Overview
What is Sage CRM?
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…
An amazing product for managing sales processes
My Experience about Sage CRM
Improving our sales with Sage CRM
Sage, its 100% worth a try!
Good customization, Excellent integration with Sage 100
Green Sage wins the page
Improved sales returns and customer expansion with Sage CRM
In our accounting …
Improved sales performance with Sage CRM
Sage CRM Connects the Pieces
CRM needs work in a support call logging use
Diverse Consultant's Review of SageCRM Implementation
Why I Miss Sage CRM
Sage - The Spice of Sales
Sage CRM: Simple and adequate...
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (17)9.090%
- Opportunity management (17)8.989%
- Customizable reports (17)8.787%
- Territory management (17)8.585%
Pricing
Sage CRM (cloud)
$45
Sage CRM (on premise)
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $33 per month
Product Demos
Sage CRM v7.1 - Preparing for Data Upload
Sage 300 and Sage CRM Demo by Gail Wilson of GWA
Sage CRM - An Overview & Demo
Sage CRM v7.1 - Getting Started with Exchange Integration and Outlook
Sage CRM demo - Sage CRM is also available in the Sage 200 suite
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9Customer data management / contact management(17) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.6Workflow management(16) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.5Territory management(17) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.9Opportunity management(17) Ratings
Users can track deals and create quotes.
- 9Integration with email client (e.g., Outlook or Gmail)(16) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.5Contract management(14) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 9Quote & order management(16) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9.2Interaction tracking(16) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.7Channel / partner relationship management(16) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8Case management(16) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.2Call center management(15) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.2Help desk management(14) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.8Lead management(16) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.7Email marketing(15) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9Task management(16) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9Billing and invoicing management(15) Ratings
This includes automated invoice creation and billing.
- 9.1Reporting(13) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.7Forecasting(16) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.4Pipeline visualization(16) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.7Customizable reports(17) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.5Custom fields(17) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.5Custom objects(16) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 9Scripting environment(16) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.3API for custom integration(14) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.7Single sign-on capability(17) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.8Role-based user permissions(13) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 9.5Social data(13) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 9.3Social engagement(13) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 9.1Marketing automation(14) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 8.9Compensation management(12) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.8Mobile access(16) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Sage CRM?
Over 14,000 small and medium sized companies across the globe use Sage CRM. The vendor says Sage CRM helps users to accelerate sales, drive business productivity and make customer interactions count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and leverage mobile developments to further grow their business.
Sage ERP can be connected to Sage CRM. The vendor says this integration can yield better business insight, increased efficiencies and productivity, and a single, customer-centric view across their entire business.Sage CRM Features
- Supported: Quick To Deploy
- Supported: Easy To Use
- Supported: Configurable
- Supported: Flexible to Customize for Your Workflows
- Supported: Affordable
Sage CRM Integrations
Sage CRM Competitors
Sage CRM Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | Apple iOS, Android |
Supported Countries | 24 countries worldwide |
Supported Languages | Multi-language |
Sage CRM Downloadables
Frequently Asked Questions
Sage CRM Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 40% |
Mid-Size Companies (51-500 employees) | 50% |
Enterprises (more than 500 employees) | 10% |
Comparisons
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Reviews and Ratings
(75)Attribute Ratings
Reviews
(1-25 of 25)An amazing product for managing sales processes
My Experience about Sage CRM
Improving our sales with Sage CRM
Sage, its 100% worth a try!
Good customization, Excellent integration with Sage 100
Green Sage wins the page
Improved sales returns and customer expansion with Sage CRM
In our accounting department we use it in collections or receivables tracking not to mention how easy it makes it for us in turning quotes to invoices easily accommodating the tax element.
In customer service they use the software in logging and tracking customer related issues.
The marketing department also uses the software to maintain our clients database.
Improved sales performance with Sage CRM
CRM needs work in a support call logging use
Diverse Consultant's Review of SageCRM Implementation
Why I Miss Sage CRM
Sage - The Spice of Sales
Sage CRM: Simple and adequate...
We also use add-ons such as knowledgesync to hook into the CRM and generate reports for things such as new leads and tasks. It is mostly used by the sales and management team.
Easy peasy
My experience implementing Sage CRM
The user graphic interface is very well designed and very web oriented; it takes you to the exact screen you are looking for, and makes it easy to search, find and display the requested information. Sales quoting, Pipeline management and Forecast are easy to deploy and configure. Exporting a sales quote to a customized MS Word template was very convenient and easy to do by any user. I created different templates and mail merged all data from selected records with no problem. Also, CRM allows to collect and storage all documents and information related to a single lead, prospect or customer. Uploading reports and documents from other sources was a very quick and easy procedure that any user could do. I implemented the application on the company’s servers, so it was available through our local network. However, Sage allows online access too, with the same look and feel through a Web portal, so once the Web access was activated any user within my organization could access Sage CRM from any computer around the world. I had the chance to compare CRM Sage with other CRM in the market, and my conclusion was that Sage had the same standard features and offered pretty much the same benefits that other CRMs application from other vendors could do, at a fraction of the cost. It is a very good tool for any small and even medium size company.
Reasons For Sage CRM
Sage addresses the old problem of losing track of what took place at meetings we were in. It gives us a quick reference for what was discussed when we meet the client again.
A review of how SAGE CRM is still relevent and up to date after 10 years in operation
Since SAGE CRM is browser based, all our team can use it from home or wherever they are in the field and this has been great when working with a number of freelancers who can be assigned just the case they are working on.
Because of its workflow capabilities, we received an instant positive feedback from clients who started to receive polished formatted emails giving details of their logged case and where it is in the system. This has in my view been a key factor in improving customer satisfaction over the years. More importantly, it means that our clients are confident that their issue or request is 'in the system' and thus do not need to chase us or when and if they do, they use their Case Number to refer to.