Sage CRM vs. Clari Copilot

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sage CRM
Score 7.8 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
Clari Copilot
Score 8.9 out of 10
N/A
Clari Copilot helps revenue teams win revenue-critical moments. Clari Copilot’s conversation intelligence platform gives reps and managers tools to compete, spot revenue leak, and close deals. It offers: Real-time battlecards and monologue alerts, so reps can navigate objections with ease and learn from winning behavior. And managers can track rep performance…
$60
per month per rep
Pricing
Sage CRMClari Copilot
Editions & Modules
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Growth
$720
per year per rep
Accelerator
$1,080
per year per rep
Enterprise
$1,320
per year per rep
Offerings
Pricing Offerings
Sage CRMClari Copilot
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
Features
Sage CRMClari Copilot
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
Clari Copilot
-
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
Clari Copilot
-
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
8.8
16 Ratings
16% above category average
Clari Copilot
-
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
Clari Copilot
-
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
13% above category average
Clari Copilot
-
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
Clari Copilot
-
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
5% above category average
Clari Copilot
-
Ratings
Single sign-on capability8.717 Ratings00 Ratings
Role-based user permissions8.713 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
Clari Copilot
-
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
Clari Copilot
-
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
Clari Copilot
-
Ratings
Mobile access7.816 Ratings00 Ratings
Best Alternatives
Sage CRMClari Copilot
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Mediafly Intelligence360
Mediafly Intelligence360
Score 7.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Clari
Clari
Score 8.3 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Clari
Clari
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Sage CRMClari Copilot
Likelihood to Recommend
8.9
(28 ratings)
9.0
(82 ratings)
Likelihood to Renew
5.1
(11 ratings)
8.6
(3 ratings)
Usability
8.9
(11 ratings)
8.2
(1 ratings)
Performance
8.2
(1 ratings)
-
(0 ratings)
Support Rating
7.9
(8 ratings)
8.5
(2 ratings)
In-Person Training
7.0
(1 ratings)
-
(0 ratings)
Implementation Rating
8.0
(1 ratings)
9.1
(1 ratings)
User Testimonials
Sage CRMClari Copilot
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
Clari
Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls
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
Clari
  • Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
  • Creating game tapes - so that you can easily onboard new team members.
  • Great support team (love for Sushma).
  • Much cheaper than competitors.
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
Clari
  • Searching for specific calls (you can scroll through the list, but that takes time)
  • The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
  • The AI-driven insights aren't always accurate but are still very useful nonetheless
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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
Clari
I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.
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.
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Clari
Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.
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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
Clari
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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Clari
Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.
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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
Clari
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.
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Clari
I wasn't directly involved but no news is good news in our organization for topics like this!
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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
Clari
Gong is expensive but it has a lot better AI/Intelligence feature compared to Wingman. Wingman definitely does the job, is cheap, and also support is pretty amazing and I personally like Shruti a lot in terms of what she is doing in this space. Also, Wingman is in an Indian company.
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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
Read full review
Clari
  • Training of new Sales representatives has gone from 1 month to 2 weeks using Wingman as part of the training tools.
  • The transcripts have also helped us to decrease the number of disputes "Lost" on Stripe, by providing evidence needed to win the case.
Read full review
ScreenShots

Clari Copilot Screenshots

Screenshot of Call Library — Organized, searchable and shareable recordingsScreenshot of Call Summary — For full visibility on every sales interactionScreenshot of Call ScorecardsScreenshot of Game Tapes — A Netflix for salesScreenshot of Deal Central —An early-warning system for at-risk dealsScreenshot of Team Dashboard — Tracks coaching-led performance improvements