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Sage CRM

Sage CRM

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…

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Learn from top reviewers

I like the focus on keeping good accounting records at all times

Rating: 10 out of 10
April 5, 2022
Vetted ReviewVerified User
I like the focus on keeping good accounting records at all times. Some systems have a flow of posts to the general ledger without being properly configured or reviewed. GP han...
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Francisco Martinez
Manager - Marketing
Ecommerce Manager
GANEM
Sage CRM2 years of experience

Improving our sales with Sage CRM

Rating: 9 out of 10
March 21, 2022
IncentivizedVetted ReviewVerified User
This is a very complete software that helped us to improve sales, because we were able to carry out marketing campaigns more effectively, thanks to a good segmentation of cust...
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America Castañeda
Administrative Assistant - Marketing
Division Sales and Marketing Manager
American Residential Services
Sage CRM1 year of experience

Sage, its 100% worth a try!

Rating: 8 out of 10
March 16, 2022
IncentivizedVetted ReviewVerified User
We have used Sage CRM before in the past which was very effective in regards to keeping our client interactions current as well as allowing us to all know what the last engage...
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Jeffrey Wallace
Executive - Sales
Real Estate Investor
Sacred Heart Real Estate
Sage CRM1 year of experience

Green Sage wins the page

Rating: 10 out of 10
March 15, 2022
IncentivizedVetted ReviewVerified User
Sage is the platform we use to process invoices throughout the company. We have over 40 schools and Sage makes it effortless to approve pending invoices.
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Julie Smith
Administrator - Other
Executive Center Director
Big Blue Marble Academy
Sage CRM1 year of experience

Improved sales returns and customer expansion with Sage CRM

Rating: 10 out of 10
February 23, 2021
Vetted ReviewVerified User
We use Sage CRM across our entire organization. In sales department it assist us in opportunities and lead management. In our accounting department we use it in collections o...
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Brittany Powells
Analyst - Finance and Accounting
Senior Account Supervisor
Aliance data.com
Sage CRM2 years of experience
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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

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Pricing

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Sage CRM (cloud)

$45

Cloud
Per User per Month

Sage CRM (on premise)

On Premise
Lifetime License per Seat

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
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Product Demos

Sage CRM v7.1 - Preparing for Data Upload

YouTube

Sage 300 and Sage CRM Demo by Gail Wilson of GWA

YouTube

Sage CRM - An Overview & Demo

YouTube

Sage CRM v7.1 - Getting Started with Exchange Integration and Outlook

YouTube

Sage CRM demo - Sage CRM is also available in the Sage 200 suite

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.1
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.7
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.6
Avg 7.5

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.6
Avg 7.6

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.

8.7
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

9.4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

9
Avg 7.3

Platform

7.8
Avg 7.4
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Product Details

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 TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android
Supported Countries24 countries worldwide
Supported LanguagesMulti-language

Sage CRM Downloadables

Frequently Asked Questions

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.

Sage CRM starts at $33.

Microsoft Dynamics 365, Sugar Sell (SugarCRM), and Salesforce Sales Cloud are common alternatives for Sage CRM.

Reviewers rate Social data highest, with a score of 9.5.

The most common users of Sage CRM are from Small Businesses (1-50 employees).

Sage CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)40%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-5 of 20)

My Sage CRM Experience

Rating: 10 out of 10
Incentivized
July 11, 2014
Verified User
Account Manager in Corporate
Hospitality Company, 11-50 employees
Vetted Review
Verified User
Sage CRM
8 years of experience
Use Cases and Deployment Scope
CRM is used by the Business Development Department. It does not address any business problems.
Pros
  • Reporting
  • Import emails via Outlook
  • Database
Cons
  • Pipeline
  • Rapidity
Likelihood to Recommend
Some things to consider are: Do you manage a lot of client accounts? Do you have a large customer service team?

Improved sales returns and customer expansion with Sage CRM

Rating: 10 out of 10
February 23, 2021
BP
Brittany Powells
Senior Account Supervisor
Aliance data.com (Marketing & Advertising, 1001-5000 employees)
Vetted Review
Verified User
Sage CRM
2 years of experience
Use Cases and Deployment Scope
We use Sage CRM across our entire organization. In sales department it assist us in opportunities and lead management.

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.
Pros
  • Workflow. CRM has assisted us in ensuring workflow around our key business processes.
  • Reporting and dashboard. CRM has great reporting and dashboard capabilities that allow you to visualize key business performance parameters efficiently and quickly.
  • Integration with other software. CRM integrates well with other sales and accounting applications which ensures the ability to store data in one place.
  • Integration to accounts and sales departments.
  • The software allows sales and accounts department to exchange data with ease making people in sales view accounts data and vice versa.
Cons
  • Improve on screen interface, currently there is so much screening.
  • There is great integration with other cloud versions, but tool for improvement is still there.
Likelihood to Recommend
Sage CRM is well suited for organizations already using other Sage products.
For us, CRM has been a good software to use but I always recommend you ask [about] the ability to integrate with other softwares being used in your organization.
The product is easy to use and easy to install. The product is good for medium sized companies.

Sage CRM: Simple and adequate...

Rating: 7 out of 10
Incentivized
October 02, 2015
Verified User
Administrator in Information Technology
Environmental Services Company, 11-50 employees
Vetted Review
Verified User
Sage CRM
7 years of experience
Use Cases and Deployment Scope
We use Sage CRM as our central repository for all customers we deal with in our company. As of now it contains around 9,000 customers. All leads and eventually opportunities are found and worked on.

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.
Pros
  • Rather high amount of customization when it comes to allowing your own custom fields on each screen.
  • Search/Find function is rather quick and breaks down by categories (person, company, leads, opportunities, etc).
  • Not very resource intensive when it comes to size and memory usage/sql.
  • Easy to visually see all past and current opportunities and their statuses.
Cons
  • Can only have one primary contact attached to each company. This causes quite a few issues when many of the companies we deal with have multiple primary contacts that need to be reached out to.
  • Report building is lacking and the interface to do so could use work. Better off building custom Crystal Reports than using what they provide.
  • Minor issue but no "copy" when making new users. Have to set up all the roles/permissions/settings individually.
Likelihood to Recommend
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.

Twisted Insight

Rating: 9 out of 10
Incentivized
July 14, 2014
Verified User
General Manager in Professional Services
Computer Software Company, 11-50 employees
Vetted Review
Verified User
Sage CRM
16 years of experience
Use Cases and Deployment Scope
It is being used for internal management of sales, opportunities, and leads.
Pros
  • Opportunities and lead tracking and reporting
  • Communications hub of information all employees can access to create sales, orders, and follow ups to more sales
  • Additional access to the SAGE ERP entry and inquiry functions
Cons
  • SAGE ERP access should stay for orders and inquire. Sales and CRM go hand in hand not a data entry tool.
  • Better connections with email suppliers and easier processes to send information back and forth to leads.
  • Make the enter key the same as action on the screen, setups simpler for users. Make training material for users more accessible.
Likelihood to Recommend
If the product is presented with SAGE ERP and a shipping solution, price shopping on shipping costs. For customers, complete purchase price is needed for any retail store fronts and those that ship goods from phone orders.

Diverse Consultant's Review of SageCRM Implementation

Rating: 6 out of 10
Incentivized
October 12, 2015
MS
Monroe Singh ☁
CRM Consultant
Monroe Rodriguez Singh (Computer Software, 1-10 employees)
Vetted Review
Verified User
Sage CRM
6 years of experience
Use Cases and Deployment Scope
Sage CRM was used strictly as a CRM solution for many of the clients that I consulted with. So, basically it was used for customer data collection and marketing campaign management especially with email circulation. The product modules were also used heavily for the smaller business clients. I mostly worked with smaller businesses with Sage CRM. They also had Accpac implemented as well.
Pros
  • Great value for what Sage CRM provides.
  • It provides either onpremise or cloud based options which is still important with some clients.
  • It links with ERP solutions that the client may already have especially other Sage products.
Cons
  • When compared to other products such as Salesforce it doesn't compare.
  • Sage CRM doesn't have the extensive app store that other CRM products have.
  • Implementing the on-premise version can be difficult depending on the host database.
Likelihood to Recommend
I think Sage CRM is suited very well for veteran customers of other Sage products. It is a great value for smaller businesses as opposed to other CRM products out on the market. It is very easy to use which is also something that makes it stand out amongst its competitors.
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