Evernote vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Evernote
Score 8.0 out of 10
N/A
Evernote is a suite of software and services designed for notetaking and archiving. A "note" can be a piece of formatted text, a full webpage or webpage excerpt, a photograph, a voice memo, or a handwritten "ink" note. Notes can also have file attachments. Notes can be sorted into folders, then tagged, annotated, edited, given comments, searched and exported as part of a notebook. Evernote supports a number of operating system platforms (including OS X, iOS, Chrome OS, Android, Microsoft…
$7.99
per month
Sage CRM
Score 7.6 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
EvernoteSage CRM
Editions & Modules
Premium
$7.99
per month
Business
$14.99
per month
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
EvernoteSage CRM
Free Trial
NoYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTiered pricing is available for multiple users.
More Pricing Information
Features
EvernoteSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.8
17 Ratings
14% above category average
Customer data management / contact management00 Ratings9.017 Ratings
Workflow management00 Ratings8.616 Ratings
Territory management00 Ratings8.517 Ratings
Opportunity management00 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.016 Ratings
Contract management00 Ratings8.514 Ratings
Quote & order management00 Ratings9.016 Ratings
Interaction tracking00 Ratings9.216 Ratings
Channel / partner relationship management00 Ratings8.716 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.1
16 Ratings
8% above category average
Case management00 Ratings8.016 Ratings
Call center management00 Ratings8.215 Ratings
Help desk management00 Ratings8.214 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.7
16 Ratings
14% above category average
Lead management00 Ratings8.816 Ratings
Email marketing00 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Evernote
-
Ratings
Sage CRM
9.0
17 Ratings
17% above category average
Task management00 Ratings9.016 Ratings
Billing and invoicing management00 Ratings9.015 Ratings
Reporting00 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.6
17 Ratings
12% above category average
Forecasting00 Ratings8.716 Ratings
Pipeline visualization00 Ratings8.416 Ratings
Customizable reports00 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.6
17 Ratings
13% above category average
Custom fields00 Ratings8.517 Ratings
Custom objects00 Ratings8.516 Ratings
Scripting environment00 Ratings9.016 Ratings
API for custom integration00 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Evernote
-
Ratings
Sage CRM
8.7
17 Ratings
5% above category average
Single sign-on capability00 Ratings8.717 Ratings
Role-based user permissions00 Ratings8.813 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Evernote
-
Ratings
Sage CRM
9.4
13 Ratings
25% above category average
Social data00 Ratings9.513 Ratings
Social engagement00 Ratings9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Evernote
-
Ratings
Sage CRM
9.0
14 Ratings
23% above category average
Marketing automation00 Ratings9.114 Ratings
Compensation management00 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Evernote
-
Ratings
Sage CRM
7.8
16 Ratings
4% above category average
Mobile access00 Ratings7.816 Ratings
Best Alternatives
EvernoteSage CRM
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
EvernoteSage CRM
Likelihood to Recommend
6.3
(106 ratings)
8.9
(28 ratings)
Likelihood to Renew
8.3
(35 ratings)
5.1
(11 ratings)
Usability
7.6
(13 ratings)
8.9
(11 ratings)
Availability
8.9
(2 ratings)
-
(0 ratings)
Performance
8.9
(2 ratings)
8.2
(1 ratings)
Support Rating
8.9
(27 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
9.8
(8 ratings)
8.0
(1 ratings)
User Testimonials
EvernoteSage CRM
Likelihood to Recommend
Evernote
Evernote is an excellent tool for keeping track of client relationships and taking notes. The indexing is excellent, with text in images and text. However, a Wiki might be better for large-scale collaboration. It is a perfect use case for it, and it is hard to beat. To-do lists that need to be tracked or have due dates assigned do not work well in Evernote. It's almost like a library that anyone can add to, edit, tag, and reference. Evernote has a limited checklist function in terms of tasks meant to be kept in one place rather than reviewed and organized over time.
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
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Pros
Evernote
  • Ability to share meeting notes with others (like that it works well with Rocketbook).
  • The To-Do list helps with organization and project deadlines.
  • Able to sync to multiple devices so you can use it in the office or in the field.
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
Evernote
  • The free application's feature will meet most users needs, but the Premium plan is expensive.
  • Though Evernote lets you create and manage notes effortlessly, its basic plan supports sync between two devices and does not support offline mode.
  • Can't export data easily to other applications.
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
Evernote
I can't really imagine how much they'd have to charge me to make me quit Evernote. I can't really think of any technology that has changed my life as much without going back to email in the 90s, or the introduction of the iPhone. I know I sound ridiculous, but it would be really tough for me to live without it. If I were forced to choose between my smart phone (and keep in mind that I get lost in my driveway) and my Evernote, I'd probably choose my Evernote.
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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.
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Usability
Evernote
  • Basic visual organization - ability to create a notebook and store user notes inside of it.
  • Basic easy navigation - You can quickly move in and out of files and notes.
  • User intuitive addition - whatever you need to add to your document, it's relatively easy to understand and use.
  • We find overall that we still want some functionality in creating better task lists, boards, and other things that we find in Notion - which is the tool that we use as a team notebook/storage space.
Read full review
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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Reliability and Availability
Evernote
Generally issues are by connectivity and not Evernote availability but I have had issues in the past with cross-client consistency of data which Evernote Support has ID'd as bugs that are still unresolved as far as I know
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Sage
No answers on this topic
Performance
Evernote
Fast and clean interface. Just upgraded to Evernote 5
Read full review
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
Evernote
I bet you won’t even need to call their support. Their product has never failed me. Simply put. But if you were to email them to gather some details or help, I bet they won’t disappoint you. Don’t worry about the support, it’s the last thing you should worry about this product.
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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
Evernote
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
Evernote
Make sure you think about your tags. If you end up with multiple similar tags then things aren't grouped together as you might prefer. For instance if you have a tag called Disney and Walt Disney, this will split up your articles. Evernote makes it simple to correct, but I suggest you make sure your users look closely at the existing tags before creating new ones.
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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
Evernote
The most similar program I have used is OneNote by Microsoft, and other note taking programs exist like Notepad and Microsoft Word but those programs do not offer syncing like Evernote does. There are newer programs in the space like Dropbox Paper and Google Docs which would be on a list of ones to consider.
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
Evernote
  • Evernote has allowed our school's over 3000 students and staff members to work more efficiently instead of spending time on making physical notes, clicking pictures, and uploading them to the cloud in order to share them
  • The investment in Evernote Premium has also allowed for heavier files to be attached in each note such as student work that allows teachers to be certain that students have followed deadlines and finished assigned tasks
  • Evernote has allowed our school to smoothly transition in and out of online learning as the local COVID-19 protocols change and student work requires one platform to be based on throughout
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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