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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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Learn from top reviewers

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

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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
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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 7.6

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 7.5

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 7.3

Platform

7.8
Avg 7.4
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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 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 From Top Reviewers

(1-5 of 28)

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

Rating: 10 out of 10
April 05, 2022
  • The system uses SQL as a back-end
  • so using third-party reporting tools is a snap. Payroll, accounts payable
Cons
  • has cleaned up much of the double data entry you had to do when using a system
  • offers a wealth of features such as reporting and analysis that serve as forecasting tools and to control

Improving our sales with Sage CRM

Rating: 9 out of 10
March 21, 2022
AC
Vetted Review
Verified User
Sage CRM
1 year of experience
  • It has the integration to different social networks such as Twitter, Facebook and LinkedIn, helping us to find potential customers in different digital media.
  • It allows us to store a large database of all our potential customers and current customers and shows a history of the relationship with the customer, to improve the commercial treatment towards them.
  • It has a mobile application that I can access at any time and I can attend my clients no matter if I am out of the office.
Cons
  • It is a pretty good and useful software, as long as it works together with integrations with other accounting and email software, but it would be ideal if they already come with those functions.
  • The fact that each module or function has an additional cost, greatly limits its use.
  • It is quite heavy to load each requested information and to open the tools and functions.

Sage, its 100% worth a try!

Rating: 8 out of 10
March 16, 2022
JW
Vetted Review
Verified User
Sage CRM
1 year of experience
  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
Cons
  • Sage doesn't have the best backend when it comes to communicating within the platform, our goal would be to solely work in the crm and not utilize as many plugins.

Green Sage wins the page

Rating: 10 out of 10
March 15, 2022
JS
Vetted Review
Verified User
Sage CRM
1 year of experience
  • User friendly.
  • Accessible anywhere.
  • Versatile among many locations.

Improved sales returns and customer expansion with Sage CRM

Rating: 10 out of 10
February 23, 2021
BP
Vetted Review
Verified User
Sage CRM
2 years of experience
  • Workflow. CRM has assisted us in ensuring workflow around our key business processes.
  • Reporting and dashboard. CRM has great reporting and dashboard capabilities that allow you to visualize key business performance parameters efficiently and quickly.
  • Integration with other software. CRM integrates well with other sales and accounting applications which ensures the ability to store data in one place.
  • Integration to accounts and sales departments.
  • The software allows sales and accounts department to exchange data with ease making people in sales view accounts data and vice versa.
Cons
  • Improve on screen interface, currently there is so much screening.
  • There is great integration with other cloud versions, but tool for improvement is still there.
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