I like the focus on keeping good accounting records at all times
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 …
Starting at $33 per month
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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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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
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
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
Features
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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 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
| 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
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
March 22, 2022
My Experience about Sage CRM
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.
March 21, 2022
Improving our sales with Sage CRM
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 customers, and we were able to launch it not only by email, but also through our social networks, capturing more customers.
- It has the integration to different social networks such as Twitter, Facebook and LinkedIn, helping us to find potential customers in different digital media.
- It allows us to store a large database of all our potential customers and current customers and shows a history of the relationship with the customer, to improve the commercial treatment towards them.
- It has a mobile application that I can access at any time and I can attend my clients no matter if I am out of the office.
- It is a pretty good and useful software, as long as it works together with integrations with other accounting and email software, but it would be ideal if they already come with those functions.
- The fact that each module or function has an additional cost, greatly limits its use.
- It is quite heavy to load each requested information and to open the tools and functions.
March 15, 2022
Good customization, Excellent integration with Sage 100
We were having trouble keeping a centralized database of customer information. Our previous CRM solution no longer had support for our operating system and we started looking for a new one. We needed a way to store documents, sync orders with our ERP system, record communications, and create dashboards for our salespeople and managers.
- Integrates tightly with Sage 100 ERP.
- Easily customizable, most of the UI is javascript and PHP.
- Is a multi platform being a web based CRM.
- Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
- Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
- Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
October 02, 2015
Sage CRM: Simple and adequate...
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.
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.
January 30, 2015
Honest Sage CRM Critique from a Seasoned CRM Expert
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.
July 18, 2014
Sage CRM
All sales associates and their assistants are using this product.
- Opportunity tracking for pipeline reporting
- Email logging and call tracking
- Interaction with Outlook is average
- Difficult to access from outside of the office or on mobile devices.