Sage CRM Reviews

51 Ratings
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Score 7.5 out of 100

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Glen Mund | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
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Kari-Ann B. Ryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

Likelihood to Recommend

I recommend you ask details about the best deployment options for you. I would always ask questions relevent to how you currently do things and run your business to see what fits or might need to be customized to fit the solution. If important, ask about integration into other software you currently use. When integrated, the software becomes even more valuable to the organization.
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Monroe Singh ☁ | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

I think Sage CRM is suited very well for veteran customers of other Sage products. It is a great value for smaller businesses as opposed to other CRM products out on the market. It is very easy to use which is also something that makes it stand out amongst its competitors.
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Matt Daniels | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

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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Gary Perkins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source

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.
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Danny Estrada | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

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.
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Tim Anderson | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source

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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Brandon Church | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

The colleague should make a list of what functionality they are looking to get out of the product. After they have come up the list they should compare it to the feature set of SageCRM and see if there is a match. They should also rate the features by importance and compare it to other CRM software.
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Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

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.
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Anonymous | TrustRadius Reviewer
October 06, 2015

Why I Miss Sage CRM

Score 6 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

If you require web based this would not be suited to your needs. Though I did not have the cloud version.
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Anonymous | TrustRadius Reviewer
April 29, 2015

Easy peasy

Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It all depends on the type of organization, what one is wanting to track and the knowledge one has with CRM in general. Compared to Salesforce, e.g., Sage CRM has a much easier and logical layout, the overview is much better and it is easier to learn. I cannot speak about capabilities in total, but for my purposes Sage CRM rules.
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Anonymous | TrustRadius Reviewer
April 29, 2015

Reasons For Sage CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Like stated previously, it is well suited for organizing your contacts and relevant information for each one.
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Anonymous | TrustRadius Reviewer
January 30, 2015

SAGE CRM - End User Eval

Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

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.
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Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

After using three of four of the top CRM platforms, I look for ease of use first and foremost. I see so many remote users who simply cannot or will not use a product due to it being too complicated to enter in every touchpoint or request for information or even customer contact information because its too slow, too many clicks, whatever. Sage CRM does a fine job in that area and is one of the reasons I enjoy using it more than other CRM platforms.
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Anonymous | TrustRadius Reviewer
July 18, 2014

Sage CRM

Score 7 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

I think it is very well suited for the SMB market or smaller sales teams within a larger organization.
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Anonymous | TrustRadius Reviewer
July 14, 2014

Twisted Insight

Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

If the product is presented with SAGE ERP and a shipping solution, price shopping on shipping costs. For customers, complete purchase price is needed for any retail store fronts and those that ship goods from phone orders.
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Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Some things to consider are: Do you manage a lot of client accounts? Do you have a large customer service team?
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Feature Scorecard Summary

Customer data management / contact management (10)
10.0
Workflow management (9)
10.0
Territory management (10)
10.0
Opportunity management (10)
10.0
Integration with email client (e.g., Outlook or Gmail) (9)
10.0
Contract management (7)
5.6
Quote & order management (9)
10.0
Interaction tracking (9)
10.0
Channel / partner relationship management (9)
10.0
Case management (9)
10.0
Call center management (8)
10.0
Help desk management (8)
10.0
Lead management (9)
10.0
Email marketing (8)
10.0
Task management (9)
10.0
Billing and invoicing management (7)
10.0
Reporting (6)
10.0
Forecasting (9)
10.0
Pipeline visualization (9)
10.0
Customizable reports (10)
10.0
Custom fields (10)
10.0
Custom objects (9)
10.0
Scripting environment (9)
10.0
API for custom integration (8)
10.0
Single sign-on capability (10)
10.0
Role-based user permissions (6)
10.0
Social data (8)
10.0
Social engagement (8)
10.0
Marketing automation (8)
10.0
Compensation management (6)
10.0
Mobile access (9)
10.0

About 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

Has featureQuick To Deploy
Has featureEasy To Use
Has featureConfigurable
Has featureFlexible to Customize for Your Workflows
Has featureAffordable

Sage CRM Integrations

Sage 300cloud (formerly Sage 300 ERP), Mailchimp, Microsoft Outlook, https://community.sagecrm.com/add_on_store/default.aspx

Sage CRM Competitors

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
On-premise EditionPricing DetailsTerms
Sage CRM (on premise)Lifetime License per Seat
SaaS EditionPricing DetailsTerms
Sage CRM (cloud)$45Per User per Month

Tiered pricing is available for multiple users.

Sage CRM Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
40%
Mid-Size Companies (51-500 employees)
50%
Enterprises (> 500 employees)
10%

Sage CRM Support Options

 Free VersionPaid Version
Email
Forum/Community
FAQ/Knowledgebase
Phone
Live Chat

Sage CRM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows
Mobile Application:Apple iOS, Android
Supported Countries:24 countries worldwide
Supported Languages: Multi-language