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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

    WordPress

    Score8.7 out of 10
    N/AWordpress is an open-source publishing platform popular with bloggers, and a content management system, known for its simplicity and modifiability. Websites may host their own blogging communities, controlling and moderating content from a single dashboard.

    $3

    per month 6 GB storage

    Pricing
    Sage CRMWordPress
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    Personal
    $4
    per month 6 GB storage
    Premium
    $8
    per month 13 GB storage
    Business
    $25
    per month 50 GB storage
    Commerce
    $45
    per month 50 GB storage
    Enterprise
    Contact for pricing
    Offerings
    Pricing Offerings
    Sage CRMWordPress
    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.Pricing for Business and Commerce plans vary on number of GB.
    More Pricing Information
    Features
    Sage CRMWordPress
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and WordPress
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    WordPress
    -
    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 WordPress
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    WordPress
    -
    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 WordPress
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    WordPress
    -
    Ratings
    Lead management8.816 Ratings00 Ratings
    Email marketing8.715 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and WordPress
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    WordPress
    -
    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 WordPress
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    WordPress
    -
    Ratings
    Forecasting8.716 Ratings00 Ratings
    Pipeline visualization8.416 Ratings00 Ratings
    Customizable reports8.717 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage CRM and WordPress
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    WordPress
    -
    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 WordPress
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    WordPress
    8.1
    159 Ratings
    2% below category average
    Single sign-on capability8.717 Ratings00 Ratings
    Role-based user permissions8.813 Ratings8.1159 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM and WordPress
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    WordPress
    -
    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 WordPress
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    WordPress
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and WordPress
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    WordPress
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Sage CRM and WordPress
    Feature
    Sage CRM
    -
    Ratings
    WordPress
    7.9
    134 Ratings
    1% above category average
    API00 Ratings7.9124 Ratings
    Internationalization / multi-language00 Ratings7.8103 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of Sage CRM and WordPress
    Feature
    Sage CRM
    -
    Ratings
    WordPress
    8.1
    166 Ratings
    3% above category average
    WYSIWYG editor00 Ratings7.8151 Ratings
    Code quality / cleanliness00 Ratings7.3152 Ratings
    Admin section00 Ratings8.3164 Ratings
    Page templates00 Ratings8.7160 Ratings
    Library of website themes00 Ratings8.7162 Ratings
    Mobile optimization / responsive design00 Ratings8.5161 Ratings
    Publishing workflow00 Ratings8.1154 Ratings
    Form generator00 Ratings7.1131 Ratings
    Web Content Management
    Comparison of Web Content Management features of Sage CRM and WordPress
    Feature
    Sage CRM
    -
    Ratings
    WordPress
    8.2
    164 Ratings
    9% above category average
    Content taxonomy00 Ratings8.1142 Ratings
    SEO support00 Ratings7.9148 Ratings
    Bulk management00 Ratings7.5125 Ratings
    Availability / breadth of extensions00 Ratings9.2152 Ratings
    Community / comment management00 Ratings8.2152 Ratings
    Best Alternatives
    Sage CRMWordPress
    Small Businesses
    Salesflare
    Score10 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMWordPress
    Likelihood to Recommend
    8.9
    (28 ratings)
    8.6
    (203 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    3.8
    (38 ratings)
    Usability
    8.9
    (11 ratings)
    8.1
    (50 ratings)
    Availability
    -
    (0 ratings)
    9.5
    (3 ratings)
    Performance
    8.2
    (1 ratings)
    8.6
    (2 ratings)
    Support Rating
    7.9
    (8 ratings)
    10.0
    (11 ratings)
    In-Person Training
    7.0
    (1 ratings)
    7.0
    (1 ratings)
    Online Training
    -
    (0 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    9.0
    (10 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    8.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Sage CRMWordPress
    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
    Automattic
    Wordpress is a great solution for a website of nearly any type. It may not be as suitable if a fully custom solution or app is needed, and it does have some limitations when it comes to connecting it to external products (especially if the product doesn't have any support from a native system), and it does require a lot of testing. Multiple plugins in one install are common but also increase the risk of conflicts, and when those do occur, it can be exceptionally time-consuming and tedious to identify what is causing the issue. As third parties create many plugins, you're also at risk with each potential security breach, which needs to be kept in mind. I would be cautious to use WordPress to store any sort of sensitive PPI. That said, it's a wonderful, easily customizable solution for many, many different types of websites and can allow even inexperienced client users with low-tech knowledge to update basics.
    Incentivized
    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
    Automattic
    • Easy to use User Interface
    • Coding / Plugin Implementation is awesome
    • There's always a solution available for the platform
    • Security is easy to use and robust
    • Implementation with 3rd party platforms, such as Google's variety of tools
    • Can download and host on your own server or use their hosted servers
    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
    Automattic
    • WordPress breaks often so you need to have someone who understands how to troubleshoot, which can take time and money.
    • Some plugins are easier to customize than others, for example, some don't require any coding knowledge while others do. This can limit your project if you are not a coder.
    • WordPress can be easily hacked, so you also need someone who can ensure your sites are secure.
    Incentivized
    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
    Automattic
    The complications we have and the lack of support. Every plugin has a differente team of support in charge and make one plugin work with the other one always affects the website performance. It's a thousand times better to have only one provider with all functionalities included unless you are an expert web developer or have a team dedicated to it
    Incentivized
    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
    Automattic
    Extremely easy to use and train users. It took very little time to get everyone trained and onboarded to start using WordPress. Anytime we had any issues, we were able to find an article or video to help out or we were able to contact support. The menu options are well laid out so it is easy to find what you are looking for.
    Incentivized
    Read full review
    Reliability and Availability
    Sage
    No answers on this topic
    Automattic
    Anyone can visit WordPress.org and download a fully functional copy of WordPress free of charge. Additionally, WordPress is offered to users as open-source software, which means that anyone can customize the code to create new applications and make these available to other WordPress users.
    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
    Automattic
    Mostly, any performance issues have to do with using too many plugins and these can sometimes slow down the overall performance of your site. It is very tempting to start adding lots of plugins to your WordPress site, however, as there are thousands of great plugins to choose from and so many of them help you do amazing things on your site. If you begin to notice performance issues with your WordPress site (e.g. pages being slow to load), there are ways to optimize the performance of your site, but this requires learning the process. WordPress users can learn how to optimize their WordPress sites by downloading the WPTrainMe WordPress training plugin (WPTrainMe.com) and going through the detailed step-by-step WordPress optimization tutorials.
    Read full review
    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
    Automattic
    I give this rating, which I believe to be a great rating for a community based support system that's surrounding it. Most platforms and products have their own, and as WordPress does have their own team that help here and there, a lot of it's handled by community involvement with dedicated users who are experts with the system who love to help people.
    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
    Automattic
    Varies by the person providing training. High marks as it's incredibly easy to find experienced individuals in your community to provide training on any aspect of WordPress from content marketing, SEO, plugin development, theme design, etc. Less than 10 though as the training is community based and expectations for a session you find may fall short.
    Read full review
    Online Training
    Sage
    No answers on this topic
    Automattic
    It is very easy to find online resources to learn how to do just about anything with WordPress.
    Read full review
    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
    Automattic
    WordPress is not a great solution if you have: 1) A larger site with performance / availability requirements. 2) Multiple types of content you want to share - each with its own underlying data structure. 3) Multiple sites you need to manage. For very small sites where these needs are not paramount, WordPress is a decent solution
    Read full review
    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
    Automattic
    WordPress isn't as pretty or easy to use as certain competitors like Jimdo, Squarespace or HubSpot, but it makes up for it with its affordability, familiarity and the ability to find quality outside help easily. The same can't be said for certain competitors, as you might need to find an expert and it could get costly.
    Incentivized
    Read full review
    Scalability
    Sage
    No answers on this topic
    Automattic
    WordPress is completely scalable. You can get started immediately with a very simple "out-of-the box" WordPress installation and then add whatever functionality you need as and when you need it, and continue expanding. Often we will create various WordPress sites on the same domain to handle different aspects of our strategy (e.g. one site for the sales pages, product information and/or a marketing blog, another for delivering products securely through a private membership site, and another for running an affiliate program or other application), and then ties all of these sites together using a common theme and links on each of the site's menus. Additionally, WordPress offers a multisite function that allows organizations and institutions to manage networks of sites managed by separate individual site owners, but centrally administered by the parent organization. You can also expand WordPress into a social networking or community site, forums, etc. The same scalability applies to web design. You can start with a simple design and then scale things up to display sites with amazing visual features, including animations and video effects, sliding images and animated product image galleries, elements that appear and fade from visitor browsers, etc. The scaling possibilities of WordPress are truly endless.
    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
    Automattic
    • Allowed us to being all websites under a single umbrella, saving costs on similar products.
    • It's increased our website turn time and made us faster and more efficient at launching websites.
    • Edits and tweaks happen much faster as we have a customized environment.
    Incentivized
    Read full review
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