Sage CRM Pricing, Features, Reviews & Alternatives

Sage CRM

Web-based CRM for small and medium businesses

3.44/5 (58 reviews)

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.
www.sage.com

Pricing

Value for money

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 3 other markets, India, Japan, Germany

Supported languages

English
Sage CRM screenshot: CRM AppsSage CRM screenshot: CRM Apps

Sage CRM user reviews

Value for money
Features
Ease of use
Customer support
  3.4
  3.5
  3.1
  3.4
Amanda S.

We wouldn't trade Sage for anything!

Used daily for 2+ years
Reviewed 2019-01-09
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It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all.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
Features

Likelihood to recommend: 10/10

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Anonymous

Sage Software

Used daily for 2+ years
Reviewed 2018-08-24
Review Source: Capterra

Overall I like the software but there are definitely areas where it could be improved.

Pros
I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

Cons
There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Robert M.

Honest CRM Review

Used daily for 2+ years
Reviewed 2016-10-20
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
Features
Customer support

Likelihood to recommend: 7/10

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RAVINDER S.

The powerhouse of small business accounting

Used weekly for 1-2 years
Reviewed 2020-12-28
Review Source: Capterra

Everyday accounting and balance sheet reports. Links very well with my accountant.

Pros
A solid reputation that lasts over the whole product timeline.

Cons
There are many different functions and each one costs money. The subscription based payments mean it is difficult to break away onto another platform

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Anonymous

SAGE CRM keep our whole business under one software

Used daily for 2+ years
Reviewed 2020-03-31
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
Features
Customer support

Likelihood to recommend: 10/10

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Sage CRM features

Reporting & Statistics

API (505 other apps)
Access Controls/Permissions (285 other apps)
Activity Dashboard (369 other apps)
Alerts/Notifications (405 other apps)
CRM (295 other apps)
Calendar Management (298 other apps)
Contact Management (356 other apps)
Customer Database (308 other apps)
Customizable Branding (342 other apps)
Customizable Templates (299 other apps)
Data Import/Export (412 other apps)
Email Management (311 other apps)
Email Marketing (466 other apps)
Mobile Access (393 other apps)
Reporting/Analytics (617 other apps)
Search/Filter (305 other apps)
Social Media Integration (297 other apps)
Surveys & Feedback (284 other apps)
Third Party Integrations (400 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Sage CRM

Key features of Sage CRM

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

Benefits

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