IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.
N/A
Sage CRM
Score 8.9 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
IRIS CRM
Sage 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
IRIS CRM
Sage CRM
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Tiered pricing is available for multiple users.
More Pricing Information
Community Pulse
IRIS CRM
Sage CRM
Features
IRIS CRM
Sage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
IRIS CRM
9.2
2 Ratings
15% above category average
Sage CRM
8.8
17 Ratings
11% above category average
Customer data management / contact management
9.02 Ratings
9.017 Ratings
Workflow management
10.02 Ratings
8.616 Ratings
Territory management
9.02 Ratings
8.517 Ratings
Opportunity management
9.02 Ratings
8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.02 Ratings
9.016 Ratings
Contract management
10.02 Ratings
8.614 Ratings
Quote & order management
9.02 Ratings
9.016 Ratings
Interaction tracking
9.02 Ratings
9.216 Ratings
Channel / partner relationship management
9.02 Ratings
8.716 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
IRIS CRM
9.3
2 Ratings
18% above category average
Sage CRM
8.1
16 Ratings
5% above category average
Case management
10.02 Ratings
8.016 Ratings
Call center management
9.01 Ratings
8.215 Ratings
Help desk management
9.02 Ratings
8.214 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
IRIS CRM
9.5
2 Ratings
20% above category average
Sage CRM
8.7
16 Ratings
11% above category average
Lead management
9.92 Ratings
8.816 Ratings
Email marketing
9.01 Ratings
8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
IRIS CRM
9.0
2 Ratings
15% above category average
Sage CRM
9.0
17 Ratings
15% above category average
Task management
10.02 Ratings
9.016 Ratings
Billing and invoicing management
8.12 Ratings
9.015 Ratings
Reporting
9.02 Ratings
9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
IRIS CRM
8.7
2 Ratings
12% above category average
Sage CRM
8.6
17 Ratings
11% above category average
Forecasting
9.02 Ratings
8.716 Ratings
Pipeline visualization
9.02 Ratings
8.416 Ratings
Customizable reports
8.02 Ratings
8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
IRIS CRM
9.2
2 Ratings
18% above category average
Sage CRM
8.6
17 Ratings
11% above category average
Custom fields
9.02 Ratings
8.517 Ratings
Custom objects
9.92 Ratings
8.516 Ratings
Scripting environment
9.02 Ratings
9.016 Ratings
API for custom integration
9.02 Ratings
8.314 Ratings
Security
Comparison of Security features of Product A and Product B
IRIS CRM
9.5
2 Ratings
12% above category average
Sage CRM
8.7
17 Ratings
3% above category average
Single sign-on capability
10.02 Ratings
8.717 Ratings
Role-based user permissions
9.02 Ratings
8.813 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
IRIS CRM
9.5
1 Ratings
23% above category average
Sage CRM
9.4
13 Ratings
22% above category average
Social data
10.01 Ratings
9.513 Ratings
Social engagement
9.01 Ratings
9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
IRIS CRM
9.5
1 Ratings
23% above category average
Sage CRM
9.0
14 Ratings
18% above category average
Marketing automation
10.01 Ratings
9.114 Ratings
Compensation management
9.01 Ratings
8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
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
Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
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.
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.
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.
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
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.
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
It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
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
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.
By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
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.
The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.