What users are saying about
51 Ratings
51 Ratings
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Score 7.9 out of 101

Likelihood to Recommend

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.
No photo available

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

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

Platform

Sage CRM
10.0
Mobile access
Sage CRM
10.0

Pros

Sage CRM

  • Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
  • The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
  • Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
Danny Estrada profile photo

Cons

Sage CRM

  • Interaction with Outlook is average
  • Difficult to access from outside of the office or on mobile devices.
No photo available

Likelihood to Renew

Sage CRM

Sage CRM 5.1
Based on 11 answers
I would renew it if I were still working with my previouss employer because it is very easy to use and affordable.
Luis Brea profile photo

Usability

Sage CRM

Sage CRM 8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
No photo available

Performance

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 profile photo

In-Person Training

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.
No photo available

Implementation

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.
No photo available

Alternatives Considered

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 clients presently.
Monroe Singh ☁ profile photo

Return on Investment

Sage CRM

  • It's used to quickly assess if a consultant is between engagements, coming to the end of an engagement, etc. which allows for quicker turnaround on placements.
  • It's used for client management; contacts can be quickly added/deleted as contacts change; the sales reps can be quickly accessed if needed to address client needs or concerns.
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Pricing Details

Sage CRM

General

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

Sage CRM Editions & Modules

Sage CRM
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.

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