What users are saying about
53 Ratings
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Top Rated
421 Ratings
53 Ratings
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Score 8.3 out of 100

Zoho CRM

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Top Rated
421 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Sage CRM
9.5
Zoho CRM
7.9
Customer data management / contact management
Sage CRM
10.0
Zoho CRM
8.2
Workflow management
Sage CRM
10.0
Zoho CRM
8.2
Territory management
Sage CRM
10.0
Zoho CRM
7.8
Opportunity management
Sage CRM
10.0
Zoho CRM
8.1
Integration with email client (e.g., Outlook or Gmail)
Sage CRM
10.0
Zoho CRM
7.3
Contract management
Sage CRM
5.6
Zoho CRM
7.6
Quote & order management
Sage CRM
10.0
Zoho CRM
7.6
Interaction tracking
Sage CRM
10.0
Zoho CRM
8.4
Channel / partner relationship management
Sage CRM
10.0
Zoho CRM
7.6

Customer Service & Support

Sage CRM
10.0
Zoho CRM
7.6
Case management
Sage CRM
10.0
Zoho CRM
7.7
Call center management
Sage CRM
10.0
Zoho CRM
7.5
Help desk management
Sage CRM
10.0
Zoho CRM
7.7

Marketing Automation

Sage CRM
10.0
Zoho CRM
8.1
Lead management
Sage CRM
10.0
Zoho CRM
8.2
Email marketing
Sage CRM
10.0
Zoho CRM
8.1

CRM Project Management

Sage CRM
10.0
Zoho CRM
8.0
Task management
Sage CRM
10.0
Zoho CRM
8.2
Billing and invoicing management
Sage CRM
10.0
Zoho CRM
7.8
Reporting
Sage CRM
10.0
Zoho CRM
8.0

CRM Reporting & Analytics

Sage CRM
10.0
Zoho CRM
8.1
Forecasting
Sage CRM
10.0
Zoho CRM
7.9
Pipeline visualization
Sage CRM
10.0
Zoho CRM
8.2
Customizable reports
Sage CRM
10.0
Zoho CRM
8.3

Customization

Sage CRM
10.0
Zoho CRM
8.4
Custom fields
Sage CRM
10.0
Zoho CRM
8.4
Custom objects
Sage CRM
10.0
Zoho CRM
8.3
Scripting environment
Sage CRM
10.0
Zoho CRM
8.6
API for custom integration
Sage CRM
10.0
Zoho CRM
8.1

Security

Sage CRM
10.0
Zoho CRM
8.3
Single sign-on capability
Sage CRM
10.0
Zoho CRM
8.3
Role-based user permissions
Sage CRM
10.0
Zoho CRM
8.4

Social CRM

Sage CRM
10.0
Zoho CRM
7.5
Social data
Sage CRM
10.0
Zoho CRM
7.5
Social engagement
Sage CRM
10.0
Zoho CRM
7.5

Integrations with 3rd-party Software

Sage CRM
10.0
Zoho CRM
7.6
Marketing automation
Sage CRM
10.0
Zoho CRM
7.8
Compensation management
Sage CRM
10.0
Zoho CRM
7.5

Platform

Sage CRM
10.0
Zoho CRM
7.2
Mobile access
Sage CRM
10.0
Zoho CRM
7.2

Pros

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | TrustRadius Reviewer

Cons

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | TrustRadius Reviewer

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 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | TrustRadius Reviewer

Usability

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | TrustRadius Reviewer

Performance

Sage CRM

Sage CRM 8.2
Based on 1 answer
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 9.0
Based on 1 answer
No answer on this topic is available.

Support Rating

Sage CRM

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta | 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

No score
No answers yet
No answers on this topic

Implementation Rating

Sage CRM

Sage CRM 8.0
Based on 1 answer
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 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | TrustRadius Reviewer

Alternatives Considered

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | TrustRadius Reviewer

Return on Investment

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | TrustRadius Reviewer

Screenshots

Pricing Details

Sage CRM

General

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

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
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Sage CRM
9.0
Zoho CRM
8.1

Likelihood to Renew

Sage CRM
5.1
Zoho CRM
7.6

Usability

Sage CRM
8.3
Zoho CRM
8.0

Reliability and Availability

Sage CRM
Zoho CRM
9.0

Performance

Sage CRM
8.2
Zoho CRM
9.0

Support Rating

Sage CRM
Zoho CRM
4.0

In-Person Training

Sage CRM
7.0
Zoho CRM

Online Training

Sage CRM
Zoho CRM
8.2

Implementation Rating

Sage CRM
8.0
Zoho CRM
8.0

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