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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

    UpLead

    Score9.3 out of 10
    N/AUpLead is a B2B data provider and technology company based in Southern California providing access to verified B2B contacts with direct email addresses. Search by industry, location, sales volume, number of employees, public vs private, contact title, job function, management level, technologies used and more to find customers. API and CRM integrations available.

    $99

    per month

    Pricing
    Sage CRMUpLead
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    Basic
    $99.00
    per month
    Plus
    $199.00
    per month
    Professional
    $399.00
    per month
    Offerings
    Pricing Offerings
    Sage CRMUpLead
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsTiered pricing is available for multiple users.
    More Pricing Information
    Features
    Sage CRMUpLead
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and UpLead
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    UpLead
    -
    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 management8.614 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 Sage CRM and UpLead
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    UpLead
    -
    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 Sage CRM and UpLead
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    UpLead
    -
    Ratings
    Lead management8.816 Ratings00 Ratings
    Email marketing8.715 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and UpLead
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    UpLead
    -
    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 Sage CRM and UpLead
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    UpLead
    -
    Ratings
    Forecasting8.716 Ratings00 Ratings
    Pipeline visualization8.416 Ratings00 Ratings
    Customizable reports8.717 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage CRM and UpLead
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    UpLead
    -
    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 Sage CRM and UpLead
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    UpLead
    -
    Ratings
    Single sign-on capability8.717 Ratings00 Ratings
    Role-based user permissions8.813 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM and UpLead
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    UpLead
    -
    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 Sage CRM and UpLead
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    UpLead
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and UpLead
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    UpLead
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    Prospecting
    Comparison of Prospecting features of Sage CRM and UpLead
    Feature
    Sage CRM
    -
    Ratings
    UpLead
    9.4
    42 Ratings
    20% above category average
    Advanced search00 Ratings9.742 Ratings
    Identification of new leads00 Ratings8.641 Ratings
    List quality00 Ratings9.642 Ratings
    List upload/download00 Ratings9.942 Ratings
    Ideal customer targeting00 Ratings9.442 Ratings
    Load time/data access00 Ratings9.342 Ratings
    Sales Intelligence Data Standards
    Comparison of Sales Intelligence Data Standards features of Sage CRM and UpLead
    Feature
    Sage CRM
    -
    Ratings
    UpLead
    9.6
    41 Ratings
    21% above category average
    Contact information00 Ratings9.441 Ratings
    Company information00 Ratings9.641 Ratings
    Industry information00 Ratings9.741 Ratings
    Data Augmentation & Lead Qualification
    Comparison of Data Augmentation & Lead Qualification features of Sage CRM and UpLead
    Feature
    Sage CRM
    -
    Ratings
    UpLead
    8.7
    40 Ratings
    16% above category average
    Lead qualification process00 Ratings8.537 Ratings
    Smart lists and recommendations00 Ratings7.934 Ratings
    Salesforce integration00 Ratings8.130 Ratings
    Company/business profiles00 Ratings9.038 Ratings
    Alerts and reminders00 Ratings7.932 Ratings
    Data hygiene00 Ratings9.337 Ratings
    Automatic data refresh00 Ratings8.736 Ratings
    Tags00 Ratings9.336 Ratings
    Filters and segmentation00 Ratings9.639 Ratings
    Sales Intelligence Email Features
    Comparison of Sales Intelligence Email Features features of Sage CRM and UpLead
    Feature
    Sage CRM
    -
    Ratings
    UpLead
    7.9
    30 Ratings
    6% above category average
    Sales email templates00 Ratings8.129 Ratings
    Append emails to records00 Ratings7.729 Ratings
    Best Alternatives
    Sage CRMUpLead
    Small Businesses
    Salesflare
    Score10 out of 10
    Owler
    Score9.7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Clay
    Score9.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    LinkedIn Sales Navigator for Gmail (discontinued)
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMUpLead
    Likelihood to Recommend
    8.9
    (28 ratings)
    9.7
    (42 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    -
    (0 ratings)
    Usability
    8.9
    (11 ratings)
    9.7
    (16 ratings)
    Performance
    8.2
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (8 ratings)
    8.2
    (1 ratings)
    In-Person Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    1.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    Sage CRMUpLead
    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
    UpLead
    UpLead is well suited for environments where there is a lot of accurate contact information to research mainly generating sales for a business. On the other hand, businesses that don't require searching up a huge amount of contact data and that doesn't add up to the sales of a business do not need to use this software.
    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
    UpLead
    • UpLead is one of the best B2B platforms available in the market which deals in offering the highest quality contacts and different companies’ data.
    • It has the best and updated real-time email verification, having contacts worldwide, technology tracking, account-based marketing, and robust API.
    • The integration of UpLead with other platforms is up to the mark. It allows users to integrate UpLead with other renowned software to have the best possible workspace to work on.
    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
    UpLead
    • More data on small and start-up companies, but this situation is understandable.
    • Collecting a long list of contacts, especially of overseas companies, can sometimes take a while as UpLead is verifying the data. But the wait is typically understandable and worth it.
    • Sometimes I struggle with translating job functions in a foreign language, but this is easy to overcome.
    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
    UpLead
    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.
    Incentivized
    Read full review
    UpLead
    The tool is robust, it's powerful, it's accurate, and it's extremely helpful and pivotal in my current banking sales role. I could not succeed without UpLead's accurate data and contact information. I'm thankful that such an incredible service exists at such a fair and reasonable price, thank you for the value that you provide your customers and thank you for making me a very successful salesman and wealthier man
    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
    UpLead
    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
    Incentivized
    Read full review
    UpLead
    i like their support bot.
    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
    UpLead
    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.
    Incentivized
    Read full review
    UpLead
    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.
    Read full review
    UpLead
    UpLead costs a bit more, but I found the data on UpLead to be well worth it in comparison and it was easier to transfer to our CRM (HubSpot). I like how they also provide useful API integration into UpLead and I hope they begin to offer more automation in the future.
    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
    UpLead
    • I haven't been using UpLead long but I have generated interest in our company with several large accounts. Each one of them can add several million in revenue to our company.
    • A huge time saver is to be able to send out email blasts to potential clients I've downloaded from UpLead.
    • Securing any one of the prospects I'm working on through UpLead can easily pay for the investment 10 times over.
    • Most of the salespeople in our company are asking me where I'm getting my leads from.
    Read full review
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