Sage X3 vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sage X3
Score 7.4 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 8.5 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
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Sage X3
7.3
2 Ratings
0% above category average
Sage CRM
-
Ratings
Pay calculation7.62 Ratings00 Ratings
Benefit plan administration7.62 Ratings00 Ratings
Direct deposit files6.72 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sage X3
4.3
3 Ratings
55% below category average
Sage CRM
8.6
17 Ratings
13% above category average
API for custom integration3.92 Ratings8.314 Ratings
Plug-ins4.83 Ratings00 Ratings
Custom fields00 Ratings8.517 Ratings
Custom objects00 Ratings8.516 Ratings
Scripting environment00 Ratings9.016 Ratings
Security
Comparison of Security features of Product A and Product B
Sage X3
7.8
4 Ratings
6% below category average
Sage CRM
8.7
17 Ratings
5% above category average
Single sign-on capability8.43 Ratings8.717 Ratings
Role-based user permissions7.14 Ratings8.813 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Sage X3
5.4
4 Ratings
29% below category average
Sage CRM
-
Ratings
Dashboards5.04 Ratings00 Ratings
Standard reports5.64 Ratings00 Ratings
Custom reports5.64 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Sage X3
6.5
4 Ratings
17% below category average
Sage CRM
-
Ratings
Accounts payable6.94 Ratings00 Ratings
Accounts receivable6.94 Ratings00 Ratings
Global Financial Support6.03 Ratings00 Ratings
Primary and Secondary Ledgers7.23 Ratings00 Ratings
Journals and Reconciliations6.94 Ratings00 Ratings
Configurable Accounting6.64 Ratings00 Ratings
Standardized Processes6.64 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Sage X3
7.7
4 Ratings
3% below category average
Sage CRM
-
Ratings
Inventory tracking8.43 Ratings00 Ratings
Automatic reordering7.53 Ratings00 Ratings
Location management7.24 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Sage X3
7.0
4 Ratings
12% below category average
Sage CRM
-
Ratings
Pricing7.84 Ratings00 Ratings
Order entry8.14 Ratings00 Ratings
Credit card processing5.92 Ratings00 Ratings
Cost of goods sold7.53 Ratings00 Ratings
Order Orchestration7.53 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Sage X3
5.9
4 Ratings
23% below category average
Sage CRM
-
Ratings
Billing Management7.24 Ratings00 Ratings
Cash and Asset Management7.24 Ratings00 Ratings
Travel & Expense Management6.04 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting6.64 Ratings00 Ratings
Period Close7.54 Ratings00 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Sage X3
7.0
2 Ratings
1% above category average
Sage CRM
-
Ratings
Project Planning and Scheduling7.62 Ratings00 Ratings
Task Insight for Project Managers6.72 Ratings00 Ratings
Project Mobile Functionality7.12 Ratings00 Ratings
Definable Resource Pools6.72 Ratings00 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Sage X3
8.6
2 Ratings
15% above category average
Sage CRM
-
Ratings
Award Lifecycle Management8.62 Ratings00 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Sage X3
7.4
3 Ratings
6% above category average
Sage CRM
-
Ratings
Bids Analyzed and Compared6.63 Ratings00 Ratings
Contract Authoring7.53 Ratings00 Ratings
Contract Repository7.23 Ratings00 Ratings
Requisitions-to-Purchase Orders Integrated8.13 Ratings00 Ratings
Supplier Management7.83 Ratings00 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Sage X3
7.7
2 Ratings
15% above category average
Sage CRM
-
Ratings
Risk Repository7.62 Ratings00 Ratings
Control Management7.62 Ratings00 Ratings
Control Efficiency Assessments7.62 Ratings00 Ratings
Issue Detection8.12 Ratings00 Ratings
Remediation and Certification7.62 Ratings00 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Sage X3
5.8
4 Ratings
15% below category average
Sage CRM
-
Ratings
Transportation Planning and Optimization6.94 Ratings00 Ratings
Transportation Execution Management6.64 Ratings00 Ratings
Trade and Customs Management7.24 Ratings00 Ratings
Fulfillment Management7.54 Ratings00 Ratings
Warehouse Workforce Management7.24 Ratings00 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
Sage X3
7.4
3 Ratings
1% below category average
Sage CRM
-
Ratings
Production Process Design7.53 Ratings00 Ratings
Production Management7.23 Ratings00 Ratings
Configuration Management7.83 Ratings00 Ratings
Work Execution7.53 Ratings00 Ratings
Manufacturing Costs6.93 Ratings00 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Sage X3
7.4
3 Ratings
3% above category average
Sage CRM
-
Ratings
Forecasting7.23 Ratings00 Ratings
Inventory Planning7.53 Ratings00 Ratings
Performance Monitoring7.53 Ratings00 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Sage X3
7.8
2 Ratings
8% above category average
Sage CRM
-
Ratings
Proposal Management7.62 Ratings00 Ratings
Product Master Data Management8.12 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
13% above category average
Customer data management / contact management00 Ratings9.017 Ratings
Workflow management00 Ratings8.616 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 Ratings8.614 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
7% 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
8.7
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
9.0
17 Ratings
17% above category average
Task management00 Ratings9.016 Ratings
Billing and invoicing management00 Ratings9.015 Ratings
Reporting00 Ratings9.113 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
13% 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
25% 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
9.0
14 Ratings
21% above category average
Marketing automation00 Ratings9.114 Ratings
Compensation management00 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Sage X3
-
Ratings
Sage CRM
7.8
16 Ratings
5% above category average
Mobile access00 Ratings7.816 Ratings
Best Alternatives
Sage X3Sage CRM
Small Businesses
Zoho One
Zoho One
Score 9.1 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 7.6 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 8.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Sage X3Sage CRM
Likelihood to Recommend
6.6
(4 ratings)
8.9
(28 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(11 ratings)
Usability
6.8
(2 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
8.2
(1 ratings)
Support Rating
-
(0 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 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
  • Easy to understand software for new users.
  • Journal entry and review process is easy.
  • Sage is efficient in tracking multi subsidiary transactions.
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
Sage
  • The reports
  • Imports
Read full review
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
The interface could be a little bit more friendlier and intuitive. Normally end users complain about the ergonomics of the system, even though my experience tells me that is a situation that dilutes itself pretty fast. Another aspect that I think Sage could improve, is the way reports and queries are managed, it seems that at least at some level, there could be a easy drag and drop way (or just by picking fields) to create simple queries/reports. Having to rely on some data base knowledge is not very user friendly. But overall the system is very powerful and a good tool for companies that want to have control over their operations.
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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
  • Sage was easy to setup when we got started.
  • Exporting data out of sage has been extremely hard.
  • Sage is quite fairly priced compared to other alternatives.
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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