Sage CRM vs. Saleo

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sage CRM
Score 7.5 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
Saleo
Score 10.0 out of 10
N/A
Saleo helps users create demos at scale for the revenue team, that tell the right story across any vertical, pain point, or user case. The solution helps to prevent bad demo data, product bugs, and new environments from ruining a demo. Control areas of the software presentation with control over graphs, text, images, and icons. Saleo is designed to work with any SaaS platform, and so that it can be setup in seconds.N/A
Pricing
Sage CRMSaleo
Editions & Modules
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
No answers on this topic
Offerings
Pricing Offerings
Sage CRMSaleo
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTiered pricing is available for multiple users.
More Pricing Information
Community Pulse
Sage CRMSaleo
Top Pros
Top Cons
Features
Sage CRMSaleo
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Sage CRM
8.8
17 Ratings
14% above category average
Saleo
-
Ratings
Customer data management / contact management9.017 Ratings00 Ratings
Workflow management8.616 Ratings00 Ratings
Territory management8.517 Ratings00 Ratings
Opportunity management8.917 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.016 Ratings00 Ratings
Contract management8.514 Ratings00 Ratings
Quote & order management9.016 Ratings00 Ratings
Interaction tracking9.216 Ratings00 Ratings
Channel / partner relationship management8.716 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Sage CRM
8.1
16 Ratings
8% above category average
Saleo
-
Ratings
Case management8.016 Ratings00 Ratings
Call center management8.215 Ratings00 Ratings
Help desk management8.214 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Sage CRM
8.7
16 Ratings
14% above category average
Saleo
-
Ratings
Lead management8.816 Ratings00 Ratings
Email marketing8.715 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Sage CRM
9.0
17 Ratings
17% above category average
Saleo
-
Ratings
Task management9.016 Ratings00 Ratings
Billing and invoicing management9.015 Ratings00 Ratings
Reporting9.113 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Sage CRM
8.6
17 Ratings
12% above category average
Saleo
-
Ratings
Forecasting8.716 Ratings00 Ratings
Pipeline visualization8.416 Ratings00 Ratings
Customizable reports8.717 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sage CRM
8.6
17 Ratings
13% above category average
Saleo
-
Ratings
Custom fields8.517 Ratings00 Ratings
Custom objects8.516 Ratings00 Ratings
Scripting environment9.016 Ratings00 Ratings
API for custom integration8.314 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Sage CRM
8.7
17 Ratings
4% above category average
Saleo
-
Ratings
Single sign-on capability8.717 Ratings00 Ratings
Role-based user permissions8.813 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Sage CRM
9.4
13 Ratings
26% above category average
Saleo
-
Ratings
Social data9.513 Ratings00 Ratings
Social engagement9.313 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Sage CRM
9.0
14 Ratings
23% above category average
Saleo
-
Ratings
Marketing automation9.114 Ratings00 Ratings
Compensation management8.912 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Sage CRM
7.8
16 Ratings
4% above category average
Saleo
-
Ratings
Mobile access7.816 Ratings00 Ratings
Best Alternatives
Sage CRMSaleo
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Paperflite
Paperflite
Score 9.7 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Paperflite
Paperflite
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Sage CRMSaleo
Likelihood to Recommend
8.9
(28 ratings)
10.0
(1 ratings)
Likelihood to Renew
5.1
(11 ratings)
-
(0 ratings)
Usability
8.9
(11 ratings)
-
(0 ratings)
Performance
8.2
(1 ratings)
-
(0 ratings)
Support Rating
7.9
(8 ratings)
-
(0 ratings)
In-Person Training
7.0
(1 ratings)
-
(0 ratings)
Implementation Rating
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Sage CRMSaleo
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
Saleo
Saleo is well suited for SaaS businesses who want their SolCon and Sales teams to demo out of a real production account, not a fake one. With Saleo our commercial sales team can easily select an Industry template and go...literally no prep to show the product with industry data. Our SolCon team can build out a custom demo with the customer's data in a few minutes. There is also a sharing feature, so if someone built something cool they can share it with everyone. Also, our product marketing team has started using it for screenshots and videos.
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.
Read full review
Saleo
  • Industry Templates that can be easily shared and used by sales
  • Creation of custom demo's by Sales Engineers in minutes
  • Reducing prep time for demos. Click on a template and go.
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.
Read full review
Saleo
  • When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings.
  • We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had.
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.
Read full review
Saleo
No answers on this topic
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.
Read full review
Saleo
No answers on this topic
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
Saleo
No answers on this topic
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
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Saleo
No answers on this topic
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.
Read full review
Saleo
No answers on this topic
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.
Read full review
Saleo
No answers on this topic
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.
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Saleo
Our CRO did not like using video recordings. He felt that would backfire on us. Our CTO would not allow us to make a copy of our application or it's data, so most of these solutions were eliminated. Saleo is the only solution that lets you demo out of a production account with no videos or copies of your data
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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
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Saleo
  • We've reduced prep time for demo's by hours per demo
  • Our commercial sales (velocity business) now demo's on their own with no help from SolCon
  • For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo
Read full review
ScreenShots

Saleo Screenshots

Screenshot of Tell your own product story with complete control over graphs and metrics inside your SaaS product!Screenshot of Personalize any page of your product to demo!Screenshot of Replace any image, text, graph, or icon to better tell your products story!