What users are saying about
6 Ratings
53 Ratings
6 Ratings
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Score 8.9 out of 100
53 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Modus

ADR is a great interactive tool for B2B businesses that sales deals one-on-one with the customer. I don't think it would be well suited for B2C businesses because of the need and cost for individual licenses per user. I would highly recommend this tool to B2B companies that practice traditional sales with a technological edge.
Anonymous | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Modus
Sage CRM
9.5
Customer data management / contact management
Modus
Sage CRM
10.0
Workflow management
Modus
Sage CRM
10.0
Territory management
Modus
Sage CRM
10.0
Opportunity management
Modus
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Modus
Sage CRM
10.0
Contract management
Modus
Sage CRM
5.6
Quote & order management
Modus
Sage CRM
10.0
Interaction tracking
Modus
Sage CRM
10.0
Channel / partner relationship management
Modus
Sage CRM
10.0

Customer Service & Support

Modus
Sage CRM
10.0
Case management
Modus
Sage CRM
10.0
Call center management
Modus
Sage CRM
10.0
Help desk management
Modus
Sage CRM
10.0

Marketing Automation

Modus
Sage CRM
10.0
Lead management
Modus
Sage CRM
10.0
Email marketing
Modus
Sage CRM
10.0

CRM Project Management

Modus
Sage CRM
10.0
Task management
Modus
Sage CRM
10.0
Billing and invoicing management
Modus
Sage CRM
10.0
Reporting
Modus
Sage CRM
10.0

CRM Reporting & Analytics

Modus
Sage CRM
10.0
Forecasting
Modus
Sage CRM
10.0
Pipeline visualization
Modus
Sage CRM
10.0
Customizable reports
Modus
Sage CRM
10.0

Customization

Modus
Sage CRM
10.0
Custom fields
Modus
Sage CRM
10.0
Custom objects
Modus
Sage CRM
10.0
Scripting environment
Modus
Sage CRM
10.0
API for custom integration
Modus
Sage CRM
10.0

Security

Modus
Sage CRM
10.0
Single sign-on capability
Modus
Sage CRM
10.0
Role-based user permissions
Modus
Sage CRM
10.0

Social CRM

Modus
Sage CRM
10.0
Social data
Modus
Sage CRM
10.0
Social engagement
Modus
Sage CRM
10.0

Integrations with 3rd-party Software

Modus
Sage CRM
10.0
Marketing automation
Modus
Sage CRM
10.0
Compensation management
Modus
Sage CRM
10.0

Platform

Modus
Sage CRM
10.0
Mobile access
Modus
Sage CRM
10.0

Pros

Modus

  • Allows us to include video collateral in our portfolio
  • Allows visibility into an activity that the recipient performs once collateral is sent to them
  • Provides analytics around most and least used pieces of collateral
  • Allows our marketing team to generate and upload new collateral on demand
Stan Pflueger | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Modus

  • I wish the App UI was the same across all platforms. The app looks different on Windows than iOS.
Anonymous | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Modus

Modus 9.0
Based on 1 answer
App Data Room has been instrumental in allowing our sale representatives to present up-to-date and innovative marketing collateral to potential customers. A second value add is that our Marketing Department is able to create and upload the most current material to the app so that our sales representatives have access to the most up-to-date information to present to our customers.
Stan Pflueger | TrustRadius Reviewer

Sage CRM

Sage CRM 5.1
Based on 11 answers
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.
Anonymous | TrustRadius Reviewer

Usability

Modus

Modus 10.0
Based on 1 answer
Overall, the App Data Room product is easy to use. Our Marketing Department is able to quickly upload updated and new material once they create the documents. Users are able to quickly find material filed by subject matter. Once the appropriate material is located, it can be presented on their iPad and emailed to prospective customers who indicate interest in the products.
Stan Pflueger | TrustRadius Reviewer

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Performance

Modus

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
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
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

Modus

Modus 9.0
Based on 1 answer
The few support requests that we have submitted have been resolved within 2 business days. The App Data Room staff has also been responsive to suggestions from our staff to upgrade the product - specifically in the area of analytics.
Stan Pflueger | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

In-Person Training

Modus

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

Modus

Modus 10.0
Based on 1 answer
No, key insights. Implementation was easy. The App Data Room staff hosted initial training sessions for our support personnel, and then these support persons conducted training and support sessions for our users.
Stan Pflueger | TrustRadius Reviewer

Sage CRM

Sage CRM 8.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Modus

We've used custom developed tools in the past but the upfront cost is very high and the solution we had was very costly to update. We did not have a CMS previously so real-time updates were unheard of. App Data Room has all of the features we previously had plus so much more.
Anonymous | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

Modus

  • I don't have any hard numbers. But all I get are good reviews and compliments from our sales team and customers who interact with ADR.
Anonymous | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Screenshots

Pricing Details

Modus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Modus Editions & Modules

Additional Pricing Details
The off-the-shelf version starts at $45 per user per month. Whitelabel, integrations, enterprise pricing and authentication packages available on request.

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

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