ratings

Customization

8.5

Close

85%
8.6

Sage CRM

86%
Close ranks higher in 2/4 features

Custom fields

9.3
93%
7 Ratings
8.6
86%
17 Ratings

Custom objects

10.0
100%
2 Ratings
8.5
85%
16 Ratings

Scripting environment

8.0
80%
3 Ratings
9.0
90%
16 Ratings

API for custom integration

6.8
68%
7 Ratings
8.3
83%
14 Ratings

Security

8.2

Close

82%
8.7

Sage CRM

87%
Sage CRM ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
8.7
87%
17 Ratings

Role-based user permissions

8.4
84%
6 Ratings
8.7
87%
13 Ratings

Social CRM

10.0

Close

100%
9.4

Sage CRM

94%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
9.5
95%
13 Ratings

Social engagement

10.0
100%
1 Rating
9.3
93%
13 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
9.0

Sage CRM

90%
Sage CRM ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
9.1
91%
14 Ratings

Compensation management

N/A
0 Ratings
8.9
89%
12 Ratings

Platform

10.0

Close

100%
7.7

Sage CRM

77%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
7.7
77%
16 Ratings

Attribute Ratings

  • Close is rated higher in 2 areas: Likelihood to Recommend, Support Rating
  • Sage CRM is rated higher in 1 area: Usability

Likelihood to Recommend

9.4

Close

94%
8 Ratings
8.9

Sage CRM

89%
28 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
5.1

Sage CRM

51%
11 Ratings

Usability

8.8

Close

88%
3 Ratings
8.9

Sage CRM

89%
11 Ratings

Performance

Close

N/A
0 Ratings
8.2

Sage CRM

82%
2 Ratings

Support Rating

9.2

Close

92%
3 Ratings
7.9

Sage CRM

79%
8 Ratings

In-Person Training

Close

N/A
0 Ratings
7.0

Sage CRM

70%
1 Rating

Implementation Rating

Close

N/A
0 Ratings
8.0

Sage CRM

80%
2 Ratings

Likelihood to Recommend

Close

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
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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
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Pros

Close

  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
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.
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Cons

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
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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.
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Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Sage CRM

Starting Price

$33 per month

Editions & Modules

Sage CRM editions and modules pricing
EditionModules
Sage CRM (on premise)1
Sage CRM (cloud)$452

Footnotes

  1. Lifetime License per Seat
  2. Per User per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Tiered pricing is available for multiple users.

Likelihood to Renew

Close

No answers on this topic

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

Close

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
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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

Close

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
Read full review

Support Rating

Close

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
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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

Close

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

Close

No answers on this topic

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.
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Alternatives Considered

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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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

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
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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
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Screenshots

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