IMS Platform vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
IMS Platform
Score 9.0 out of 10
N/A
Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.N/A
Sage CRM
Score 8.6 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
IMS PlatformSage CRM
Editions & Modules
No answers on this topic
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
IMS PlatformSage CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTiered pricing is available for multiple users.
More Pricing Information
Community Pulse
IMS PlatformSage CRM
Top Pros
Top Cons
Features
IMS PlatformSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
8.8
17 Ratings
Customer data management / contact management00 Ratings9.017 Ratings
Workflow management00 Ratings8.516 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
IMS Platform
-
Ratings
Sage CRM
8.2
16 Ratings
Case management00 Ratings8.116 Ratings
Call center management00 Ratings8.215 Ratings
Help desk management00 Ratings8.314 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
8.8
16 Ratings
Lead management00 Ratings8.916 Ratings
Email marketing00 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
9.1
17 Ratings
Task management00 Ratings9.016 Ratings
Billing and invoicing management00 Ratings9.015 Ratings
Reporting00 Ratings9.213 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
8.6
17 Ratings
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
IMS Platform
-
Ratings
Sage CRM
8.6
17 Ratings
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
IMS Platform
-
Ratings
Sage CRM
8.7
17 Ratings
Single sign-on capability00 Ratings8.717 Ratings
Role-based user permissions00 Ratings8.713 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
9.4
13 Ratings
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
IMS Platform
-
Ratings
Sage CRM
8.9
14 Ratings
Marketing automation00 Ratings9.014 Ratings
Compensation management00 Ratings8.812 Ratings
Platform
Comparison of Platform features of Product A and Product B
IMS Platform
-
Ratings
Sage CRM
7.7
16 Ratings
Mobile access00 Ratings7.716 Ratings
User Ratings
IMS PlatformSage CRM
Likelihood to Recommend
9.0
(1 ratings)
8.9
(28 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(11 ratings)
Usability
-
(0 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
8.2
(2 ratings)
Support Rating
-
(0 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(2 ratings)
User Testimonials
IMS PlatformSage CRM
Likelihood to Recommend
Investor Management
In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process
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
Investor Management
  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support
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
Investor Management
  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality
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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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Likelihood to Renew
Investor Management
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.
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Usability
Investor Management
No answers on this topic
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
Investor Management
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
Investor Management
No answers on this topic
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
Investor Management
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.
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Implementation Rating
Investor Management
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
Investor Management
We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors
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
Investor Management
  • Increased investor acquisition
  • Increase investor engagement
  • Saved significant time in managing investor
  • Massive time savings in K-1 distribution
  • High quality investor reporting system
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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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