Sage X3 vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sage X3
Score 7.6 out of 10
N/A
Sage X3 is an ERP solution with a robust range of capabilities supported by collaboration, analytics, and workspace tools.N/A
Sage CRM
Score 8.2 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
Sage X3Sage 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
Sage X3Sage 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
Features
Sage X3Sage CRM
Security
Comparison of Security features of Product A and Product B
Sage X3
5.0
1 Ratings
48% below category average
Sage CRM
8.7
17 Ratings
3% above category average
Role-based user permissions5.01 Ratings8.713 Ratings
Single sign-on capability00 Ratings8.717 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Sage X3
6.0
1 Ratings
18% below category average
Sage CRM
-
Ratings
Dashboards5.01 Ratings00 Ratings
Standard reports5.01 Ratings00 Ratings
Custom reports8.01 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Sage X3
5.0
1 Ratings
42% below category average
Sage CRM
-
Ratings
Accounts payable5.01 Ratings00 Ratings
Accounts receivable5.01 Ratings00 Ratings
Journals and Reconciliations5.01 Ratings00 Ratings
Configurable Accounting5.01 Ratings00 Ratings
Standardized Processes5.01 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Sage X3
5.0
1 Ratings
45% below category average
Sage CRM
-
Ratings
Location management5.01 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Sage X3
5.0
1 Ratings
43% below category average
Sage CRM
-
Ratings
Pricing5.01 Ratings00 Ratings
Order entry5.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sage X3
5.0
1 Ratings
36% below category average
Sage CRM
8.6
17 Ratings
11% above category average
Plug-ins5.01 Ratings00 Ratings
Custom fields00 Ratings8.517 Ratings
Custom objects00 Ratings8.516 Ratings
Scripting environment00 Ratings9.016 Ratings
API for custom integration00 Ratings8.314 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Sage X3
5.0
1 Ratings
39% below category average
Sage CRM
-
Ratings
Billing Management5.02 Ratings00 Ratings
Cash and Asset Management5.02 Ratings00 Ratings
Travel & Expense Management5.01 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting5.01 Ratings00 Ratings
Period Close5.01 Ratings00 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Sage X3
5.0
1 Ratings
32% below category average
Sage CRM
-
Ratings
Transportation Planning and Optimization5.01 Ratings00 Ratings
Transportation Execution Management5.01 Ratings00 Ratings
Trade and Customs Management5.02 Ratings00 Ratings
Fulfillment Management5.01 Ratings00 Ratings
Warehouse Workforce Management5.01 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Sage X3
-
Ratings
Sage CRM
8.8
17 Ratings
12% above category average
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
Sage X3
-
Ratings
Sage CRM
8.1
16 Ratings
6% 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
Sage X3
-
Ratings
Sage CRM
8.8
16 Ratings
13% 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
Sage X3
-
Ratings
Sage CRM
9.1
17 Ratings
17% above category average
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
Sage X3
-
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
Social CRM
Comparison of Social CRM features of Product A and Product B
Sage X3
-
Ratings
Sage CRM
9.4
13 Ratings
24% 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
Sage X3
-
Ratings
Sage CRM
8.9
14 Ratings
19% above category average
Marketing automation00 Ratings9.014 Ratings
Compensation management00 Ratings8.812 Ratings
Platform
Comparison of Platform features of Product A and Product B
Sage X3
-
Ratings
Sage CRM
7.7
16 Ratings
3% above category average
Mobile access00 Ratings7.716 Ratings
Best Alternatives
Sage X3Sage CRM
Small Businesses
Sage Intacct
Sage Intacct
Score 8.7 out of 10
Salesmate
Salesmate
Score 9.5 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 8.3 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
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User Ratings
Sage X3Sage CRM
Likelihood to Recommend
5.0
(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
Sage X3Sage CRM
Likelihood to Recommend
Sage
I wouldn't suggest this ERP for small organizations, especially if there is no IT staff. While they do offer support packages, they can be costly as certain packages limit the number of times you can call in. Hiring an outside consulting firm to support is another route, however that could become costly as well. Medium to large businesses with savvy tech staff would be a good fit for this ERP.
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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
Sage
  • The user interface has everything you would expect and in practical locations so you do not have to hunt and peck for the items you are looking for
  • Drill-down from GL to submodules works seamlessly
  • Easy import and export of data
  • The software is relatively easy to manage
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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
Sage
  • Complications in configuration. Had to use a third party vendor to help us customize the system so we could better use it within the organization. This added additional expense
  • Some error messages are in French. If you aren't French, or can't speak French, this makes it pretty hard to troubleshoot
  • If you want to customize reports, you need to know Crystal Reporting (at least for the version I am using)
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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
Sage
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
Sage
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
Sage
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
Sage
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
Sage
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
Sage
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
Sage
Unfortunately, the product was purchased before I began working at the organization. I am unsure what other products they may have reviewed before purchasing Sage ERP X3.
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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
Sage
  • Created efficiencies within the organization.
  • Centralized data input and retrieval.
  • Can be an expensive undertaking for an SMB.
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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