What users are saying about
80 Ratings
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Top Rated
780 Ratings
80 Ratings
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Score 8.6 out of 100

Zoho CRM

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Top Rated
780 Ratings
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Score 8.3 out of 100

Feature Set Ratings

  • Sage CRM ranks higher in 9 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software
  • Zoho CRM ranks higher in 1 feature set: Platform

Sales Force Automation

8.9

Sage CRM

89%
8.0

Zoho CRM

80%
Sage CRM ranks higher in 9/9 features

Customer data management / contact management

9.1
91%
17 Ratings
8.4
84%
227 Ratings

Workflow management

8.7
87%
16 Ratings
7.9
79%
216 Ratings

Territory management

8.7
87%
17 Ratings
7.8
78%
162 Ratings

Opportunity management

8.9
89%
17 Ratings
8.2
82%
206 Ratings

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

9.1
91%
16 Ratings
7.8
78%
204 Ratings

Contract management

8.7
87%
14 Ratings
8.3
83%
163 Ratings

Quote & order management

9.1
91%
16 Ratings
7.9
79%
164 Ratings

Interaction tracking

9.3
93%
16 Ratings
8.0
80%
203 Ratings

Channel / partner relationship management

8.8
88%
16 Ratings
7.8
78%
153 Ratings

Customer Service & Support

8.3

Sage CRM

83%
7.6

Zoho CRM

76%
Sage CRM ranks higher in 3/3 features

Case management

8.2
82%
16 Ratings
7.7
77%
179 Ratings

Call center management

8.3
83%
15 Ratings
7.5
75%
142 Ratings

Help desk management

8.4
84%
14 Ratings
7.6
76%
159 Ratings

Marketing Automation

8.9

Sage CRM

89%
8.4

Zoho CRM

84%
Sage CRM ranks higher in 2/2 features

Lead management

8.9
89%
16 Ratings
8.5
85%
213 Ratings

Email marketing

8.8
88%
15 Ratings
8.2
82%
180 Ratings

CRM Project Management

9.1

Sage CRM

91%
8.2

Zoho CRM

82%
Sage CRM ranks higher in 3/3 features

Task management

9.1
91%
16 Ratings
8.3
83%
205 Ratings

Billing and invoicing management

9.1
91%
15 Ratings
8.0
80%
150 Ratings

Reporting

9.3
93%
13 Ratings
8.1
81%
197 Ratings

CRM Reporting & Analytics

8.7

Sage CRM

87%
8.1

Zoho CRM

81%
Sage CRM ranks higher in 3/3 features

Forecasting

8.8
88%
16 Ratings
8.0
80%
179 Ratings

Pipeline visualization

8.5
85%
16 Ratings
8.3
83%
191 Ratings

Customizable reports

8.8
88%
17 Ratings
8.2
82%
201 Ratings

Customization

8.7

Sage CRM

87%
8.0

Zoho CRM

80%
Sage CRM ranks higher in 4/4 features

Custom fields

8.7
87%
17 Ratings
8.5
85%
226 Ratings

Custom objects

8.6
86%
16 Ratings
8.1
81%
178 Ratings

Scripting environment

9.0
90%
16 Ratings
7.7
77%
145 Ratings

API for custom integration

8.4
84%
14 Ratings
7.8
78%
163 Ratings

Security

8.8

Sage CRM

88%
8.7

Zoho CRM

87%
Sage CRM ranks higher in 2/2 features

Single sign-on capability

8.8
88%
17 Ratings
8.7
87%
190 Ratings

Role-based user permissions

8.8
88%
13 Ratings
8.8
88%
211 Ratings

Social CRM

9.4

Sage CRM

94%
7.9

Zoho CRM

79%
Sage CRM ranks higher in 2/2 features

Social data

9.4
94%
13 Ratings
7.9
79%
138 Ratings

Social engagement

9.4
94%
13 Ratings
7.9
79%
133 Ratings

Integrations with 3rd-party Software

9.0

Sage CRM

90%
7.7

Zoho CRM

77%
Sage CRM ranks higher in 2/2 features

Marketing automation

9.1
91%
14 Ratings
7.9
79%
169 Ratings

Compensation management

8.9
89%
12 Ratings
7.4
74%
114 Ratings

Platform

7.8

Sage CRM

78%
7.9

Zoho CRM

79%
Zoho CRM ranks higher in 1/1 features

Mobile access

7.8
78%
16 Ratings
7.9
79%
191 Ratings

Attribute Ratings

  • Sage CRM is rated higher in 3 areas: Likelihood to Recommend, Usability, Performance
  • Zoho CRM is rated higher in 3 areas: Likelihood to Renew, Support Rating, Implementation Rating
  • Sage CRM and Zoho CRM are tied in 1 area: In-Person Training

Likelihood to Recommend

9.0

Sage CRM

90%
28 Ratings
8.5

Zoho CRM

85%
256 Ratings

Likelihood to Renew

5.1

Sage CRM

51%
11 Ratings
8.9

Zoho CRM

89%
33 Ratings

Usability

9.0

Sage CRM

90%
11 Ratings
8.3

Zoho CRM

83%
178 Ratings

Availability

Sage CRM

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

8.2

Sage CRM

82%
2 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

8.0

Sage CRM

80%
8 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

7.0

Sage CRM

70%
1 Rating
7.0

Zoho CRM

70%
2 Ratings

Online Training

Sage CRM

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

8.0

Sage CRM

80%
2 Ratings
8.8

Zoho CRM

88%
12 Ratings

Contract Terms and Pricing Model

Sage CRM

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Product Scalability

Sage CRM

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Sage CRM

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Likelihood to Recommend

Sage CRM

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
Francisco Martinez | TrustRadius Reviewer

Zoho CRM

Zoho CRM is the best contact relations manager I've been able to find. It has helped me stay on track with reaching out to my clients and potential clients on a daily basis. That was my biggest problem before and Zoho CRM has been amazing and helping me with it. I get regular reminders and can easily follow up. I also love the ability to share info with my colleagues. We can work together on a task and get it done more quickly then without Zoho CRM
Jeb Brilliant | TrustRadius Reviewer

Pros

Sage CRM

  • 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.
Jeffrey Wallace | TrustRadius Reviewer

Zoho CRM

  • It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
  • Great reporting section, you can extract some really detailed reports of your leads and their status.
  • User access control and 2-factor authentication are really easy to define and set up.
  • Some really great integrations with Zoho products and Gsuite.
Anonymous | TrustRadius Reviewer

Cons

Sage CRM

  • 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.
Anonymous | TrustRadius Reviewer

Zoho CRM

  • You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
  • Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
  • There are some things that aren't allowed to be customized that definitely should be
  • Support means well, but they rarely can help
Anonymous | TrustRadius Reviewer

Pricing Details

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

$33 per month

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$14.00

Starting Price

$14 per month

Zoho CRM Editions & Modules

Edition
Standard$14.001
Professional$23.001
Enterprise$40.001
Ultimate$52.001
Plus$57.001
  1. Per User/Per Month
Additional Pricing Details

Likelihood to Renew

Sage CRM

Sage CRM 5.1
Based on 11 answers
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.
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.9
Based on 33 answers
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Jon Porreca | TrustRadius Reviewer

Usability

Sage CRM

Sage CRM 9.0
Based on 11 answers
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.
America Castañeda | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.3
Based on 178 answers
In my overall experience, I would highly recommend Zoho CRM, though it lacks the feature of partial entries, still we used that for our non-profit organization. They have offered us a non-profit discount as well. Moreover, their support is good, and has dedicated employees to help the clients. From my experience, sometimes, we got the idiots, but overall the support is good. They have helped us in doing custom functionalities that other CRM providers don't do for free.
Anonymous | TrustRadius Reviewer

Performance

Sage CRM

Sage CRM 8.2
Based on 2 answers
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
Kari-Ann B. Ryan | TrustRadius Reviewer

Zoho CRM

Zoho CRM 6.5
Based on 4 answers
No answer on this topic is available.

Support Rating

Sage CRM

Sage CRM 8.0
Based on 8 answers
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
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.2
Based on 76 answers
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.
Anonymous | TrustRadius Reviewer

In-Person Training

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho CRM 7.0
Based on 2 answers
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Sarah Lohsl | TrustRadius Reviewer

Online Training

Sage CRM

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.5
Based on 6 answers
Online training is tough, but Zoho and their partners do a good job of explaining things.
John Hinson | TrustRadius Reviewer

Implementation Rating

Sage CRM

Sage CRM 8.0
Based on 2 answers
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.
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.8
Based on 12 answers
Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
Stephen Lalla | TrustRadius Reviewer

Alternatives Considered

Sage CRM

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.
Gary Perkins | TrustRadius Reviewer

Zoho CRM

Salesforce is what we were using before we moved to Zoho and primarily was due to lack of support and especially lack of local support. We evaluated Freshworks CRM as well and they came a close second except for the reporting and analytics functionality and the limited options to customize dashboards and reports alike to cater to our internal requirements.
Pradeep Joseph | TrustRadius Reviewer

Contract Terms and Pricing Model

Sage CRM

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 9.4
Based on 22 answers
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
Anonymous | TrustRadius Reviewer

Professional Services

Sage CRM

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.5
Based on 7 answers
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.
Anonymous | TrustRadius Reviewer

Return on Investment

Sage CRM

  • 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
Luis Brea | TrustRadius Reviewer

Zoho CRM

  • We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
  • One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
  • Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
  • Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
Anonymous | TrustRadius Reviewer

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