Sage CRM

Web-based CRM for small and medium businesses

3.4 /5 (54 reviews) Write a Review!

Sage CRM Overview

What is Sage CRM?

SALES OPPORTUNITIES
Sage CRM directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and up-selling opportunities. With instant access to pipelines, calendars, sales reports, contacts, and much more, your sales people are freed up to focus all their efforts on selling. Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.

CUSTOMER SERVICE
From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly. Sage CRM gives you the tools you need to provide high quality customer care and maintain satisfied customers, and helps you to make every customer interaction informative, effective, and profitable.

TARGET THE RIGHT PEOPLE
It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources. Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.

Sage CRM Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Sage CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
English

Media

CRM Apps
CRM Apps
Sage CRM screenshot: CRM Apps Sage CRM screenshot: CRM Apps

Sage CRM Reviews for UK Users

Sage CRM Reviews for UK Users

Overall rating
3.4
/
5
Excellent
13

Very good
17

Average
11

Poor
7

Terrible
6

Value for Money
3.4
Features
3.5
Ease of Use
3.1
Customer Support
3.4
56% recommended this app
Amanda S.

We wouldn't trade Sage for anything!


Verified Reviewer

SAGE CRM keep our whole business under one software

We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software.


Robert M.

Honest CRM Review

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.


David C.

Sage CRM

Overall very informative and helpful. Very helpful managing the costs associated with a project.


Andrew M.

Sage CRM's newest version s a refreshing improvement over the older UI

The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.


Amanda S.
Industry: Construction
Company size: 13-50 Employees

We wouldn't trade Sage for anything!

Used Daily for 2+ years
Reviewed on 09/01/2019
Review Source: Capterra

Pros

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

Cons

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Accounting
Company size: 13-50 Employees

SAGE CRM keep our whole business under one software

Used Daily for 2+ years
Reviewed on 31/03/2020
Review Source: Capterra

We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software.

Pros

SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects.

Cons

Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Robert M.
Industry: Construction

Honest CRM Review

Used Daily for 2+ years
Reviewed on 20/10/2016
Review Source: Capterra

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.

Pros

Professional look of items printed and organizational capabilities

Cons

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

David C.
Industry: Construction
Company size: 51-200 Employees

Sage CRM

Used Daily for 2+ years
Reviewed on 06/12/2019
Review Source: Capterra

Overall very informative and helpful. Very helpful managing the costs associated with a project.

Pros

Able to print out customized reports showing details on a project. Makes it easier to Track expenses throughout a project. Integrates well with accounting and sales staff.

Cons

Would like to be able to customize more on the layout of the reports. Need to be very specific when looking up a specific job number/project.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Andrew M.
Industry: Computer Software
Company size: 51-200 Employees

Sage CRM's newest version s a refreshing improvement over the older UI

Used Monthly for 2+ years
Reviewed on 09/04/2018
Review Source: Capterra

The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.

Pros

Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.

Cons

The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
6.3/10
Based on 54 user ratings
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Sage CRM Pricing

Sage CRM Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
3.4/5
Based on 54 user ratings
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Sage CRM Features

Sage CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.5/5
Based on 54 user ratings
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Categories

Additional information for Sage CRM

Additional information for Sage CRM

Key features of Sage CRM

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Benefits

- Make most of sales opportunities
- Deliver excellent customer service
- Identify and target the right people

Sage CRM FAQs

Sage CRM FAQs

Below are some frequently asked questions for Sage CRM.

Q. What type of pricing plans does Sage CRM offer?

Sage CRM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Sage CRM?

Sage CRM offers the following features:

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Q. Who are the typical users of Sage CRM?

Sage CRM has the following typical customers:

Small Business, Freelancers

Q. What languages does Sage CRM support?

Sage CRM supports the following languages:

English

Q. What type of pricing plans does Sage CRM offer?

Sage CRM has the following pricing plans:

Subscription

Q. Does Sage CRM support mobile devices?

Sage CRM supports the following devices:

iPhone

Q. What other apps does Sage CRM integrate with?

Sage CRM integrates with the following applications:

CloudCall, Esker, Evolve IP Phone System, FileHold, Gem Accounts, Handshake, Odyssee Sales, Procore, Sugar Market, eBridge Connections Accounting Integration

Q. What level of support does Sage CRM offer?

We do not have any information about what support options Sage CRM has