Sage CRM

Overview

Recent Reviews

My Experience about Sage CRM

9 out of 10
March 22, 2022
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 …
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Why I Miss Sage CRM

6 out of 10
October 06, 2015
We no longer use Sage CRM but previously we used it as our client relations management system. It was used across the whole organization. …
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Sage CRM: Simple and adequate...

7 out of 10
October 02, 2015
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 …
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2018

Popular Features

View all 31 features

Customer data management / contact management (17)

9.1
91%

Opportunity management (17)

9.0
90%

Customizable reports (17)

8.8
88%

Territory management (17)

8.7
87%

Reviewer Pros & Cons

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Video Reviews

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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

Features Scorecard

Sales Force Automation

8.9
89%

Customer Service & Support

8.3
83%

Marketing Automation

8.9
89%

CRM Project Management

9.2
92%

CRM Reporting & Analytics

8.7
87%

Customization

8.7
87%

Security

8.8
88%

Social CRM

9.4
94%

Integrations with 3rd-party Software

9.0
90%

Platform

7.8
78%

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 Video

Visit http://video.sagecrm.com/index.php to watch Sage CRM video.

Sage CRM Downloadables

Sage CRM Integrations

Sage CRM Competitors

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%

Sage CRM Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows
Mobile ApplicationApple iOS, Android
Supported Countries24 countries worldwide
Supported LanguagesMulti-language

Comparisons

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Frequently Asked Questions

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 a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.

How much does Sage CRM cost?

Sage CRM starts at $33.

What is Sage CRM's best feature?

Reviewers rate Social data and Social engagement highest, with a score of 9.4.

Who uses Sage CRM?

The most common users of Sage CRM are from Mid-sized Companies (51-1,000 employees) and the Information Technology & Services industry.

Reviews

(1-25 of 28)
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Francisco Martinez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
Score 9 out of 10
Vetted Review
Verified User
Review Source
Couple of scenarios where Sage worked really well for us. Earlier we used to have servers locally based and we were have accessibility issues when employee travels to another locations. Plus the software used to lag a bit. Both of these issues were resolved by using Sage CRM. Secondly it was really difficult to train a new team member on using the old CRM. This is very user friendly and the dashboards are in such a way that a new person can also use it very easily.
America Castañeda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Jeffrey Wallace | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our company is 100% remote so onboarding remote employees has been fairly easy as the CRM is very intuitive. I can easily log into Sage CRM and see my team members activities, know where they have left off with clients and in turn where I should pick the conversation up with the client. Overall the experience has been great however the expense ( monthly packages ) were over our budget.
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Sage CRM is well suited for organizations already using other Sage products.
For us, CRM has been a good software to use but I always recommend you ask [about] the ability to integrate with other softwares being used in your organization.
The product is easy to use and easy to install. The product is good for medium sized companies.
Glen Mund | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Kari-Ann B. Ryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source
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.
Monroe Singh ☁ | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
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.
Matt Daniels | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source
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.
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
April 30, 2015

Easy peasy

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Tim Anderson | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
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.
Gary Perkins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source
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.
January 30, 2015

SAGE CRM - End User Eval

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Danny Estrada | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source
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.
July 14, 2014

Twisted Insight

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.