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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. …
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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

(1-25 of 28)
Companies can't remove reviews or game the system. Here's why
April 05, 2022

I like the focus on keeping good accounting records at all times

Francisco Martinez | TrustRadius Reviewer
Francisco Martinez
Ecommerce Manager
GANEM (Market Research, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
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
March 22, 2022

An amazing product for managing sales processes

Verified User
Manager in Sales
Information Technology and Services Company, 501-1000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
March 21, 2022

Improving our sales with Sage CRM

America Castañeda | TrustRadius Reviewer
America Castañeda
Division Sales and Marketing Manager
American Residential Services (Consumer Services, 5001-10,000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
March 16, 2022

Sage, its 100% worth a try!

Jeffrey Wallace | TrustRadius Reviewer
Jeffrey Wallace
Real Estate Investor
Sacred Heart Real Estate (Real Estate, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
March 15, 2022

Good customization, Excellent integration with Sage 100

Verified User
Engineer in Information Technology
Building Materials Company, 201-500 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
February 23, 2021

Improved sales returns and customer expansion with Sage CRM

BP
Brittany Powells
Senior Account Supervisor
Aliance data.com (Marketing & Advertising, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
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.
December 05, 2017

Improved sales performance with Sage CRM

Glen Mund | TrustRadius Reviewer
Glen Mund
Executive Account Manager
BAASS Business Solutions (Computer Software, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
November 13, 2015

Sage CRM Connects the Pieces

Kari-Ann B. Ryan | TrustRadius Reviewer
Kari-Ann B. Ryan
Marketing Director
WAC Consulting Group (51-200 employees)
Score 10 out of 10
Vetted Review
Reseller
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.
October 12, 2015

Diverse Consultant's Review of SageCRM Implementation

Monroe Singh ☁ | TrustRadius Reviewer
Monroe Singh ☁
CRM Consultant
Monroe Rodriguez Singh (Computer Software, 1-10 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
October 02, 2015

Sage - The Spice of Sales

Matt Daniels | TrustRadius Reviewer
Matt Daniels
ITAD Consultant
ARCOA Group (Information Technology and Services, 51-200 employees)
Score 3 out of 10
Vetted Review
Verified User
Incentivized
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.
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
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.
April 30, 2015

Easy peasy

Verified User
Director in Professional Services
Insurance Company, 201-500 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
April 13, 2015

Rollercoast of SageCRM over the years

Tim Anderson | TrustRadius Reviewer
Tim Anderson
Director of IT
Ideaserved (Insurance, 51-200 employees)
Score 4 out of 10
Vetted Review
Verified User
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.
February 07, 2015

A review of how SAGE CRM is still relevent and up to date after 10 years in operation

Gary Perkins | TrustRadius Reviewer
Gary Perkins
Director
Marketing Answers & Solutions Limited (Information Technology and Services, 1-10 employees)
Score 9 out of 10
Vetted Review
Reseller
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.
January 30, 2015

SAGE CRM - End User Eval

Verified User
Consultant in Other
Information Technology and Services Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
January 30, 2015

Honest Sage CRM Critique from a Seasoned CRM Expert

Danny Estrada | TrustRadius Reviewer
Danny Estrada
CRM Practice Director
Net@Work (Computer Software, 201-500 employees)
Score 10 out of 10
Vetted Review
ResellerIncentivized
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.
July 14, 2014

Twisted Insight

Verified User
General Manager in Professional Services
Computer Software Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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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