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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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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 7.2

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

(75)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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 leads and eventually opportunities are found and worked on.

We also use add-ons such as knowledgesync to hook into the CRM and generate reports for things such as new leads and tasks. It is mostly used by the sales and management team.
  • Rather high amount of customization when it comes to allowing your own custom fields on each screen.
  • Search/Find function is rather quick and breaks down by categories (person, company, leads, opportunities, etc).
  • Not very resource intensive when it comes to size and memory usage/sql.
  • Easy to visually see all past and current opportunities and their statuses.
  • Can only have one primary contact attached to each company. This causes quite a few issues when many of the companies we deal with have multiple primary contacts that need to be reached out to.
  • Report building is lacking and the interface to do so could use work. Better off building custom Crystal Reports than using what they provide.
  • Minor issue but no "copy" when making new users. Have to set up all the roles/permissions/settings individually.
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.
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
30%
3.0
Quote & order management
80%
8.0
Interaction tracking
100%
10.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (1)
80%
8.0
Case management
80%
8.0
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
50%
5.0
Task management
90%
9.0
Reporting
10%
1.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
20%
2.0
Customization (3)
80%
8.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
40%
4.0
Security (2)
60%
6.0
Role-based user permissions
60%
6.0
Single sign-on capability
60%
6.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • 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.
Mostly sales related along with some managers and the owner to keep an eye on what is going on throughout the company.
1
Basic understanding and knowledge of software. SQL and crystal knowledge is a plus. The custom additions can be learned rather simply however the interface to do so is not the most pleasant in the world.
  • Lead generation
  • Opportunity review and progress
  • Repository for all company and contact information.
  • Export all data for various email campaigns or advance graphs/forecasting
  • Better mobile support for remote users and sales persons.
Might look into alternatives simply to see what is out there. We are upgrading our hardware and software (sql) so we plan to review.
  • Implemented in-house
  • Professional services company
SWK Technologies.
No
  • Some minor "errors" generated by sql on some pages. Resolved as the index rebuilt itself.
The implementation and upgrades were rather quick and straight forward.

Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
  • In-person training
  • Self-taught
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Rather straight forward, nothing overly complicated outside of the behind the scene things which IT would deal with.
  • Find/search function
  • View all leads/opps throughout the various teams we have.
  • Tracking communications between company and customers.
  • The customization part is rather ugly to look at. Tracking down what each screen is called and what fields they contain can be a bit annoying when want to add new fields to various screens.
  • Custom reports are lacking and difficult to use. Better to use crystal reports and tie in using sql.
Yes, but I don't use it
It does its job. Missing a few things here and there that can be remedied with outside add-ons.
Luis Brea | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I had the chance to implement Sage CRM from scratch for a company I used to work for in the past. I didn’t have any previous know-how in Sage CRM, so it was a challenge for me, but also a very rewarding experience. The application is very user friendly, very intuitive, so anyone with no previous knowledge in the tool can easily deploy it and customize it, with a little help of the IT department in order to setup the application and the dB on the designated server. Of course, it is recommended that the CRM administrator should have a proper understanding of the sales, marketing and support processes in his/her own company. Clear concepts and well defined processes led me to a clean implementation in less than two months. The application has a good out of the box basic configuration that may allow starting working as soon as possible, provided that basic parameters has been properly defined, such as global and local settings, sales territories, company profile and users security levels. However, to take advantage of all the features and benefits of the CRM, it is advisable to customize the tool and add new fields, workflows and templates to begin with, as well as to set up the product list. Sage has a very good help guide to learn from on how to do and customize the application, as well as how to manage users and data, and how to build and develop reports and dashboards. Standard reports are useful, and creating new reports from existing ones was really helpful. All reports could be exported to different formats, especially to MS Excel for further data manipulation and analysis. Reports could also be exported and printed as PDF’s in its original screen format.

The user graphic interface is very well designed and very web oriented; it takes you to the exact screen you are looking for, and makes it easy to search, find and display the requested information. Sales quoting, Pipeline management and Forecast are easy to deploy and configure. Exporting a sales quote to a customized MS Word template was very convenient and easy to do by any user. I created different templates and mail merged all data from selected records with no problem. Also, CRM allows to collect and storage all documents and information related to a single lead, prospect or customer. Uploading reports and documents from other sources was a very quick and easy procedure that any user could do. I implemented the application on the company’s servers, so it was available through our local network. However, Sage allows online access too, with the same look and feel through a Web portal, so once the Web access was activated any user within my organization could access Sage CRM from any computer around the world. I had the chance to compare CRM Sage with other CRM in the market, and my conclusion was that Sage had the same standard features and offered pretty much the same benefits that other CRMs application from other vendors could do, at a fraction of the cost. It is a very good tool for any small and even medium size company.

  • Sales Quote
  • Opportunity management, pipeline and foreacasting
  • Product list
  • Reports configuration
  • Integration with MS Outlook was not that great at the time
  • Support from Sales Channels (sales distributors)
  • Multi pricing - selecting different price lists (Incoterms) and multicurrency (online currency rates exchanges)
  • Onsite training and certification on the application
It is well suited for small and medium companies, mainly for domestic operations with no overseas operations or subsidiaries.
  • 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
I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
I would renew it if I were still working with my previouss employer because it is very easy to use and affordable.
  • Implemented in-house
Instalation was very straight forward, and customization and design of templates, screens and workflows were done by me, as Sales Administration Manager of the company.
April 29, 2015

Reasons For Sage CRM

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using Sage CRM to manage all of our contacts. We are using Sage in the sales department to keep all of our meetings and people we are in contact with in order so we better plan our week and month to be a more profitable company.

Sage addresses the old problem of losing track of what took place at meetings we were in. It gives us a quick reference for what was discussed when we meet the client again.
  • Organizes companies and the employees that work at each one in a clear and concise manner.
  • Enables us to easily generate emails for marketing campaigns to keep our clients more up to date to what is going on in our company.
  • Support is always good so when we run into problems someone is there to help out.
  • Not necessarily a problem with Sage in general but at first, the layout gets confusing. This is typical of any program that is new to a consumer.
  • Easier navigation for getting email campaigns started.
Like stated previously, it is well suited for organizing your contacts and relevant information for each one.
  • 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.
  • none
Cannot comment on this because I have not used any other CRM program.
To be honest, I feel that this is at least as good as other CRM programs so why bother switching over. The price is good too.
  • Vendor implemented
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