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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

    Visible Intelligence, discontinued

    Score8.4 out of 10
    N/AVisible Intelligence, developed by Visible Technologies and formerly offered under the name Cymfony, was a listening tool with an analytics dashboard. Visible was acquired by Cision, and later discontinued.N/A
    Pricing
    Sage CRMVisible Intelligence, discontinued
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    No answers on this topic
    Offerings
    Pricing Offerings
    Sage CRMVisible Intelligence, discontinued
    Free Trial
    YesYes
    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
    Community Pulse
    Sage CRMVisible Intelligence, discontinued
    Considered Both Products
    Sage
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    8 Answers
    No answers on this topic
    Delivers good value for the price
    86%
    Delivers good value for the price
    6 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    8 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    8 Answers
    No answers on this topic
    Features
    Sage CRMVisible Intelligence, discontinued
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    Visible Intelligence, discontinued
    -
    Ratings
    Lead management8.816 Ratings00 Ratings
    Email marketing8.715 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and Visible Intelligence, discontinued
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Visible Intelligence, discontinued
    -
    Ratings
    Forecasting8.716 Ratings00 Ratings
    Pipeline visualization8.416 Ratings00 Ratings
    Customizable reports8.717 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage CRM and Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    Visible Intelligence, discontinued
    -
    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 Visible Intelligence, discontinued
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    Visible Intelligence, discontinued
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and Visible Intelligence, discontinued
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    Visible Intelligence, discontinued
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    Best Alternatives
    Sage CRMVisible Intelligence, discontinued
    Small Businesses
    Salesflare
    Score10 out of 10
    Mention
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Mention
    Score8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Social Suite by Reputation.com
    Score9.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMVisible Intelligence, discontinued
    Likelihood to Recommend
    8.9
    (28 ratings)
    7.6
    (2 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    7.0
    (2 ratings)
    Usability
    8.9
    (11 ratings)
    8.0
    (1 ratings)
    Performance
    8.2
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (8 ratings)
    8.0
    (1 ratings)
    In-Person Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Sage CRMVisible Intelligence, discontinued
    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
    Discontinued Products
    The only time I have trouble recommending Visible is to my clients of specific markets. We work with several McDonald's co-ops and we can't narrow our searches to a specific region for example, to the state of Iowa or Kansas City region.
    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
    Discontinued Products
    • The way the cloud of related terms, a.k.a "social media differentiating terms", was organized into a chart with the frequency of appearance was extremely helpful. Each term was also a link to other terms that may be related to your research as well, which was insightful.
    • Visible Intelligence allows you to view the differentiating terms across platforms. This is particularly a useful tool when trying to compare and understand what is being said and where exactly (Blogs, Twitter, Facebook, etc.)
    • Most of the social media analytical tools allow you to view "sample content". However, and I find this extremely useful in many cases, Visible Intelligence allows you to directly connect with the person that posted the content. Because of such feature more clarification can be accomplished.
    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
    Discontinued Products
    • Firehose terms. I wish there was a place in setting or somewhere that let us know what firehose terms we currently have. To make it really great it would be nice for it to also show a history of what terms we had in the past with dates and the start dates of current firehose terms. I can't tell you how many times we've had to reach out to our rep to let us know what we currently have in place and when you have multiple users in the agency using the tool, it's near impossible to keep track of when changes were made.
    • Exports, I wish there was a way to have larger exports. And if you can't, an easier way to break down larger exports. For example, say my timeframe is only 1 day and I have over 20,000 results in that day– there is no way for me to export all of those results by breaking it down because my only options are most recent, most relevant, klout, most confident, most influential, most followers, positive, negative. There's no option to break down 1 day by the first 20,000 then the second 20,000 and so on. Instead I have to then manually break it down by media type and hope each one of those is less than 20,000.
    • Author influence, I know this algorithm is tricky but at the very least I think it could be better explained within the tool so when clients ask questions we can answer them. It could be nice to have some filtering options with this because several authors get a 99 score and it's not valuable information.
    • Tagging, when tagging content it is extremely annoying that I can't add new tags in the "select tags" drop down. It takes too much time to go in to where I can add new tags and then go back to where I was.
    • It'd also be nice to have setting for a stream where only a certain folder or folders of tags display. So when I'm in client x's search the only tags that display are client x's instead of all 5 clients and I have to keep scrolling through to find what I need.
    • Archive, when you hit archive on a post it does nothing. It stays in your search and ends up in all you charts which skews your data. What I do now is I created an actual tag called "archive" (because if I didn't tag it with that and I exported everything nothing in the excel doc tells me I hit Visible's archive button for that result) I export the search, I remove everything I tagged as "archive" in excel and then I manual make charts. When I hit Visible's "archive" button it should be completely removed and if I made a mistake and I want to un-archive it, there should be a section where I can go and see everything I archived and be able to un-archive it.
    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
    Discontinued Products
    I loved the way Visible Intelligence was similar yet different from Radian6. Although I have more experience with Radian6, it still wasn't hard to use and get familiar with Visible Intelligence. I personally liked how easy it was to do your "thing" and conduct your analysis using VI. That is plenty of reason for me to consider re-using it in any project that requires social media analysis.
    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
    Discontinued Products
    It's easy to user once you become familiar with it
    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
    Discontinued Products
    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
    Discontinued Products
    My rep is always helpful and is timely with my requests
    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
    Discontinued Products
    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
    Discontinued Products
    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
    Discontinued Products
    No answers on this topic
    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
    Discontinued Products
    • Faster/better content analysis.
    • Faster return time of reports.
    Read full review
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