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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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Learn from top reviewers

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

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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 7.3

Platform

7.8
Avg 7.4
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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 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

View all alternatives
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Reviews From Top Reviewers

(1-5 of 22)

SAGE CRM - End User Eval

Rating: 9 out of 10
January 30, 2015
Vetted Review
Verified User
Sage CRM
2 years of experience
We use this product to track employees and it's used in conjunction with our HRIS system. Sage CRM allows us to track engagements our consultants are assigned to and it provides the history. It also allows us to house all of our client information, who the sales reps are, who the internal contact is for the account, what practice the consultant is part of, who the Practice Director is, who their supervisor is, etc. HR, IS, Contracts, Recruiting, PD's, Resources Managers, and possibly others use this system. It allows us to keep as much information available in one place on a user friendly, company wide, accessible system.
  • In my prior job with my current company, we used Sage CRM to create offer letters and send them directly from this system. It was quick and easy because their contact information was there and accessible..
  • Also in my prior job I was tasked with working with out employees/consultants on leaves of absence. IN addition to tracking in our HRIS system, we also used this system since it's internally accessible to managers and others outside of HR. It was a very quick and easy process to update Sage CRM to reflect someone being out on LOA. It was just a quick to change them back when they returned.
  • In working on employee situations, we are able access the work history portion on this system so we could see how long the employee was engaged with past clients, we easily located the supervisor, the sale rep and others we need to work with to complete the investigation process. It's all there, easy to access.
  • I find SAGE CRM to be very user friendly. I'm not very technically savvy and this system was not intimidating for me to use.
Cons
  • One thing I wish SAGE CRM could do functionally is to be better able to move around between the tabs. There are occasions where it's difficult to "go back" because it only goes back to far, or you have to exit the system and go back into the record. It can be annoying depending on what you are working on but it doesn't alter my feelings on the ease of using this system.
  • It would also improve the functionality if the user was able to back out of the email option when working in the system. By this I mean, if I accidentally click on the email address of the employee when working in the file, I have to exit the record and get back into it to clear that function out. This was more of an issue when I was doing offers from this system.
I was not part of the building process but have been with other systems. I think you need to think about who is going to be using this system, how they will be using this system, and what the end user and the people buying the system are expecting to get out of it. I feel if there is a clear, defined, documented process, it would serve the purchaser well to be sure this system can do exactly what they want it to do, can be altered if needed, the costs associated with that process, timelines, and compatibility with other systems. It's also a great system for pulling reports for various things.

Rollercoast of SageCRM over the years

Rating: 4 out of 10
April 13, 2015
TA
Vetted Review
Verified User
Sage CRM
6 years of experience
  • 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.
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.

Honest Sage CRM Critique from a Seasoned CRM Expert

Rating: 10 out of 10
January 30, 2015
DE
Vetted Review
Sage CRM
11 years of experience
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.
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.
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.

My Experience about Sage CRM

Rating: 9 out of 10
March 22, 2022
Vetted Review
Verified User
Sage CRM
2 years of experience
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.
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.
I can recommend this for any organization that wants a good CRM solution this is a perfect one.

Sage - The Spice of Sales

Rating: 3 out of 10
October 02, 2015
MD
Vetted Review
Verified User
Sage CRM
2 years of experience
We use Sage CRM for our sales team, as a lead and sales tracker and for our email marketing. It's only used by our sales team. Our management team used to use it for activity tracking but we have since moved over to a different CRM for that as well as our sales tracking.
  • Lead tracking. Sage CRM does a great job of helping salespeople keep track of their prospects, if the salesperson uses it correctly and keeps it up.
  • Email Blasts. Our marketing team has used it since day one to send email blasts to all of our customers and prospects.
  • Support. We have had an ACT rep come to our facility a few times to help walk us through updates and new services.
  • Customization. The user database can be customized.
Cons
  • I think overall user friendliness is one of these areas. When I started with my company I was new to Sage CRM and coming from Salesforce. Salesforce was a lot easier to learn.
  • New functions. Our management team has reviewed other CRM's that have capabilities that far exceed ACT.
  • Customer Support. While I mentioned this as a strength, it's also a weakness for Sage. We have gone days without being able to get problems resolved in the past.
  • The fact that we have to use Outlook to link the emails we send to customers to their account. My whole sales team prefers to use the gmail interface.
I think if it's managed well by a sales team, it can be a great tool - if that sales team is also willing to put in the time to learn to use all of the functions. I think if you are looking at Sage CRM, you should ask for a full walk through to see if it's something that you really think you can manage, it's definitely not user friendly for salespeople who lack in tech knowledge.
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