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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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Recent Reviews

Why I Miss Sage CRM

6 out of 10
October 06, 2015
Incentivized
We no longer use Sage CRM but previously we used it as our client relations management system. It was used across the whole organization. …
Continue reading
Read all reviews

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

View all 31 features
  • Customer data management / contact management (17)
    9.0
    90%
  • Opportunity management (17)
    8.9
    89%
  • Customizable reports (17)
    8.7
    87%
  • Territory management (17)
    8.5
    85%
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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 7.6

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 7.5
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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 300
  • Mailchimp
  • Microsoft Outlook
  • https://community.sagecrm.com/add_on_store/default.aspx

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

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Reviews and Ratings

(75)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
October 02, 2015

Sage CRM: Simple and adequate...

Verified User
Administrator in Information Technology
Environmental Services Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.

For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Sage CRM Feature Ratings
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
30%
3.0
Quote & order management
80%
8.0
Interaction tracking
100%
10.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (1)
80%
8.0
Case management
80%
8.0
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
50%
5.0
Task management
90%
9.0
Reporting
10%
1.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
20%
2.0
Customization (3)
80%
8.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
40%
4.0
Security (2)
60%
6.0
Role-based user permissions
60%
6.0
Single sign-on capability
60%
6.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
Return on Investment
  • Lead and opportunity generation is simple and efficient
  • Trying to connect it to Sage 100 caused massive issues which wiped out contacts. We decided afterwards never to link them up again even if Sage claimed they "fixed" the issues.
  • Tracking current opportunities and having weekly meetings around those using the CRM has increased focus on the leads/opportunities.
Alternatives Considered
Users and Roles
Mostly sales related along with some managers and the owner to keep an eye on what is going on throughout the company.
Support Headcount Required
1
Basic understanding and knowledge of software. SQL and crystal knowledge is a plus. The custom additions can be learned rather simply however the interface to do so is not the most pleasant in the world.
Business Processes Supported
  • Lead generation
  • Opportunity review and progress
  • Repository for all company and contact information.
Innovative Uses
  • Export all data for various email campaigns or advance graphs/forecasting
Future Planned Uses
  • Better mobile support for remote users and sales persons.
Likelihood to Renew
5
Might look into alternatives simply to see what is out there. We are upgrading our hardware and software (sql) so we plan to review.
Implementation Details / Implementation Partner
  • Implemented in-house
  • Professional services company
SWK Technologies.
Implementation Phases
No
Implementation Issues
  • Some minor "errors" generated by sql on some pages. Resolved as the index rebuilt itself.
Implementation Rating
8
The implementation and upgrades were rather quick and straight forward.

Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Training Types Used
  • In-person training
  • Self-taught
In-Person Training
7
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Ease of Sage CRM Training
Rather straight forward, nothing overly complicated outside of the behind the scene things which IT would deal with.
Easy Tasks
  • Find/search function
  • View all leads/opps throughout the various teams we have.
  • Tracking communications between company and customers.
Difficult Tasks
  • The customization part is rather ugly to look at. Tracking down what each screen is called and what fields they contain can be a bit annoying when want to add new fields to various screens.
  • Custom reports are lacking and difficult to use. Better to use crystal reports and tie in using sql.
Mobile Interface Availability and Impressions
Yes, but I don't use it
Usability
7
It does its job. Missing a few things here and there that can be remedied with outside add-ons.
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