Skip to main content
TrustRadius
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…

Read more

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...
Continue reading
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...
Continue reading
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...
Continue reading
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.
Continue reading
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...
Continue reading
Brittany Powells
Analyst - Finance and Accounting
Senior Account Supervisor
Aliance data.com
Sage CRM2 years of experience
Log in with LinkedIn to see content from your network

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

Return to navigation

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
Return to navigation

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
Return to navigation

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 7.4
Return to navigation

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%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 6)

Honest Sage CRM Critique from a Seasoned CRM Expert

Rating: 10 out of 10
Incentivized
January 30, 2015
DE
Danny Estrada
CRM Practice Director
Net@Work (Computer Software, 201-500 employees)
Vetted Review
Reseller
Sage CRM
11 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.

Sage CRM

Rating: 7 out of 10
Incentivized
July 18, 2014
Verified User
Director in Information Technology
Real Estate Company, 51-200 employees
Vetted Review
Verified User
Sage CRM
10 years of experience
Use Cases and Deployment Scope
All sales associates and their assistants are using this product.
Pros
  • Opportunity tracking for pipeline reporting
  • Email logging and call tracking
Cons
  • Interaction with Outlook is average
  • Difficult to access from outside of the office or on mobile devices.
Likelihood to Recommend
I think it is very well suited for the SMB market or smaller sales teams within a larger organization.

My Experience about Sage CRM

Rating: 9 out of 10
Incentivized
March 22, 2022
Verified User
Manager in Information Technology
Higher Education Company, 201-500 employees
Vetted Review
Verified User
Sage CRM
2 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
I can recommend this for any organization that wants a good CRM solution this is a perfect one.

Improving our sales with Sage CRM

Rating: 9 out of 10
Incentivized
March 21, 2022
AC
America Castañeda
Division Sales and Marketing Manager
American Residential Services (Consumer Services, 5001-10,000 employees)
Vetted Review
Verified User
Sage CRM
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
This is a software that thanks to its integrations with other applications, makes it a very complete CRM for all departments. What sets it apart from the rest is that it has a very easy to use interface and everyone adapts easily to it, which generates that tasks and activities are executed more efficiently. Very good software and highly recommended.

Good customization, Excellent integration with Sage 100

Rating: 7 out of 10
Incentivized
March 15, 2022
Verified User
Engineer in Information Technology
Building Materials Company, 201-500 employees
Vetted Review
Verified User
Sage CRM
6 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
A sales department that needs access to update customer information quickly and easily, without entering the ERP system, where other customer info could be inadvertently changed. A manager who wants to see dashboards of their salespeople, an overall view of sales performance using KPI that are specified by an administrator or the manager themselves. A marketing director who wants access to the customer base to send out mailings, or e-mails. They would have the ability to create exports based on certain filters like location, revenue, industry, etc.
Return to navigation