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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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Recent Reviews

Why I Miss Sage CRM

6 out of 10
October 06, 2015
Incentivized
We no longer use Sage CRM but previously we used it as our client relations management system. It was used across the whole organization. …
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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

Popular Features

View all 31 features
  • Customer data management / contact management (17)
    9.0
    90%
  • Opportunity management (17)
    8.9
    89%
  • Customizable reports (17)
    8.7
    87%
  • Territory management (17)
    8.5
    85%
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Pricing

View all pricing

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 7.5

Marketing Automation

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

8.7
Avg 7.5

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 7.6

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 7.2

Integrations with 3rd-party Software

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

9
Avg 7.1

Platform

7.8
Avg 7.5
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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 300
  • Mailchimp
  • Microsoft Outlook
  • https://community.sagecrm.com/add_on_store/default.aspx

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

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 Mid-sized Companies (51-1,000 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 and Ratings

(75)

Attribute Ratings

Reviews

(1-17 of 17)
Companies can't remove reviews or game the system. Here's why
Francisco Martinez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified 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 handles most of the basic functions such as human resource management, payroll, and distribution. has also made great improvements in the update process
  • The system uses SQL as a back-end
  • so using third-party reporting tools is a snap. Payroll, accounts payable
  • has cleaned up much of the double data entry you had to do when using a system
  • offers a wealth of features such as reporting and analysis that serve as forecasting tools and to control
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using Sage CRM from last 3 years. Before this we were storing all data on our inbuilt CRM hosted on locally based servers. By using Sage CRM we can now build strong customer relationships. We have increased the productivity of the sales, marketing, and customer team. We can reduce costs by using it and can have a complete view of customers. It is easy to use and quick to implement. The best part is that it is very user friendly and reports about team can be generated easily.
  • Reporting - We can now generate real time reports of the leads. Plus we can also have a look at our team performance easily.
  • Access - Sage CRM can be accessed from anywhere in the world since it is based on cloud.
  • Productivity - Productivity has really increased since we started using the CRM.
  • Sales & Marketing teams now work together since all have access to the data using the CRM.
  • Support - Support is really slow and sometimes it takes days to resolve a query
  • Updates - Updates needs to be more frequent. Software and security upgrades needs to be more frequent.
  • Training - The product is user friendly but Sage team should conduct trainings for new features every 6 months.
Couple of scenarios where Sage worked really well for us. Earlier we used to have servers locally based and we were have accessibility issues when employee travels to another locations. Plus the software used to lag a bit. Both of these issues were resolved by using Sage CRM. Secondly it was really difficult to train a new team member on using the old CRM. This is very user friendly and the dashboards are in such a way that a new person can also use it very easily.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sage CRM is simple and easy to use. We have been using it for many years and it performs outstandingly. Sage CRM provides a tutorial as well as a real-time feedback tool for easy understanding of the CRM. As a CRM user, I really like that it synchronizes with other platforms like MailChimp very easily. Inbound leads and outbound leads can both be managed without duplication and this tool gives the scores to each lead according to their performance which is pre-defined, which is useful for our sales team.
  • The best aspect of Sage CRM that I like is how well it integrates with other platforms, saving me a tremendous amount of time. With Sage CRM, I can maximize the use of this platform, which is my favorite aspect.
  • Detailed reports can be achieved to make it easier to analyze and analyze later on.
  • The product uses artificial intelligence to analyze and predict customer behavior and take important business decisions in order to better target them.
  • Its basic version does not support mobile devices, and for its basic version it stores data on third-party cloud, which is usually public or hybrid cloud, which can pose security concerns. It is also quite a heavy app, and its basic version isn't available on mobile.
  • The user interface of the CRM product could be much better when compared to its competitors. Modules like the export feature in the billing module should be expanded to import robust Excel files to make them even more useful.
I can recommend this for any organization that wants a good CRM solution this is a perfect one.
Score 10 out of 10
Vetted Review
Verified 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 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.
  • 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.
  • 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.
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.
Kari-Ann B. Ryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
  • Sage CRM offers a full set of features such as case management, marketing campaigns, sales process workflows, plus more for an organization to access and utilize while working with their clients. These are not always "included" in all the competitive products out there as they are in Sage CRM. These features can be game changers in working with leads, prospects or clients in taking customer service to the next level.
  • There are multiple ways to sift through and gather groupings of companies or people within the Sage CRM database. You can use the Find function (search), Reports and Groups. Not only does this put the groupings in one place but it then allows you to do multiple things with them. You can group email, analyze, export, review, assign tasks, and so much more. Not only are these capabilities easy to use and execute but they are also trackable and reportable.
  • For the on-premise version of Sage CRM there is the capability to integrate with many of the Sage ERP products. When these two solutions work together there is a seamless two way integration. This saves companies a lot of money and time. Money is saved on user licenses as you can differentiate certain users to just be in the CRM side versus the ERP side or both. Time is saved as Sales and other non ERP users will have real time information on their clients information, order history, account information, and capabilities to create quotes and place orders.
  • Sage CRM, just like any software product, is reliant on outside factors. Sometimes all the pieces do not work together in ways they are supposed to due to versions, updates or other. For example. Outlook integration with Sage CRM is a great feature of the product but not always reliable. Sometimes it completely shuts down and needs to be reinstalled. Sometimes the capabilities are limited based on the versions you are trying to sync. I wish the integration was more consistent.
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.
Anthony Reyes | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
I use Sage CRM for support call logging at CBS Inc. and I find it to be slow at times and inaccurate when using the insert note function. Sometimes it will log me out at random. Sage CRM is not very stable when [I am] using it for fast paced support call logging.
  • Integration into accounting
  • Custom workflow
  • Custom dashboards
  • Integration into Confluence
  • Integration into HipChat
  • Statistic reporting
Sage CRM is well suited for sales leads but not as well suited for a support call logging.
Monroe Singh ☁ | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • 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.
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.
October 06, 2015

Why I Miss Sage CRM

Score 6 out of 10
Vetted Review
Verified User
Incentivized
We no longer use Sage CRM but previously we used it as our client relations management system. It was used across the whole organization. This system allowed us to keep track of all our clients, potential clients, interactions with these accounts and contacts thought email, notes, to-dos, phone calls and meetings. It also allowed us to keep track of projects with clients. For my role specifically, Sage CRM allowed me to pull key reporting data required by stakeholders.
  • User friendly interface, upon moving to our new system this is the number 1 missed feature
  • Highly customizable to your company's needs
  • Reporting/Groups are easy to understand and flow in a logical direction
  • Backend of Sage CRM can be difficult to comprehend and it is always easiest in terms of changing.
  • Limited in dashboards.
  • Can not customize on own, must hire outside services.
If you require web based this would not be suited to your needs. Though I did not have the cloud version.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • 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.
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.
Luis Brea | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I had the chance to implement Sage CRM from scratch for a company I used to work for in the past. I didn’t have any previous know-how in Sage CRM, so it was a challenge for me, but also a very rewarding experience. The application is very user friendly, very intuitive, so anyone with no previous knowledge in the tool can easily deploy it and customize it, with a little help of the IT department in order to setup the application and the dB on the designated server. Of course, it is recommended that the CRM administrator should have a proper understanding of the sales, marketing and support processes in his/her own company. Clear concepts and well defined processes led me to a clean implementation in less than two months. The application has a good out of the box basic configuration that may allow starting working as soon as possible, provided that basic parameters has been properly defined, such as global and local settings, sales territories, company profile and users security levels. However, 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. Standard reports are useful, and creating new reports from existing ones was really helpful. All reports could be exported to different formats, especially to MS Excel for further data manipulation and analysis. Reports could also be exported and printed as PDF’s in its original screen format.

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.

  • Sales Quote
  • Opportunity management, pipeline and foreacasting
  • Product list
  • Reports configuration
  • Integration with MS Outlook was not that great at the time
  • Support from Sales Channels (sales distributors)
  • Multi pricing - selecting different price lists (Incoterms) and multicurrency (online currency rates exchanges)
  • Onsite training and certification on the application
It is well suited for small and medium companies, mainly for domestic operations with no overseas operations or subsidiaries.
Tim Anderson | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
  • Offers on premise solution and is fairly easy to extend out. This is a key for us as we have many custom databases to link. At the time we made the decision we needed the ability to link to stored documents on our local network shares.
  • At the basic is it a fairly decent CRM.
  • User interface and Experience is outdated by todays standards. Little to no use of AJAX or any web refreshing standards. Requires users to leave and reload pages.
  • Sage as a company is very tight lipped with information forcing users to only be supported by resellers. With such a small reseller community in the US, gaining information requires a lot of networking with people to find scraps of information.
  • No encouragement for information sharing.
  • Database tables are inconsistent in handling of data between entities.
  • Outlook plugins are buggy. Exchange integration when attempted during version 6 left my IT staff with battle scars.
  • Focus from SageCRM is toward managing Companies but not as strong at managing People/Individuals.
Give it a very deep look but try to picture yourself supporting this with a reseller relationship. In our case our reseller went under and was sold. We've been attempting to self support and grow but Sage as a company does not support a community of self running people. At the end of the day when the product has been delivered, it is up to your company or reseller to support this product. You will need to dig around the database/sql in order to keep it running.
Danny Estrada | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
We sell and implement Sage CRM to help organizations manage any customer facing and operational goals as it relates to the execution of marketing, sales and service job functions. In helping those organizations we have found that Sage CRM can be an excellent tool not just to provide infrastructure for meeting company goals but to help with the execution of process execution as well. Well over half of our Sage CRM customers are using the tool in all facets of their business and most of those organizations have also found benefit from integrating other technologies to manage their customer experiences and provide meaningful customer engagements. Integration includes marketing automation, ERP and order fulfillment as well as project management and billing systems.
  • Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
  • The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
  • Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Sage CRM is well suited horizontally across the business marketplace. The product is easy to install, works across all browsers and mobile devices, and is easily configurable and customizable in a way that is upgrade safe. In particular, Sage CRM is a great system for emerging businesses that are growing quickly as the system can be configured quickly for a team of people and scales to hundreds of users easily. Lastly, Sage CRM integrates quite well with other systems and there are many examples of significant ERP integration (especially Sage ERP products) that would be costly using other CRM technologies.
July 14, 2014

Twisted Insight

Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is being used for internal management of sales, opportunities, and leads.
  • 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
  • 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.
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.
Jay Lentz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
It is being used across the organization, for managing clients, relationships, vendors, leads, proposals and sales.
  • Captures the complete detail of a person or company
  • Allows for Data to be manipulated at any level. Canned processes and workflows to accurately control processes.
  • Customer service cases allow for a complete view, communications and flexibility.
  • Broader integration to Sage 100
Suitability depends on the size of the user base, integration needs, module requirements, and configuration needs.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CRM is used by the Business Development Department. It does not address any business problems.
  • Reporting
  • Import emails via Outlook
  • Database
  • Pipeline
  • Rapidity
Some things to consider are: Do you manage a lot of client accounts? Do you have a large customer service team?
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have prospective and current customers throughout the world and Sage CRM allows us to instantly see their relevant contact information, we track how frequently we contact them, what they have previously purchased and how interested they are in furthering their business with us in the future. The interface is very straightforward to pick up and use on a daily basis from our more novice users to the more advanced. It is used primarily in the sales and marketing divisions at our company.
  • Tracking customer interaction
  • Looking up all contact information about a customer
  • Keeping track of a user's sales funnel
  • Lack of social media integration
  • Smaller feature sets limit some of the application usage for smaller companies
After using three of four of the top CRM platforms, I look for ease of use first and foremost. I see so many remote users who simply cannot or will not use a product due to it being too complicated to enter in every touchpoint or request for information or even customer contact information because its too slow, too many clicks, whatever. Sage CRM does a fine job in that area and is one of the reasons I enjoy using it more than other CRM platforms.
Brandon Church | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Great tool for lead funnel management.
  • SageCRM is easy to customize if you have the right development partner.
  • Easy to add user modifications and new data fields.
  • SageCRM needs to integrate better to Social Media tools.
  • SageCRM needs an app store and more out of the box modules.
  • It would be nice if it was easier to navigate the data, sometimes you have to make unnecessary clicks to find information.
The colleague should make a list of what functionality they are looking to get out of the product. After they have come up the list they should compare it to the feature set of SageCRM and see if there is a match. They should also rate the features by importance and compare it to other CRM software.
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