What users are saying about
81 Ratings
81 Ratings
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Score 8.6 out of 100
1 Rating
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Score 9 out of 100

Feature Set Ratings

  • Sage CRM ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security, Social CRM
  • YetiForce CRM ranks higher in 2 feature sets: Customization, Platform

Sales Force Automation

8.8

Sage CRM

88%
8.6

YetiForce CRM

86%
Sage CRM ranks higher in 5/9 features

Customer data management / contact management

9.0
90%
17 Ratings
9.0
90%
1 Rating

Workflow management

8.6
86%
16 Ratings
9.0
90%
1 Rating

Territory management

8.6
86%
17 Ratings
9.0
90%
1 Rating

Opportunity management

8.9
89%
17 Ratings
9.0
90%
1 Rating

Integration with email client (e.g., Outlook or Gmail)

9.0
90%
16 Ratings
8.0
80%
1 Rating

Contract management

8.6
86%
14 Ratings
9.0
90%
1 Rating

Quote & order management

9.0
90%
16 Ratings
8.0
80%
1 Rating

Interaction tracking

9.2
92%
16 Ratings
8.0
80%
1 Rating

Channel / partner relationship management

8.7
87%
16 Ratings
N/A
0 Ratings

Customer Service & Support

8.2

Sage CRM

82%
8.0

YetiForce CRM

80%
Sage CRM ranks higher in 3/3 features

Case management

8.1
81%
16 Ratings
8.0
80%
1 Rating

Call center management

8.2
82%
15 Ratings
8.0
80%
1 Rating

Help desk management

8.3
83%
14 Ratings
8.0
80%
1 Rating

Marketing Automation

8.8

Sage CRM

88%
7.5

YetiForce CRM

75%
Sage CRM ranks higher in 2/2 features

Lead management

8.9
89%
16 Ratings
8.0
80%
1 Rating

Email marketing

8.7
87%
15 Ratings
7.0
70%
1 Rating

CRM Project Management

9.1

Sage CRM

91%
8.0

YetiForce CRM

80%
Sage CRM ranks higher in 3/3 features

Task management

9.0
90%
16 Ratings
9.0
90%
1 Rating

Billing and invoicing management

9.0
90%
15 Ratings
7.0
70%
1 Rating

Reporting

9.2
92%
13 Ratings
8.0
80%
1 Rating

CRM Reporting & Analytics

8.6

Sage CRM

86%
7.7

YetiForce CRM

77%
Sage CRM ranks higher in 3/3 features

Forecasting

8.7
87%
16 Ratings
8.0
80%
1 Rating

Pipeline visualization

8.4
84%
16 Ratings
7.0
70%
1 Rating

Customizable reports

8.7
87%
17 Ratings
8.0
80%
1 Rating

Customization

8.6

Sage CRM

86%
9.0

YetiForce CRM

90%
Sage CRM ranks higher in 2/4 features

Custom fields

8.6
86%
17 Ratings
10.0
100%
1 Rating

Custom objects

8.5
85%
16 Ratings
10.0
100%
1 Rating

Scripting environment

9.0
90%
16 Ratings
8.0
80%
1 Rating

API for custom integration

8.3
83%
14 Ratings
8.0
80%
1 Rating

Security

8.7

Sage CRM

87%
7.5

YetiForce CRM

75%
Sage CRM ranks higher in 2/2 features

Single sign-on capability

8.7
87%
17 Ratings
7.0
70%
1 Rating

Role-based user permissions

8.7
87%
13 Ratings
8.0
80%
1 Rating

Social CRM

9.4

Sage CRM

94%
8.0

YetiForce CRM

80%
Sage CRM ranks higher in 2/2 features

Social data

9.5
95%
13 Ratings
8.0
80%
1 Rating

Social engagement

9.3
93%
13 Ratings
N/A
0 Ratings

Integrations with 3rd-party Software

9.0

Sage CRM

90%

YetiForce CRM

Feature Set Not Supported
N/A
Sage CRM ranks higher in 2/2 features

Marketing automation

9.1
91%
14 Ratings
N/A
0 Ratings

Compensation management

8.9
89%
12 Ratings
N/A
0 Ratings

Platform

7.7

Sage CRM

77%
8.0

YetiForce CRM

80%
YetiForce CRM ranks higher in 1/1 features

Mobile access

7.7
77%
16 Ratings
8.0
80%
1 Rating

Attribute Ratings

  • YetiForce CRM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

8.9

Sage CRM

89%
28 Ratings
9.0

YetiForce CRM

90%
1 Rating

Likelihood to Renew

5.1

Sage CRM

51%
11 Ratings

YetiForce CRM

N/A
0 Ratings

Usability

8.9

Sage CRM

89%
11 Ratings

YetiForce CRM

N/A
0 Ratings

Performance

8.2

Sage CRM

82%
2 Ratings

YetiForce CRM

N/A
0 Ratings

Support Rating

7.9

Sage CRM

79%
8 Ratings

YetiForce CRM

N/A
0 Ratings

In-Person Training

7.0

Sage CRM

70%
1 Rating

YetiForce CRM

N/A
0 Ratings

Implementation Rating

8.0

Sage CRM

80%
2 Ratings

YetiForce CRM

N/A
0 Ratings

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
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YetiForce

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
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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.
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YetiForce

  • Detailed customization
  • Stability and speed
  • Customer support
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.
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YetiForce

  • Lack of documentation
  • No auto updates
  • Server requirements
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Pricing Details

Sage CRM

Starting Price

$33 per month

Editions & Modules

Sage CRM editions and modules pricing
EditionModules
Sage CRM (on premise)1
Sage CRM (cloud)$452

Footnotes

  1. Lifetime License per Seat
  2. Per User per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Tiered pricing is available for multiple users.

YetiForce CRM

Starting Price

$0

Editions & Modules

YetiForce CRM editions and modules pricing
EditionModules
YetiForce CRMFree1

Footnotes

  1. none

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

YetiForceCRM is open source and free. There are no license fees. Free support is provided on GitHub. Paid support and additional services are available in the Marketplace which can be accessed directly from the CRM system.

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.
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YetiForce

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.
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YetiForce

No answers on this topic

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
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YetiForce

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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YetiForce

No answers on this topic

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.
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YetiForce

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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YetiForce

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.
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YetiForce

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
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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
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YetiForce

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
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Screenshots

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