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
Teamleader
Score6 out of 10
Small Businesses (1-50 employees)
Teamleader is a user-friendly and feature-rich platform which combines CRM, invoicing, and project management into one simple tool. The all-in-one tool aims to help small and medium-sized enterprises organize their sales processes & workflows, communicate effectively & build better relationships with their clients, and improve the productivity & collaboration across their teams. As a platform that provides users with the capability to work smarter, Teamleader offers an online CRM which…
$59
2 users/month
Webgility
Score9.6 out of 10
N/A
Webgility is a multichannel eCommerce software which provides automated accounting and inventory management. It is optimized for QuickBooks Desktop and NetSuite users who sell on multiple channels.
$109
per month
Pricing
Sage CRM
Teamleader
Webgility
Editions & Modules
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
$0
Lifetime License per Seat
Projects
$59.00
2 users/month
Project Management
$59.00
2 users/month
Support tickets
$59.00
2 users/month
Pro
$109 (billed annually)
per month
Advanced
$199 (billed annually)
per month
Premium
$399 (billed annually)
per month
Offerings
Pricing Offerings
Sage CRM
Teamleader
Webgility
Free Trial
Yes
Yes
Yes
Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
Yes
No
Yes
Entry-level Setup Fee
No setup fee
$29 2 users/month
No setup fee
Additional Details
Tiered pricing is available for multiple users.
extra user is + $12.00/user/month
All plans come with free setup and onboarding, and annual plans get a 60-day money-back guarantee. All customers can add Webgility Intelligence for $20/mo/channel. QuickBooks Desktop customers can automate shipping for $50/mo and pull historical data over 90 days old for a $200 one-time fee.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Webgility allows for an accounting based on the real world of our business. We are in control and charge of all of the processes that give dynamic to our businesses. We do not feel near to our business we are near and we can do this with nothing else than the intelligence behind Webgility. Everything is better since we started and we have ourselves still space to put under our reign with the vast amount of methodologies that are implemented at best in Webgility Desktop, Online, and Intelligence. There is positive improvement in the benefits every employee generates with the suites. Cases in which some starts to get in unintended directions can be detected early and corrected with no worse impact. Webgility did not too much enhance our reach to new markets or customers. Our new qualities are getting around but we expect more from the business generating features sets of Webgility. We are still curious about enhancing ourselves and our employees but we already integrated the suites to a significant degree in our processes. We are very satisfied with the POS and markets but there is for us still a lot left out where we are strong and reach our clients and customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Keeping in mind all the good things said about Webgility there is also a need to pinpoint some loopholes that exist in Webgility so that Webgility can further work on those deprivations in order to bring the best to its users.
I feel that the inventory management system of Webgility is pretty basic compared to the overall level of Webgility.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is one of the best platforms I have ever used. Webgility has been very helpful in mitigating human errors, which leads to so much time-saving. Webgility connects all the pieces, like a messed-up jigsaw puzzle, and keeps the orders synchronized well in Quickbooks.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is an on-going monthly fee, but our company finds it is well worth it for both the support we recieve as well as the time saved by not manually entering orders into out accounting software from our online store.
The biggest ROI is absolutely time saved in entering orders.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
