Sage CRM vs Zoho CRM | TrustRadius

What users are saying about

Score 8.6 out of 10

Based on 80 reviews and ratings

Score 8.3 out of 10

Based on 780 reviews and ratings

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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

Sage CRM

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

7 Ratings

Pros

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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Jeffrey Wallace

Real Estate Investor

Sacred Heart Real EstateReal Estate, 1-10 employees

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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.

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Verified User

Manager in Corporate

Insurance Company, 1001-5000 employees

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Cons

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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Verified User

Engineer in Information Technology

Building Materials Company, 201-500 employees

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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

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Verified User

Director in Marketing

Photography Company, 11-50 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$33 per month

Sage CRM Editions & Modules

On-premise Edition

Sage CRM (on premise)	¹

Lifetime License per Seat

SaaS Edition

Sage CRM (cloud)	$45¹

Per User per Month

Additional Pricing Details

Tiered pricing is available for multiple users.

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

Per User/Per Month

Additional Pricing Details

—

Likelihood to Renew

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.

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Verified User

Employee in Marketing

Medical Devices Company, 51-200 employees

View all 11 answers on this topic

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.

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Jon Porreca

Project Administrator

A1 EnergyRenewables & Environment, 1-10 employees

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Usability

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.

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America Castañeda

Division Sales and Marketing Manager

American Residential ServicesConsumer Services, 5001-10,000 employees

View all 11 answers on this topic

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.

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Verified User

Employee in Information Technology

Non-profit Organization Management Company, 51-200 employees

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Performance

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

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Kari-Ann B. Ryan

Marketing Director

WAC Consulting Group51-200 employees

View all 2 answers on this topic

Zoho CRM 6.5

Based on 4 answers

No answer on this topic is available.

Support Rating

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

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Verified User

Manager in Sales

Information Technology and Services Company, 501-1000 employees

View all 8 answers on this topic

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.

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Verified User

Director in Marketing

Internet Company, 51-200 employees

View all 76 answers on this topic

In-Person Training

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.

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Verified User

Administrator in Information Technology

Environmental Services Company, 11-50 employees

View all 1 answers on this topic

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.

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Sarah Lohsl

Sales Associate

ICANotes LLCComputer Software, 11-50 employees

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Online Training

No score

No answers yet

No answers on this topic

Zoho CRM 8.5

Based on 6 answers

Online training is tough, but Zoho and their partners do a good job of explaining things.

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John Hinson

Administrative Director & Marketing Manager

Spotlight BrandingMarketing & Advertising, 11-50 employees

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Implementation Rating

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.

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Verified User

Administrator in Information Technology

Environmental Services Company, 11-50 employees

View all 2 answers on this topic

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.

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Stephen Lalla

CEO

Dynamic Image Marketing Systems, Inc.Marketing and Advertising, 1-10 employees

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Alternatives Considered

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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Gary Perkins

Director

Marketing Answers & Solutions LimitedInformation Technology and Services, 1-10 employees

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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.

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Pradeep Joseph

Head of Sales Development

Beroe IncMarket Research, 201-500 employees

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Contract Terms and Pricing Model

No score

No answers yet

No answers on this topic

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

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Verified User

Administrative Assistant in Sales

Publishing Company, 11-50 employees

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Professional Services

No score

No answers yet

No answers on this topic

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.

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Verified User

Consultant in Information Technology

Information Technology & Services Company, 51-200 employees

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Return on Investment

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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Luis Brea

Sales Administration Manager

Bupa WorldwideInternational Trade and Development, 51-200 employees

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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!

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Verified User

Administrator in Marketing

Legal Services Company, 11-50 employees

View all 256 answers on this topic

Screenshots

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See All (10) Zoho CRM Screenshots

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Sage CRM

Zoho CRM

Case management

Call center management

Help desk management

Sage CRM

Zoho CRM

Lead management

Email marketing

Sage CRM

Zoho CRM

Task management

Billing and invoicing management

Reporting

Sage CRM

Zoho CRM

Forecasting

Pipeline visualization

Customizable reports

Sage CRM

Zoho CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

Sage CRM

Zoho CRM

Single sign-on capability

Role-based user permissions

Sage CRM

Zoho CRM

Social data

Social engagement

Sage CRM

Zoho CRM

Marketing automation

Compensation management

Sage CRM

Zoho CRM

Mobile access

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Sage CRM

Zoho CRM

Likelihood to Recommend

Sage CRM

Zoho CRM