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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage CRM

    Score8.9 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
    Sage CRM
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    Offerings
    Pricing Offerings
    Sage CRM
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeNo setup fee
    Additional DetailsTiered pricing is available for multiple users.
    More Pricing Information
    Community Pulse
    Sage CRM
    Considered Both Products
    Sage
    Chose Sage CRM
    We evaluated many other CRM but selected Sage CRM because it is one of the most cost effective CRM's available in the market. I would say this is the best platform to manage leads, though they have not a great customer support team still it solves the basic problem of lead …
    Incentivized
    Chose Sage CRM
    Price-wise this product is more affordable so we choose the Sage CRM.
    Incentivized
    Chose Sage CRM
    Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create …
    Incentivized
    Chose Sage CRM
    Salesforce didn't have the integration we needed in Sage CRM. The number of dollars spent on hiring developers or buying a product, in addition to the licensing for Salesforce itself put it out of reach.
    Incentivized
    Chose Sage CRM
    I used Salesforce in the past which does almost everything as Sage CRM, but typically it's a bit expensive. It also lacks the advanced web interface and did not suit well with other software.
    Incentivized
    Chose Sage CRM
    I have looked at and used both Salesforce and Maximizer in the past. Salesforce offer similar functionality to Sage CRM at much higher price typically. Maximer has less funtionality and because of its on premise background lacks the advanced web interface of Sage CRM.
    Incentivized
    Chose Sage CRM
    I like that it is web based and it can be used remotely but the reporting of data needs some work.
    Incentivized
    Chose Sage CRM
    I have a preference for Salesforce.com because of the app exchange that they have. Sage CRM is more on par with Oracle CRM and NetSuite CRM+. Oracle CRM is the most similar with the dual options of on-premise and cloud based solutions. I am mostly working with Salesforce.com
    Incentivized
    Chose Sage CRM
    Since we have since left Sage CRM, due to not matching up to our current needs, I would not be able to answer this question.
    Incentivized
    Chose Sage CRM
    Salesforce and Maximizer CRM. In my personal opinion, I prefer both of these products over Sage CRM. They are both more user friendly and easier to maintain. Also Sage has shot their prices up over the years and the price just does not match the product, in my opinion. Sage CRM …
    Incentivized
    Chose Sage CRM
    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 …
    Chose Sage CRM
    I believe that Sage CRM is superior to Salesforce, having worked with both I found Salesforce tedious to work with, not very logical set up and key information was hard to find. I know that people that have not had the pleasure of working with Sage CRM were satisfied with …
    Incentivized
    Chose Sage CRM
    I've not evaluated any other products and this system was in place long before I came on board. I will say I've used other systems in the past and this system is user friendly, easy to learn, well laid out, functional, and very rarely goes down or experiences technical issues. …
    Incentivized
    Chose Sage CRM
    We are a partner that implements most of the mainstream CRM products in the marketplace and Sage CRM is a great fit because of the low cost to deploy, the ease of setting up and rolling out the technology, and the continued improvements and enhancements through Sage Software to …
    Incentivized
    Chose Sage CRM
    Microsoft CRM has much better integration with MS Office (as expected). Salesforce has much better remote access and mobile device access.
    Incentivized
    Chose Sage CRM
    Cannot comment on this because I have not used any other CRM program.
    Incentivized
    Chose 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 …
    Incentivized
    Chose Sage CRM
    The CRM integrates better but all talk to ERP systems in some way. Depends on customer needs here.
    Incentivized
    Chose Sage CRM
    GoldMine, ACT!, MSCRM, Saleslogix, Sugar CRM, Salesforce.com
    Sage CRM is stronger or equal to each. The depth that is available out of the box is excellent, and though configuration is almost necessary, it makes the product extremely powerful. Many clients rely on the …
    Incentivized
    Chose Sage CRM
    Because of the better pipeline resolution
    Incentivized
    Chose Sage CRM
    The ease of use for our many different types of users makes it an easy choice for me and hopefully for the other employees I have recommended it to. I have seen the results as compared to other platforms and in my experience, it is far superior and easier to work with.
    Incentivized
    Key User Insights
    Would buy again
    100%
    Would buy again
    8 Answers
    Delivers good value for the price
    86%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    8 Answers
    Features
    Sage CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    Customer data management / contact management9.017 Ratings
    Workflow management8.616 Ratings
    Territory management8.517 Ratings
    Opportunity management8.917 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.016 Ratings
    Contract management8.614 Ratings
    Quote & order management9.016 Ratings
    Interaction tracking9.216 Ratings
    Channel / partner relationship management8.716 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Sage CRM
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    Case management8.016 Ratings
    Call center management8.215 Ratings
    Help desk management8.214 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Sage CRM
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    Lead management8.816 Ratings
    Email marketing8.715 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    Task management9.016 Ratings
    Billing and invoicing management9.015 Ratings
    Reporting9.113 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Sage CRM
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Forecasting8.716 Ratings
    Pipeline visualization8.416 Ratings
    Customizable reports8.717 Ratings
    Customization
    Comparison of Customization features of Sage CRM
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Custom fields8.517 Ratings
    Custom objects8.516 Ratings
    Scripting environment9.016 Ratings
    API for custom integration8.314 Ratings
    Security
    Comparison of Security features of Sage CRM
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    Single sign-on capability8.717 Ratings
    Role-based user permissions8.813 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    Social data9.513 Ratings
    Social engagement9.313 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Sage CRM
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    Marketing automation9.114 Ratings
    Compensation management8.912 Ratings
    Platform
    Comparison of Platform features of Sage CRM
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    Mobile access7.816 Ratings
    Best Alternatives
    Sage CRM
    Small Businesses
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternatives
    User Ratings
    Sage CRM
    Likelihood to Recommend
    8.9
    (28 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    Usability
    8.9
    (11 ratings)
    Performance
    8.2
    (1 ratings)
    Support Rating
    7.9
    (8 ratings)
    In-Person Training
    7.0
    (1 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    User Testimonials
    Sage CRM
    Likelihood to Recommend
    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
    Read full review
    Pros
    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.
    Incentivized
    Read full review
    Cons
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    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.
    Incentivized
    Read full review
    Usability
    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.
    Incentivized
    Read full review
    Performance
    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
    Read full review
    Support Rating
    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
    Incentivized
    Read full review
    In-Person Training
    Sage
    Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
    Incentivized
    Read full review
    Implementation Rating
    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.
    Incentivized
    Read full review
    Alternatives Considered
    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.
    Read full review
    Return on Investment
    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
    Incentivized
    Read full review
    ScreenShots