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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage 50

    Score7.6 out of 10
    Small Businesses (1-50 employees)
    Sage 50cloud Accounting (formerly Sage 50 Accounting) is accounting software designed for small businesses. Sage 50cloud Accounting (formerly Sage 50, and formerly Peachtree) lets businesses invoice customers, pay bills, manage inventory, control costs, and pay employees. The solution includes high-level dashboards and in-depth reports.

    $61.92

    per month per user

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    Sage 50Workbooks
    Editions & Modules
    Sage 50 Pro Accounting
    $61.92
    per month
    Sage 50 Premium Accounting
    $103.92
    per month per user
    Sage 50 Quantum Accounting 3 User
    $177.17
    per month per user
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    Sage 50Workbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsAnnual billing plans also available for all products.—
    More Pricing Information
    Community Pulse
    Sage 50Workbooks
    Considered Both Products
    Sage
    No answer on this topic
    Workbooks Online
    Chose Workbooks
    The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
    Incentivized
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    10 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    10 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    10 Answers
    No answers on this topic
    Features
    Sage 50Workbooks
    Payroll Management
    Comparison of Payroll Management features of Sage 50 and Workbooks
    Feature
    Sage 50
    8.5
    19 Ratings
    12% above category average
    Workbooks
    -
    Ratings
    Pay calculation8.318 Ratings00 Ratings
    Benefit plan administration8.013 Ratings00 Ratings
    Direct deposit files10.014 Ratings00 Ratings
    Salary revision and increment management8.014 Ratings00 Ratings
    Reimbursement management8.014 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage 50 and Workbooks
    Feature
    Sage 50
    6.8
    14 Ratings
    11% below category average
    Workbooks
    7.7
    8 Ratings
    1% above category average
    API for custom integration7.311 Ratings7.57 Ratings
    Plug-ins6.313 Ratings00 Ratings
    Custom fields00 Ratings8.48 Ratings
    Custom objects00 Ratings7.67 Ratings
    Scripting environment00 Ratings7.56 Ratings
    Security
    Comparison of Security features of Sage 50 and Workbooks
    Feature
    Sage 50
    7.8
    29 Ratings
    5% below category average
    Workbooks
    7.5
    8 Ratings
    11% below category average
    Single sign-on capability6.924 Ratings7.05 Ratings
    Role-based user permissions8.626 Ratings8.07 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Sage 50 and Workbooks
    Feature
    Sage 50
    8.2
    32 Ratings
    5% above category average
    Workbooks
    -
    Ratings
    Dashboards8.430 Ratings00 Ratings
    Standard reports8.932 Ratings00 Ratings
    Custom reports7.231 Ratings00 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Sage 50 and Workbooks
    Feature
    Sage 50
    7.3
    35 Ratings
    4% below category average
    Workbooks
    -
    Ratings
    Accounts payable8.934 Ratings00 Ratings
    Accounts receivable8.633 Ratings00 Ratings
    Cash management7.933 Ratings00 Ratings
    Bank reconciliation8.433 Ratings00 Ratings
    Expense management8.531 Ratings00 Ratings
    Time tracking7.115 Ratings00 Ratings
    Fixed asset management7.122 Ratings00 Ratings
    Multi-currency support4.012 Ratings00 Ratings
    Multi-division support5.816 Ratings00 Ratings
    Regulations compliance6.215 Ratings00 Ratings
    Electronic tax filing8.218 Ratings00 Ratings
    Self-service portal5.513 Ratings00 Ratings
    Global Financial Support5.76 Ratings00 Ratings
    Primary and Secondary Ledgers6.89 Ratings00 Ratings
    Intercompany Accounting7.610 Ratings00 Ratings
    Localizations7.58 Ratings00 Ratings
    Journals and Reconciliations8.822 Ratings00 Ratings
    Enterprise Accounting7.69 Ratings00 Ratings
    Configurable Accounting8.111 Ratings00 Ratings
    Centralized Rules Framework6.67 Ratings00 Ratings
    Standardized Processes7.916 Ratings00 Ratings
    Inventory Management
    Comparison of Inventory Management features of Sage 50 and Workbooks
    Feature
    Sage 50
    8.4
    21 Ratings
    14% above category average
    Workbooks
    -
    Ratings
    Inventory tracking8.121 Ratings00 Ratings
    Automatic reordering7.912 Ratings00 Ratings
    Location management8.010 Ratings00 Ratings
    Manufacturing module9.09 Ratings00 Ratings
    Order Management
    Comparison of Order Management features of Sage 50 and Workbooks
    Feature
    Sage 50
    7.5
    25 Ratings
    2% above category average
    Workbooks
    -
    Ratings
    Pricing8.420 Ratings00 Ratings
    Order entry8.422 Ratings00 Ratings
    Credit card processing7.014 Ratings00 Ratings
    Cost of goods sold7.421 Ratings00 Ratings
    Order Orchestration7.58 Ratings00 Ratings
    End-to-end order visibility6.69 Ratings00 Ratings
    Order exception Resolution7.28 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    2% below category average
    Customer data management / contact management00 Ratings8.59 Ratings
    Workflow management00 Ratings8.27 Ratings
    Territory management00 Ratings7.79 Ratings
    Opportunity management00 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
    Contract management00 Ratings7.29 Ratings
    Quote & order management00 Ratings7.68 Ratings
    Interaction tracking00 Ratings6.48 Ratings
    Channel / partner relationship management00 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    20% below category average
    Case management00 Ratings6.28 Ratings
    Call center management00 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    7.3
    7 Ratings
    6% below category average
    Lead management00 Ratings8.07 Ratings
    Email marketing00 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    3% below category average
    Task management00 Ratings7.77 Ratings
    Billing and invoicing management00 Ratings6.88 Ratings
    Reporting00 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    12% above category average
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Social CRM
    Comparison of Social CRM features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    13% below category average
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    9% below category average
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Sage 50 and Workbooks
    Feature
    Sage 50
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    58% below category average
    Mobile access00 Ratings4.27 Ratings
    Best Alternatives
    Sage 50Workbooks
    Small Businesses
    QuickBooks Self-Employed (discontinued)
    Score4.2 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    MYOB
    Score8.3 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft Dynamics GP
    Score5.4 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage 50Workbooks
    Likelihood to Recommend
    8.4
    (45 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    9.1
    (14 ratings)
    8.5
    (7 ratings)
    Usability
    8.6
    (15 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    10.0
    (7 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    9.1
    (5 ratings)
    -
    (0 ratings)
    CPA Rating
    8.2
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Sage 50Workbooks
    Likelihood to Recommend
    Sage
    Sage 50 Accounts is well-suited for small to medium-sized enterprises, where there is a moderate number of expenses and invoices that need processing, typically by a company with a smaller finance team. Sage 50 is probably less suitable for a large organisation that needs to handle a higher volume of transactions and manage significant stock levels.
    Incentivized
    Read full review
    Workbooks Online
    It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
    Read full review
    Pros
    Sage
    • We can build "templates" for recurrent charges/invoices. This saves some time and also ensures that we always use the right accounting rubric.
    • A lot of additional information can be filled out such as client information (name, address, ...) which makes the software a little more complete.
    • If you don't need an updated version every year (my case) then the software is not too expensive. The pro version that I'm using was just a little over $300.
    • I really like the banking statement consolidation which allows you to ensure you got the right information registered.
    Incentivized
    Read full review
    Workbooks Online
    • Sales process management from enquiry to delivery of product
    • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
    • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
    • The FD loved it
    • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
    • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
    Read full review
    Cons
    Sage
    • Sage 50 could use some improvement in the Invoicing Module to allow for more flexibility in the design of the Invoice fields. The report customization tools could use some upgrading for easier use.
    • Fixed assets management module needs to be included with unlimited number of fixed assets.
    Read full review
    Workbooks Online
    • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
    • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
    • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
    Read full review
    Likelihood to Renew
    Sage
    I use this rating simply because I have a thriving Sage 50 consulting practice and will continue to keep my expertise in the product. I have consulted on both Sage 50 and QuickBooks for over 25 years so I have to maintain expertise in the solution as well as accounting and verticals.
    Incentivized
    Read full review
    Workbooks Online
    the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
    Read full review
    Usability
    Sage
    I think Sage 50 is a trusted product and is reliable from a product delivery and support perspective. They have deep domain expertise in the non-profit space and should be a consideration for new non-profit startups or existing non-profits looking to migrate from other platforms. Overall, I believe that Sage 50 does many things well with few limitations.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Reliability and Availability
    Sage
    No answers on this topic
    Workbooks Online
    Workbooks CRM never let me down.
    Read full review
    Support Rating
    Sage
    They were very knowledgeable of the product, understood my timeline was limited for a software issue and allowed me to get back to my day to day work. The dial into your computer is great so you can monitor what they are doing and learn some tricks yourself
    Read full review
    Workbooks Online
    No answers on this topic
    Online Training
    Sage
    No answers on this topic
    Workbooks Online
    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Read full review
    Implementation Rating
    Sage
    We implemented Sage 50 Premium Accounting in house, not using any third party or professional service. It was a relatively trouble free process, but can be tricky. Just read all instructions carefully, especially if you need to load the program on a network with more than one user
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Alternatives Considered
    Sage
    As we did the conversion almost 10 years ago it is hard to answer this question. At the time it was the ease of being able to produce both cash and accrual financial statements and reporting that led us to pick Sage
    Incentivized
    Read full review
    Workbooks Online
    We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
    Incentivized
    Read full review
    Scalability
    Sage
    I define scalable from two perspectives; 1) the scalability to handle more bookkeepers/accountants using the product, and 2) the scalability to handle increasing customer/vendor/employee and transactional data. Sage 50 does a good job on both fronts. From the single users operating a micro-business accounting for customer invoices and bill payments only, to the multi-staff, multi-location, multi-departmental complex transactional operation. Although Sage 50 is quite expensive for that smallest user, it is quite inexpensive for the larger business entity. So, for the new enterprise expecting rapid growth, Sage 50 is the application of choice.
    Read full review
    Workbooks Online
    No answers on this topic
    Return on Investment
    Sage
    • Sage definitely needs to do a better job with customer service. I have had to use them only a handful of times and it was not a great experience but not the worse I've seen. They didn't make us a priority and I felt that they didn't have a sense of urgency. They did address my lack of satisfaction and I can see that they are at least aware of the issues and they are trying to correct them.
    • Sage is exactly what we need in my current organization and I wouldn't change it for another system. I have used quite a few in my lifetime and I would say that it fits our needs.
    Read full review
    Workbooks Online
    • Allows us easy management of leads and clear visibility of opportunities for the sales team
    • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
    • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
    Incentivized
    Read full review
    ScreenShots

    Workbooks Screenshots

    Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record