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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

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 7.6

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 7.6

Customization

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

8.6
Avg 7.5

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 7.2

Platform

7.8
Avg 7.3
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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 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

View all alternatives
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Reviews From Top Reviewers

View all reviews
(1-5 of 16)

Why I Miss Sage CRM

Rating: 6 out of 10
Incentivized
October 06, 2015
Verified User
Analyst in Information Technology
Management Consulting Company, 11-50 employees
Vetted Review
Verified User
Sage CRM
5 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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
Cons
  • 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.
Likelihood to Recommend
If you require web based this would not be suited to your needs. Though I did not have the cloud version.

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.

Improved sales performance with Sage CRM

Rating: 9 out of 10
Incentivized
December 05, 2017
GM
Glen Mund
Executive Account Manager
BAASS Business Solutions (Computer Software, 51-200 employees)
Vetted Review
Verified User
Sage CRM
15 years of experience
View profile
Use Cases and Deployment Scope
Sage CRM is used across our entire organization. We use it for opportunity and lead management in our sales department. We use it for collections tracking in our accounting department, scheduling across the organization but primarily for our service delivery department, we also have modified CRM to assist with Project Management in our service delivery department. We also use Sage CRM in our support/customer care department for logging and tracking of issues/cases. Our marketing department uses it for the creation of lists and the maintenance of our customer database.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
Sage CRM is very well suited to organizations using Sage accounting products like Sage 300C and Sage X3. There are many industries like NFPs that have vertical products for Donor management and fundraising. Sage CRM can be modified to accommodate these requirements but there are industry vertical solutions that are great out of the box.

A review of how SAGE CRM is still relevent and up to date after 10 years in operation

Rating: 9 out of 10
February 07, 2015
GP
Gary Perkins
Director
Marketing Answers & Solutions Limited (Information Technology and Services, 1-10 employees)
Vetted Review
Reseller
Sage CRM
10 years of experience
View profile
Use Cases and Deployment Scope
We became engaged with SAGE CRM in 2004, so now been using it for 11 years. Whilst we have used and demonstrated and recommended on for Sales and Marketing, our initial usage for ourselves focussed around the powerful Help Desk or Case Management features and this was introduced to fill a hole in our existing CRM system at the time which didn't have any case management functionality.
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.
Pros
  • 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
Cons
  • 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
Likelihood to Recommend
Having spent a long time now in the software industry, there is no one size fits all I have learnt, but having said that, SAGE CRM is a very adaptable and easily customised product that it can fit in a variety of situations and markets. The key in my view is ensuring that the software is a good match and sometimes the look and feel is important in gaining ownership. Sales and Marketing Departments find it easy to use as do Help Desk and it is a strong contender in many projects we are involved with.

Rollercoast of SageCRM over the years

Rating: 4 out of 10
April 13, 2015
TA
Tim Anderson
Director of IT
Ideaserved (Insurance, 51-200 employees)
Vetted Review
Verified User
Sage CRM
6 years of experience
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.
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