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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage CRM

    Score8.9 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

    Zoom Workplace

    Score8.6 out of 10
    N/AZoom Workplace, Zoom’s open collaboration platform with an AI Companion, empowers teams to be more productive, and strengthen customer relationships throughout the customer lifecycle with Zoom’s Business Services for sales, marketing, and customer experience teams, including Zoom Contact Center.

    $16.99

    per month per user

    Pricing
    Sage CRMZoom Workplace
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    Add-On Zoom Translated Captions
    $5
    per month per license
    Pro
    $16.99
    per month per user
    Business
    $21.99
    per month per user
    Add-On - Conference Room Connector
    $499
    per year
    Basic
    Free
    Enterprise
    Custom
    Add-On - Zoom Whiteboard
    starting at $2.49
    per month per user
    Add-On - Large Meetings
    starting at $600
    per year
    Add-On - Cloud Storage
    starting at $120
    per year
    Add-On Audio Conferencing
    starting at $1200
    per year
    Add-On Zoom Phone Power Pack
    Starting at $300
    per year per user
    Add-On - Quality of Service Subscription
    Contact Sales
    Offerings
    Pricing Offerings
    Sage CRMZoom Workplace
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsTiered pricing is available for multiple users.Discount available for annual billing.
    More Pricing Information
    Features
    Sage CRMZoom Workplace
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    Zoom Workplace
    -
    Ratings
    Customer data management / contact management9.017 Ratings00 Ratings
    Workflow management8.616 Ratings00 Ratings
    Territory management8.517 Ratings00 Ratings
    Opportunity management8.917 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.016 Ratings00 Ratings
    Contract management8.614 Ratings00 Ratings
    Quote & order management9.016 Ratings00 Ratings
    Interaction tracking9.216 Ratings00 Ratings
    Channel / partner relationship management8.716 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    Zoom Workplace
    -
    Ratings
    Case management8.016 Ratings00 Ratings
    Call center management8.215 Ratings00 Ratings
    Help desk management8.214 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    Zoom Workplace
    -
    Ratings
    Lead management8.816 Ratings00 Ratings
    Email marketing8.715 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    Zoom Workplace
    -
    Ratings
    Task management9.016 Ratings00 Ratings
    Billing and invoicing management9.015 Ratings00 Ratings
    Reporting9.113 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Zoom Workplace
    -
    Ratings
    Forecasting8.716 Ratings00 Ratings
    Pipeline visualization8.416 Ratings00 Ratings
    Customizable reports8.717 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Zoom Workplace
    -
    Ratings
    Custom fields8.517 Ratings00 Ratings
    Custom objects8.516 Ratings00 Ratings
    Scripting environment9.016 Ratings00 Ratings
    API for custom integration8.314 Ratings00 Ratings
    Security
    Comparison of Security features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    Zoom Workplace
    -
    Ratings
    Single sign-on capability8.717 Ratings00 Ratings
    Role-based user permissions8.813 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    Zoom Workplace
    -
    Ratings
    Social data9.513 Ratings00 Ratings
    Social engagement9.313 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    Zoom Workplace
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    Zoom Workplace
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.5
    1006 Ratings
    1% above category average
    High quality audio00 Ratings8.9998 Ratings
    High quality video00 Ratings8.9998 Ratings
    Screen Sharing
    Comparison of Screen Sharing features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.7
    1006 Ratings
    2% above category average
    Desktop sharing00 Ratings9.31005 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.7
    1012 Ratings
    1% above category average
    Calendar integration00 Ratings9.0923 Ratings
    Meeting initiation00 Ratings9.1986 Ratings
    Record meetings / events00 Ratings9.2961 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.5
    874 Ratings
    2% above category average
    Live chat00 Ratings9.1856 Ratings
    Online Events Security
    Comparison of Online Events Security features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.9
    864 Ratings
    11% above category average
    User authentication00 Ratings8.9755 Ratings
    Participant roles & permissions00 Ratings8.7829 Ratings
    Cloud PBX
    Comparison of Cloud PBX features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.1
    236 Ratings
    5% below category average
    Hosted PBX00 Ratings8.3112 Ratings
    Multi-level Interactive Voice Response (IVR)00 Ratings7.8141 Ratings
    Directory of employee names00 Ratings8.3218 Ratings
    Call Management
    Comparison of Call Management features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.2
    264 Ratings
    6% below category average
    Answering rules00 Ratings8.5192 Ratings
    Call recording00 Ratings8.7240 Ratings
    Call park00 Ratings7.8147 Ratings
    Call screening00 Ratings8.0165 Ratings
    Message alerts00 Ratings8.2210 Ratings
    Business SMS/External Messaging00 Ratings7.9135 Ratings
    Voicemail Transcription00 Ratings7.9183 Ratings
    Mobile apps
    Comparison of Mobile apps features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.8
    297 Ratings
    0% below category average
    Mobile app for iOS00 Ratings8.8263 Ratings
    Mobile app for Android00 Ratings8.9181 Ratings
    Unified Communications Platform and Collaboration
    Comparison of Unified Communications Platform and Collaboration features of Sage CRM and Zoom Workplace
    Feature
    Sage CRM
    -
    Ratings
    Zoom Workplace
    8.7
    249 Ratings
    2% above category average
    Centralized communications management00 Ratings8.9199 Ratings
    Team messaging00 Ratings8.9214 Ratings
    Team document sharing00 Ratings8.6193 Ratings
    Call and meeting analytics00 Ratings8.5202 Ratings
    Best Alternatives
    Sage CRMZoom Workplace
    Small Businesses
    Salesflare
    Score10 out of 10
    Broadvoice | GoContact
    Score9.1 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Webex Calling
    Score8.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Webex Calling
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMZoom Workplace
    Likelihood to Recommend
    8.9
    (28 ratings)
    8.8
    (1070 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    9.4
    (27 ratings)
    Usability
    8.9
    (11 ratings)
    9.5
    (46 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Performance
    8.2
    (1 ratings)
    9.0
    (3 ratings)
    Support Rating
    7.9
    (8 ratings)
    6.4
    (46 ratings)
    In-Person Training
    7.0
    (1 ratings)
    9.1
    (1 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    6.4
    (11 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.0
    (13 ratings)
    Ease of integration
    -
    (0 ratings)
    7.3
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    9.8
    (3 ratings)
    Professional Services
    -
    (0 ratings)
    9.2
    (8 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    User Testimonials
    Sage CRMZoom Workplace
    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
    Zoom
    In most cases, and I mean almost all, Zoom is vastly superior to Teams in terms of functionality and ease of use. Case in point: I recently tried to join a Teams meeting in the web browser, and it took me multiple attempts to access it. This NEVER happens with a Zoom link.
    Incentivized
    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.
    Incentivized
    Read full review
    Zoom
    • Audio quality of phone calls is spot on. Calls are clear and crisp.
    • Video quality of video meetings are clear and there aren't any pixelization artifacts that some systems can have.
    • Having AI summaries have been life changing for us. We no longer have to concentrate on note taking, like we did in the past. The summaries are accurate and enable us to put our efforts in the meeting or conversation. Plus, we can save them into our practice management system as required.
    Incentivized
    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.
    Incentivized
    Read full review
    Zoom
    • Love notes - allow insertion of table or grid
    • Allow admin to turn off DND
    • Allow a way to group individual people chats - not channels just individual peeps into groups for ease of finding - like how you can group shared calendars into sections in Outlook
    Incentivized
    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.
    Incentivized
    Read full review
    Zoom
    We're sticking with Zoom for the foreseeable future--given its compelling feature set, ease of use, and advanced technology, there's just no other competition to be excited about. Plus it's a Gartner-recognized industry leader, so it's a rather easy choice.
    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.
    Incentivized
    Read full review
    Zoom
    Zoom is made for the non tech office. It has features that can be made to do what you need to run things on a day to day basis. Immediately we we able to get meetings going with remote employees. The ability to be able to add smartphone connected people was a big plus. Zoom met our needs at the time.
    Read full review
    Reliability and Availability
    Sage
    No answers on this topic
    Zoom
    There have been less than a handful of outages during our two years with Zoom, and whenever there was one, an email informing us of the outage went out immediately, and they had the issue resolved shortly thereafter.
    Read full review
    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
    Zoom
    Zoom has among the best performance of any video conference platform, as I've mentioned several times. Besides that, their Chat platform works great, and their back end always runs smooth. It's unfortunate that reporting can now only be done by one month at a time, but nonetheless, it only takes a second to run any kind of Zoom report, whether it's an attendee report, Poll results, a user report, a list of meetings from the past month, etc.
    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
    Incentivized
    Read full review
    Zoom
    Because I got a response right away, and was assigned one specific individual to work with me from the beginning to the resolution. I had an actual email address and direct contact with this person without having to start over and over every time I contacted Zoom - this singular individual remained attentive and was well informed on the subject matter and quite able to resolve my needs.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Zoom
    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.
    Incentivized
    Read full review
    Zoom
    If you receive any pushback from higher ups, point to any of the various positive reviews like this one. Or show Zoom's excellent Gartner report, or articles describing Zoom's partnership with Sequoia capital. It's not difficult to show how Zoom is a trustworthy industry leader with best-in-class technology.
    Read full review
    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
    Zoom
    Zoom Workplace is typically on the more expensive end against other options, but it's the industry leader for a reason. It has the most brand credibility by far, but that doesn't mean it's perfect. There are limitations when it comes to technical performance, customization and video/audio quality. I prefer Slack myself for communication apps, but Zoom Workplace is a good alternative.
    Incentivized
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    Contract Terms and Pricing Model
    Sage
    No answers on this topic
    Zoom
    The billing and price model is really fair for so many functions that they offer, our remote work requires each of the features that Zoom offers, so accepting payment for a tool like this is the least we can do. I like that billing arrives on time and that they offer opportunities and payment times.
    Read full review
    Scalability
    Sage
    No answers on this topic
    Zoom
    Because the Basic licenses are completely free, and because it's very easy to configure and install Zoom, and because anyone can join Zoom from a link without needing an account, scaling is a Breeze. There are absolutely no roadblocks. My company keeps adding more Zoom Pro license every week since it's so in demand. We were able to convert users from several different platforms onto Zoom with no trouble at all.
    Read full review
    Professional Services
    Sage
    No answers on this topic
    Zoom
    Zoom is perfect for our business. We use it to video chat with prospective clients. The name recognition alone gives us credibility and it is very easy to screen share and send content out.
    Read full review
    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
    Incentivized
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    Zoom
    • We have not lost much productivity in our teamwork during the pandemic because of the ability to have Zoom video calls and keep everyone in touch. This is definitely a positive.
    • We are able to have more people participate in coaching sessions (described earlier) because we don't have room space limitations. This is a big positive.
    • Being able to start a meeting instantly is great when we are doing support and/or training with a client over the phone and need to be able to share a visible
    Incentivized
    Read full review
    ScreenShots

    Zoom Workplace Screenshots

    Screenshot of an example collaboration feature. These are used to:
Transcribe, summarize, and capture action items with AI Companion from your in-person meetings.
Improve visibility and alignment by sharing emails to chats
Elevate a chat to a meeting or phone call to get to resolution faster. 
Continue meeting conversations and easily access shared information in Team Chat.Screenshot of an example of Zoom's productivity features. These features are used to:
Improve productivity across teams, locations, and time zones.
Organize project deliverables and assets in a centralized, collaborative doc.
Collaborate and map out projects visually on a whiteboard.
Jumpstart brainstorming sessions using AI and templates.
Gather valuable team input for well-informed decision-making with surveys and polls.
Stay on top of action items surfaced from across Zoom Workplace.Screenshot of some additional collaboration features. These are used to:
Optimize office experiences and in-person time.
Make sure remote participants feel connected with what is going on in the room.
Collaborate across remote and in-person teams on a virtual whiteboard.
Easily know and identify who is in the room and who is speaking in a Zoom Room with smart name tags and smart speaker tags.Screenshot of an example of Zoom's AI companion. This feature is used to streamline communications, improve productivity, increase employee engagement, and optimize flexible work.Screenshot of additional AI Companion features. The tools is also used to:
Launch internal campaigns.
Deliver visually rich updates with live streams, billboards, and videos.
Ensure critical comms are never missed with read receipts.
Send updates to deskless workers with Workvivo TV and Chat.