Sage CRM is a CRM platform offered in both online and on-premise editions for small and mid-sized businesses. In conjunction with Sage ERP X3, Sage CRM can also be a solution for enterprise companies. Sage also offers accounting, ERP, HR, payroll, construction, and other software products. The company was founded in 1981, went public in 1989, and is headquartered in the UK.
Sage CRM customers include Fuji Xerox, Australian Grand Prix, IFS School of Finance, and Avis.
|Employees (per LinkedIn):||8,279 (entire company)|
|Pricing:||$45 per user per month for Professional edition; Contact vendor for on-premise pricing|
|Best Fit For:||
|Rating Attribute||Sage CRM||# of Reviewers Contributing to Rating Average||CRM Category Average|
|Likelihood to recommend||8.3||14||7.9|
|Likelihood to renew||7.9||9||8.3|
|Sage CRM Pros||Sage CRM Cons|
Users like the workflow functionality, which can help streamline and control business processes. In particular, users like the search/find function, as well as the ability to take certain actions straight from a dashboard.
|Integration with Outlook
The integration with Microsoft Outlook can be buggy and unreliable.
|Ease of use
The interface is intuitive and user-friendly. Aside from a few ideas to improve navigation, users like the UI.
|Social media integration
Users would like to see the software integrate with social media channels.
Users say Sage CRM is affordable.
“I recommend you ask details about the best deployment options for you. I would always ask questions relevent to how you currently do things and run your business to see what fits or might need to be customized to fit the solution. If important, ask about integration into other software you currently use. When integrated, the software becomes even more valuable to the organization.”—
Marketing Director at WAC Consulting Group
“I think you need to think about who is going to be using this system, how they will be using this system, and what the end user and the people buying the system are expecting to get out of it. I feel if there is a clear, defined, documented process, it would serve the purchaser well to be sure this system can do exactly what they want it to do, can be altered if needed, the costs associated with that process, timelines, and compatibility with other systems.”—
Services company with 1001-5000 employees
“To take advantage of all the features and benefits of the CRM, it is advisable to customize the tool and add new fields, workflows and templates to begin with, as well as to set up the product list. Sage has a very good help guide to learn from on how to do and customize the application, as well as how to manage users and data, and how to build and develop reports and dashboards.”—
Sales Systems Manager at Bupa Worldwide
“After using three of four of the top CRM platforms, I look for ease of use first and foremost.”—
Devices company with 51-200 employees
Sage CRM makes it as easy as possible to manage customer relationships on social media. You can:
- Provide better customer service by monitoring what customers are saying on Twitter
- Generate leads by searching for prospects on LinkedIn
- Gain business insight through customer research on Facebook
For more information about Sage CRM, visit our website and sign up for a trial today.