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
(1-16 of 16)- 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
My Experience about Sage CRM
- 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.
Sage, its 100% worth a try!
- 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.
- Sage doesn't have the best backend when it comes to communicating within the platform, our goal would be to solely work in the crm and not utilize as many plugins.
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.
- 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.
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.
Improved sales performance with Sage CRM
- Integration to our accounting system allowing sales to view accounting info and accounting to view sales info.
- Integration to other applications. We have been able to integrate CRM to our marketing and support apps to create a 360 view of information about our customers in one place.
- Workflow. CRM has allowed us to create workflow around our key business processes.
- Reporting and Dashboards. CRM has great reporting and dashboard capabilities giving us visibility into performance quickly and efficiently.
- Interface is getting better but some areas need improvement still. Needs to be modernized.
- Better integration to other applications from the cloud version.
- Screen size could improve, sometimes need to scroll a bit much.
Sage CRM Connects the Pieces
- 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.
Diverse Consultant's Review of SageCRM Implementation
- 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.
Why I Miss Sage CRM
- 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.
Easy peasy
- Layout, it is very easy to see the whole picture
- Workflow, not only for individual contacts, but on the aggregate too, where in the pipeline are we with everything
- Timeline in communication, critical in negotiations.
- Make it easier to link related contacts
- Dialing function, so that software dials the number and automatically records date and time of call
- Interact with Thunderbird mail.
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.
- 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
Rollercoast of SageCRM over the years
- 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.
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.
- SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
- Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
- Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
- Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
- Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
- In my view, there is no such thing as perfect software, it is always evolving and one area which I think would have been useful is the addition of a Contract Entity. Having said that, when needed it is actually once scoped quite a straight forward addition.
- More third party integration focus is needed, although there is now email marketing integration with Swiftpage, at long last, MailChimp integration is now going to be available in the next release (SAGE CRM 7.3) and this will open up more opportunities. Continuing on this theme, further integration options are needed still in my view
- The Look and Feel of SAGE CRM could do with a refresh, although this is coming, this is double edged sword, since the look hasn't changed since 2004, this has meant it is easy to train on (you can do themes) and users don't get confused with upgrades. Like all software, you need to have a contemporary design feel to help users, for example pencil icons used now for edit and gear icons for changes
Honest Sage CRM Critique from a Seasoned CRM Expert
- 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.
Twisted Insight
- 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.
My Sage CRM Experience
- Reporting
- Import emails via Outlook
- Database
- Pipeline
- Rapidity
Ease of use makes Sage CRM a smart choice.
- 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