Sage CRM vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sage CRM
Score 7.4 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
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
Sage CRMZoho CRM
Editions & Modules
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
Sage CRMZoho CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional DetailsTiered pricing is available for multiple users.
More Pricing Information
Community Pulse
Sage CRMZoho CRM
Considered Both Products
Sage CRM

No answer on this topic

Zoho CRM
Chose Zoho CRM
Zoho CRM is similar to Salesforce in that it integrates well with other platforms. Zoho CRM has a lot more features available and is newer than Salesforce, so it seems like it has better features than Salesforce did. We selected Zoho CRM for the robust options they had …
Top Pros
Top Cons
Features
Sage CRMZoho CRM
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
Zoho CRM
7.7
274 Ratings
0% above category average
Customer data management / contact management9.017 Ratings8.3266 Ratings
Workflow management8.616 Ratings7.9253 Ratings
Territory management8.517 Ratings7.3186 Ratings
Opportunity management8.917 Ratings8.2240 Ratings
Integration with email client (e.g., Outlook or Gmail)9.016 Ratings7.4239 Ratings
Contract management8.514 Ratings7.5191 Ratings
Quote & order management9.016 Ratings7.6190 Ratings
Interaction tracking9.216 Ratings7.9237 Ratings
Channel / partner relationship management8.716 Ratings7.2182 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
Zoho CRM
7.1
210 Ratings
6% below category average
Case management8.016 Ratings7.2203 Ratings
Call center management8.215 Ratings6.9163 Ratings
Help desk management8.214 Ratings7.3181 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Sage CRM
8.7
16 Ratings
14% above category average
Zoho CRM
8.1
253 Ratings
7% above category average
Lead management8.816 Ratings8.2248 Ratings
Email marketing8.715 Ratings8.0210 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
Zoho CRM
7.8
251 Ratings
3% above category average
Task management9.016 Ratings8.1236 Ratings
Billing and invoicing management9.015 Ratings7.7171 Ratings
Reporting9.113 Ratings7.8230 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Sage CRM
8.6
17 Ratings
12% above category average
Zoho CRM
7.9
246 Ratings
4% above category average
Forecasting8.716 Ratings7.6206 Ratings
Pipeline visualization8.416 Ratings7.9224 Ratings
Customizable reports8.717 Ratings8.1237 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sage CRM
8.6
17 Ratings
13% above category average
Zoho CRM
7.9
265 Ratings
4% above category average
Custom fields8.517 Ratings8.4263 Ratings
Custom objects8.516 Ratings7.9210 Ratings
Scripting environment9.016 Ratings7.3170 Ratings
API for custom integration8.314 Ratings7.8193 Ratings
Security
Comparison of Security features of Product A and Product B
Sage CRM
8.7
17 Ratings
4% above category average
Zoho CRM
8.4
253 Ratings
1% above category average
Single sign-on capability8.717 Ratings8.4220 Ratings
Role-based user permissions8.813 Ratings8.4248 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Sage CRM
9.4
13 Ratings
26% above category average
Zoho CRM
8.1
158 Ratings
11% above category average
Social data9.513 Ratings8.1157 Ratings
Social engagement9.313 Ratings8.1149 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
Zoho CRM
7.7
200 Ratings
7% above category average
Marketing automation9.114 Ratings7.8197 Ratings
Compensation management8.912 Ratings7.5130 Ratings
Platform
Comparison of Platform features of Product A and Product B
Sage CRM
7.8
16 Ratings
4% above category average
Zoho CRM
7.7
219 Ratings
3% above category average
Mobile access7.816 Ratings7.7219 Ratings
Best Alternatives
Sage CRMZoho CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
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User Ratings
Sage CRMZoho CRM
Likelihood to Recommend
8.9
(28 ratings)
8.2
(298 ratings)
Likelihood to Renew
5.1
(11 ratings)
7.0
(38 ratings)
Usability
8.9
(11 ratings)
8.5
(170 ratings)
Availability
-
(0 ratings)
9.2
(5 ratings)
Performance
8.2
(1 ratings)
8.1
(6 ratings)
Support Rating
7.9
(8 ratings)
6.2
(67 ratings)
In-Person Training
7.0
(1 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
6.5
(7 ratings)
Implementation Rating
8.0
(1 ratings)
5.9
(14 ratings)
Configurability
-
(0 ratings)
8.1
(112 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
7.7
(4 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.8
(11 ratings)
Vendor pre-sale
-
(0 ratings)
9.0
(11 ratings)
User Testimonials
Sage CRMZoho CRM
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
Zoho
For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
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
Zoho
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
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
Zoho
  • our team found it very challenging to integrate directly to our wordpress site
  • while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
  • we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
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.
Read full review
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
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.
Read full review
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
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Reliability and Availability
Sage
No answers on this topic
Zoho
I've not yet experienced any unscheduled downtime with Zoho CRM. Furthermore, planned maintenance is really well communicated in ZOHO CRM, and a 'banner ad' is prominently positioned on the ZOHO CRM system notifying of times/dates when maintenance is scheduled and the system may be down for a period.
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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
Zoho
Using zoho by itself has never been a problem. However one has to check for its compatibility/sync with other software. For example, it does not have a clear and full sync with getresponse since a long long time
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
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Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
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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
Zoho
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review
Online Training
Sage
No answers on this topic
Zoho
The online training consisted of watching youtube videos and pre-recorded webinars. They helped us learn what we needed, but there's still a need to learn more and where to access that information.
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.
Read full review
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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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
Zoho
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review
Contract Terms and Pricing Model
Sage
No answers on this topic
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Scalability
Sage
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review
Professional Services
Sage
No answers on this topic
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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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
Zoho
  • ROI is good, providing your entire team is involved with the program and uses it
  • During busy season, Zoho keeps the flow going with reminders for quote follow-ups
  • Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho
Read full review
ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.