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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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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 7.5

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 7.1

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 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

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Reviews and Ratings

(76)

Attribute Ratings

Reviews

(1-25 of 28)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Firstly the productivity jumped as the reporting was very accurate.
  • Secondly follow-ups with the clients are now regular which helped to increase the number of leads.
  • Thirdly accessibility to the CRM in any region also helped us a lot in increasing revenue.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • This platform provides wonderful insights into marketing performance in real-time and I would recommend it to others. and it improves our productivity of the team.
  • Sage has enabled us to get an in-depth understanding of customer behavior, as well as reduce the cost of a CMR program using Sage.
  • You can easily customize the system fields and layouts, as well as creating marketing groups and data reports.
America Castañeda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It is a software that, due to its simple interface and ease of use, allowed the work team to adapt perfectly to it, increasing the performance of the sales, marketing and accounting departments. It helped us to provide our clients with a better service, so our clients are happier.
Score 10 out of 10
Vetted Review
Verified User
  • Returns on investment.
  • You are able to have predicative information on how the business is doing from a Pipeline perspective.
  • With pipelines the managers are able to track and analyze performance of sales team within less time.
  • Helped us have a manageable customer support with fewer staff and made information pass on so easily especially when using email marketing.
Glen Mund | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Kari-Ann B. Ryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
  • One of the most positive things I find when working with my clients on Sage CRM is in their development or implementation of their process. It helps them better define it and then work on it. Ultimately making them more efficient with a higher ROI.
  • If Sage CRM is not bought in by the entire team, the ROI will be much lower and possibly even result in failure. They may not remove the system but they may not use it to its full potential. The buy in needs to be implemented by management, team leaders, and their Sage partner to aid in the success of the solution.
  • Better customer service is a big one that I see as a positive ROI. It is so much more efficient to be able to pick up the phone and make a call to a client or prospect when you can visually see all the communications that have gone on with that client. You are more informed and therefore better equipped to fulfill your clients needs, whatever they are.
Monroe Singh ☁ | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Compared to what other clients have used, Sage CRM increased productivity of the sales team.
  • The adoption of a new CRM system was a lot quicker with Sage CRM than I have seen with other products.
  • It has helped clients provide better customer service
Matt Daniels | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Increased productivity. My salespeople use it mostly as a task management tool.
  • Better Customer Service. This one definitely applies because it keeps reminders for my employees to keep in touch with their existing customer.
  • Frustration. This is a negative but it's mostly our fault. We let the database get so diluted with bad and old leads that it's not hard to sort through everything. Sage has not been very helpful in customer support on this issue.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Luis Brea | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
April 29, 2015

Reasons For Sage CRM

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Sage does well with the customer service aspect of our business. Knowing what was discussed at a previous meeting with a client helps tremendously with building rapport with those clients.
  • Efficiency is built into Sage because at the tip of your finger you have access to all client information.
Gary Perkins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
  • SAGE CRM has improved both our overall customer service in this particular area, but helping to automate email notifications, resulting in less client chasing of a case and also giving the client visibility on who is dealing with their case or issue and the expected time-scale for completion.
  • The ability to do self service and raise a case on our website enhanced our customer service image, but more importantly meant that clients completed all the key details when filling in a request. So. whilst clients liked the 24 X & capability to log a case, once we deal with it, we often has a lot more useful information and were many times able to close the case quicker.
  • In addition, maintaining the focus on Customer Service, the ability to create Solutions with common fixes has meant that first line staff can search for a Solution first, closing the case quicker before the need in many cases to escalate to a 2nd Line consultant. The best example of this is that I myself had a Customer Call one Christmas Boxing Day (26th Dec.), a Bank Holiday in the UK, but client had my mobile. Luckily, although, I was at my in-laws, I could dial onto SAGE CRM, then checked for a solution and was able to help the customer restart their own 24 x 7 service.
January 30, 2015

SAGE CRM - End User Eval

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It's used to quickly assess if a consultant is between engagements, coming to the end of an engagement, etc. which allows for quicker turnaround on placements.
  • It's used for client management; contacts can be quickly added/deleted as contacts change; the sales reps can be quickly accessed if needed to address client needs or concerns.
Danny Estrada | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Faster lead conversion
  • Increased employee efficiency
  • Exception handling outside of accepted business policies
  • Integrating other systems
  • Better demand forecasting
  • Improved inter-company communications
  • Easy upgrades through browser delivered interface
  • Minimized IT support
  • Faster reporting for better analytics
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