Close CRM vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Close CRM
Score 8.1 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$49
per month includes 1 user
Sage CRM
Score 7.7 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
Close CRMSage CRM
Editions & Modules
Startup
$49
per month Includes 1 user
Professional
$299
per month Includes 3 users
Business
$699
per month Includes 5 users
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
Close CRMSage CRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details15% discount on annual pricing in addition to the month-to-month prices listed here.Tiered pricing is available for multiple users.
More Pricing Information
Features
Close CRMSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Close CRM
8.9
8 Ratings
15% above category average
Sage CRM
8.8
17 Ratings
14% above category average
Customer data management / contact management8.18 Ratings9.017 Ratings
Workflow management7.88 Ratings8.616 Ratings
Territory management8.01 Ratings8.517 Ratings
Opportunity management10.06 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)9.48 Ratings9.016 Ratings
Contract management10.01 Ratings8.514 Ratings
Interaction tracking8.48 Ratings9.216 Ratings
Channel / partner relationship management9.73 Ratings8.716 Ratings
Quote & order management00 Ratings9.016 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Close CRM
8.5
6 Ratings
13% above category average
Sage CRM
8.1
16 Ratings
8% above category average
Case management8.03 Ratings8.016 Ratings
Call center management7.55 Ratings8.215 Ratings
Help desk management10.02 Ratings8.214 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Close CRM
9.1
6 Ratings
19% above category average
Sage CRM
8.7
16 Ratings
14% above category average
Lead management8.86 Ratings8.816 Ratings
Email marketing9.45 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Close CRM
8.0
6 Ratings
5% above category average
Sage CRM
9.0
17 Ratings
17% above category average
Task management8.45 Ratings9.016 Ratings
Billing and invoicing management10.01 Ratings9.015 Ratings
Reporting5.75 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Close CRM
7.6
6 Ratings
0% below category average
Sage CRM
8.6
17 Ratings
12% above category average
Forecasting10.01 Ratings8.716 Ratings
Pipeline visualization8.26 Ratings8.416 Ratings
Customizable reports4.74 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Close CRM
8.6
8 Ratings
13% above category average
Sage CRM
8.6
17 Ratings
13% above category average
Custom fields10.07 Ratings8.517 Ratings
Custom objects10.02 Ratings8.516 Ratings
Scripting environment8.03 Ratings9.016 Ratings
API for custom integration6.57 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Close CRM
8.1
8 Ratings
3% below category average
Sage CRM
8.7
17 Ratings
4% above category average
Single sign-on capability8.03 Ratings8.717 Ratings
Role-based user permissions8.26 Ratings8.813 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Close CRM
10.0
1 Ratings
32% above category average
Sage CRM
9.4
13 Ratings
26% above category average
Social data10.01 Ratings9.513 Ratings
Social engagement10.01 Ratings9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Close CRM
6.5
4 Ratings
9% below category average
Sage CRM
9.0
14 Ratings
23% above category average
Marketing automation6.54 Ratings9.114 Ratings
Compensation management00 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Close CRM
10.0
1 Ratings
29% above category average
Sage CRM
7.8
16 Ratings
4% above category average
Mobile access10.01 Ratings7.816 Ratings
Best Alternatives
Close CRMSage CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Close CRMSage CRM
Likelihood to Recommend
9.4
(8 ratings)
8.9
(28 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(11 ratings)
Usability
8.8
(3 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
8.2
(1 ratings)
Support Rating
9.4
(3 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Close CRMSage CRM
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.
Read full review
Cons
Close
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
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.
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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.
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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
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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.
Read full review
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.
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

Close CRM Screenshots

Screenshot of All-in-one Close inboxScreenshot of Sales Funnel Report in CloseScreenshot of Call Assistant automatic transcription and summaryScreenshot of Built-in calling in Close