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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

    Workplace from Meta (discontinued)

    Score8 out of 10
    N/AWorkplace was a business communication tool from Meta with features like Live Video and Groups, that connected employees. Its discontinuation began in August of 2025, and by June 2026 a full shutdown is anticipated.N/A
    Pricing
    Sage CRMWorkplace from Meta (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 CRMWorkplace from Meta (discontinued)
    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
    Community Pulse
    Sage CRMWorkplace from Meta (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
    93%
    Would buy again
    28 Answers
    Delivers good value for the price
    86%
    Delivers good value for the price
    6 Answers
    100%
    Delivers good value for the price
    24 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    8 Answers
    93%
    Happy with the feature set
    28 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    90%
    Lived up to sales and marketing promises
    19 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    8 Answers
    92%
    Implementation went as expected
    23 Answers
    Features
    Sage CRMWorkplace from Meta (discontinued)
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    Workplace from Meta (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 Workplace from Meta (discontinued)
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    Workplace from Meta (discontinued)
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and Workplace from Meta (discontinued)
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    Workplace from Meta (discontinued)
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    Best Alternatives
    Sage CRMWorkplace from Meta (discontinued)
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Workvivo
    Score9.4 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Workvivo
    Score9.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMWorkplace from Meta (discontinued)
    Likelihood to Recommend
    8.9
    (28 ratings)
    7.8
    (54 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    -
    (0 ratings)
    Usability
    8.9
    (11 ratings)
    5.6
    (2 ratings)
    Performance
    8.2
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (8 ratings)
    8.4
    (21 ratings)
    In-Person Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Sage CRMWorkplace from Meta (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
    Well suited: - leadership communication. When our CEO posts a video to all company - it always gets the highest engagement - recognition/achievements posts - live streams for education, knowledge sharing - we are a company of 12000 associates and there is no other corporate channel for us to gather more than 500 people in one place. Less appropriate: - sharing some very targetted messages - it's impossible to do at Workplace without creating a group. So we use email channel for such targetted communications - instant communication like in a chat (probably it's less appropriate in our specific case because we use MS Teams for such quick communication instead of WP chats)
    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
    Discontinued Products
    • Bring groups of people together to share info, stories, updates, etc.
    • The chat app is pretty decent.
    • Workplace Live is a good large-group meeting broadcast platform.
    • It's pretty intuitive to use for anyone who's used Facebook.
    • It provides different levels of "security" for groups, allowing you to have open, closed, and "secret" groups.
    • It's easy to paste images into your posts and comments, without having to necessarily go through the process of saving an image as a file, etc.
    • It has search capabilities for finding old information.
    • It's available for both desktop/laptop and mobile devices.
    • It's secured to allow only those within the company to see company-related info (but it also has a few inter-company groups, which can be useful, too).
    • Workplace Chat has the ability to set it to Do Not Disturb.
    • You can set notifications, including email notifications, if you want to be alerted to new activity in your groups, etc.
    • You can use Markdown to format your text
    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
    Discontinued Products
    • It would be helpful if a review confirmation checkbox was able to be placed by files that needed to be read or reviewed. Along the same line, approve, review again, etc. would be helpful checkboxes to add by files, proposals.
    • The layout is clean but suffers a bit from the center column width with two sidebars and a lot of empty space. It almost looks like a going out of business sale retail store where you notice the empty shelves. Workplace feels a bit bare at times. I think some good design modifications can help. Now on mobile, it is a great layout. I am addressing specifically the desktop browser login.
    • An admin control dashboard would be really effective and even more so with more users on the platform.
    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
    Discontinued Products
    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
    Discontinued Products
    Having to download multiple apps just to use the tool is very cumbersome. Facebook would have make this better by wrapping it in as a main feature within their app, but having to use multiple apps to see discussions and walls is so frustrating.
    Incentivized
    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
    Workplace by Facebook is an excellent fit in respect of support and documentation. It has excellent tutorials and documentation, as well. The UI and UX are already great as it is developed and maintained by Facebook, so most of the times, there is no need for any support or documentation.
    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
    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
    Workplace by Facebook is so much more than just a project management tool like Basecamp or Slack. The ability to disseminate information to employees is easier and better with Workplace by Facebook. It can also be used for informal messaging and sharing of information. It combines the best features of both with the same look and feel as Facebook.
    Incentivized
    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
    Discontinued Products
    • We can meet the project times, that with the communication in real time.
    • We provide solutions to our suppliers in a reliable and efficient manner.
    • When a business can save time and at the same time respond to the demands of customers, this translates into greater market capture of action for the company.
    Incentivized
    Read full review
    ScreenShots