Sage CRM Features

Sage CRM

Web-based CRM for small and medium businesses

3.44/5 (58 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


4 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Sage CRM Feature Reviews

25 reviewers had the following to say about Sage CRM's features:

Andrew M.

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

2018-04-09

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.

Cons

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
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
John R.

VP of Info Sys

2016-09-20

Pros

Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability.

Cons

Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Sage CRM

See above comments, but do not evaluate the product based on a generic demo or 30-day eval. Work with a VAR that is familiar with you business/industry that is a Sage CRM expert. They can then tailor the demo for you.

Source: Software Advice
Helpful?   Yes   No
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Raymond N.

I have used, repaired, and upgraded to new versions of ACT for about 20+ years.

2018-07-02

Great place to input customers to manage docs, reports, emails.

Pros

Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email.

Cons

As Windows 10 and updates are put into service, the compatibility with mail, backup, and reports fade in availability as product ages, forcing you to upgrade.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
David V.

CRM Helps Track & Access Information

2019-05-14

Pros

CRM is very customizable and helpful in accessing information company wide.

Cons

We have had some issues with data disappearing but Sage has not had any other customers have this issue so it may be our uploading to the cloud.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
eb a.

Complicated

2020-12-18

Its an okay solution. For these times, i'd go for something a little more user friendly

Pros

We primarily use it for database management

Cons

Its complex and takes a lot of support to develop the reports you require

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Craig H.

Sage CRM review

2015-09-29

Pros

A flexible and powerful CRM solution that integrates with Sage 200

Cons

A lack of social CRM and social media tools.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

7/10

Recommendations to others considering Sage CRM

The Sage CRM user interface is easy to learn and easy to use.

Source: Software Advice
Helpful?   Yes   No
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Ric D.

Sage CRM Solution

2015-04-24

Pros

The interactive dashboard is great.

Cons

The report output is restricted to CSV and if you print to PDF then you can save to PDF as well but that's about it. The email integration outside of outlook is limited.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

8/10

Recommendations to others considering Sage CRM

The software can offer any organization a great solution for tracking, reporting critical business information and providing a solid method of communicating with both internal and external customers.

Source: Software Advice
Helpful?   Yes   No
Read more
Rickell M.

This platform allows you to know your business more, understand your customers, and grow your Busine

2018-04-19

SageCRM.com is a low cost, low risk and quick to deploy CRM solution.

Pros

Sage can capture information entered into a web form on a business's page for later reference.The ability to easily and efficiently turn an opportunity into a quote and then into a sale order is uniquely strong and very helpful for field based sales professionals.

Cons

Sage CRM lacks the integration features found in other CRM solutions.A lack of social CRM and social media tools will hinder companies looking to leverage social monitors and engage prospects and customers in social networks and other online social channels.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary K.

good value

2016-10-03

the software can have a learning curve but is effective for CRM use. Some of the fnctionalyity is limited compared to other programs on the market

Pros

lower cost compared to competition

Cons

doesnt integrate with email

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Brianna K.

Not worth the cost

2018-10-03

Pros

Tracking of potential customers and contacts without implementing data into our Accounting software

Cons

Difficult to import information efficiently at the start.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

1/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
(Accounting company, 11-50 employees)

SAGE CRM keep our whole business under one software

2020-03-31

Sometimes databases can get corrupted so it is mandatory to always have support on call.

Pros

SAGE CRM has been great for our clients.

Cons

Sage CRM can be a bit of a problem when there are database problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Samuel F.

Easy to see your pipeline

2016-10-14

Being a large company like Veolia I liked how the contacts are centralized for different Industries and you can search by company name or industry type.

Pros

Ease-of-use, centralized contact location, Distributing your project pipelines to other colleagues and managers

Cons

It was a little difficult and entering contact information from business cards, would be nice to have an option to scan business cards into the database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Sage CRM

Update graphics and graphs.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

User friendly

2019-04-30

Pros

It's very easy to find information.

Cons

This may be because of the amount of data we have housed in the CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
GETHSUN M.

Sage CRM Review

2021-04-02

Sage CRM offers the best money value especially for mid-tier institutions and offers realtime collaboration capability

Pros

Availability of web portal with no need for any upgrade

Cons

With the Absence of offline accounting features, you cannot access accounting data without an internet connection

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Angela C.

Easy to customize

2016-10-13

After using two other CRMs found SAGE CRM to be by far the easiest to customize as an administrator.

Pros

Ease of use and customizing the reports

Cons

I wish more advanced training were offered aside from videos

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Sage CRM

The videos are a must to watch to get the most from this CRM

Source: Capterra
Helpful?   Yes   No
Read more
Hannah G.

Limited CRM system that needs improvements

2018-04-06

Client database

Pros

Good as a client database. Clear online portal and good customer service representative assigned to account

Cons

Not as up to date as other CRM systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Transportation/Trucking/Railroad company, 201-500 employees)

Basic Sales Book Organization

2018-10-24

Sage CRM definitely makes organizing my customers contact information easier and is beneficial for our company overall to increase communication from branch to branch.

Pros

It helps to organize sales contacts better than Microsoft Excel.

Cons

It doesn’t always work correctly and needs to be easier to toggle from one page to another.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
David C.

Sage CRM

2019-12-06

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.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa S.

Sage CRM connected to Sage/MAS ERP: Challenging for Small Businesses

2015-02-18

Pros

Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate.

Cons

Further, generating reports was cumbersome.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

1/10

Recommendations to others considering Sage CRM

Be sure that you review the knowledge you need to have, and the steps required to edit your company and contact records. Be prepared to need assistance making edits like these. Also, if you ever export this data to move to another CRM, you cannot export the notes data. That was a bit of a loss for us when we switched to Salesforce.

Source: Software Advice
Helpful?   Yes   No
Read more
Hugo V.

Solid CRM for people with Sage products

2016-10-07

Sage CRM is a solid CRM that seamlessly integrates with other Sage solutions.

Pros

integrates well with other sage products

Cons

hard to learn at first

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Sage CRM

spend time learning it and you'll love it!

Source: Capterra
Helpful?   Yes   No
Read more
Amanda S.

We wouldn't trade Sage for anything!

2019-01-09

Pros

Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan C.

Lots of possibilities

2016-02-20

Pros

And the ease of integrating Sage CRM with other applications (like accounting) is great too.

Cons

Understanding how flexible Sage CRM can be, is not readily apparent.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Sage CRM

It is such a huge decision for any company (which CRM to use)... whichever software you choose, work with a professional for the roll-out.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Terrific sales funnel management , single database for all leads and sales

2018-03-09

Organized Sales funnel tracking, lead management, became smarter during the sales process.

Pros

Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier.

Cons

A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
RAVINDER S.

The powerhouse of small business accounting

2020-12-28

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Shahzad M.

Verified Reviewer

Great system and very extensible.

2015-01-27

Of course Sage CRM has APIs including including web services, .NET, ASP, client-side, AJAX, etc.

Source: GetApp
Helpful?   Yes   No
Read more