Sage CRM Features

Sage CRM

Web-based CRM for small and medium businesses

3.42/5 (54 reviews)

Sage CRM Feature Summary

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

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Automatic Lead Distribution
Automatic Notifications
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Call Center Management
Call Routing
Call Tracking
Categorization
Client Management
Collaboration Tools
Commenting
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Desktop Notifications
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Scheduling
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inventory Management
Inventory Tracking
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Notes
Project Templates
Project Tracking
Quote Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Social Media Integration
Status Tracking
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
Learn moreCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Automatic Lead Distribution
Automatic Notifications
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Call Center Management
Call Routing
Call Tracking
Categorization
Client Management
Collaboration Tools
Commenting
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Desktop Notifications
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Scheduling
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inventory Management
Inventory Tracking
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Notes
Project Templates
Project Tracking
Quote Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Social Media Integration
Status Tracking
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Automatic Lead Distribution
Automatic Notifications
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Call Center Management
Call Routing
Call Tracking
Categorization
Client Management
Collaboration Tools
Commenting
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Desktop Notifications
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Scheduling
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inventory Management
Inventory Tracking
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Notes
Project Templates
Project Tracking
Quote Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Social Media Integration
Status Tracking
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
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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:

John Rains

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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Andrew Mata-Leclerc

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 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
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Raymond Niesslein

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
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Ric Dreese

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
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Brianna Kempe

Not worth the cost

2018-10-03

Pros

Web-based service for access to database from any internet connection.

Cons

No added value other than a specialized database file, which could have been created in-house via Access.

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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Rickell Muir

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. Great benefits of having this CRM.

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
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David Campbell

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.

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
Samuel Felleke

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
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David Voorhees

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
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Leon Brownell

The product works well.

2018-04-19

I have personally been tracking 100's of clients for 7 years inside this system.

Pros

The customization of the layout allows for easily managed client data and prospective clients.

Cons

When you have database errors it can be a nightmare.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Craig Henshall

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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Zachary Killoy

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
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Hannah Grady

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. data inputting takes time and is not simple.

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
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Marisela Esteves

Complex for my Small Business

2019-04-14

Once the set up is complete, the software will allow you to keep track of all business operations.

Pros

Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

Cons

In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

4/10
Source: Capterra
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

The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access.

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
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
Angela Cline

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
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
Femi Akinsulire

Robust but needs training

2018-09-10

Pros

You can look into a customer's lifecycle at any point, and there are loads of customization tools available

Cons

Almost every update requires training and the learning curve is steep. Integration with other apps or software are not inexpensive

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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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
Anonymous
(Construction company, 51-200 employees)

It hasn't gone well

2018-03-16

Pros

Contact syncing between CRE300, Outlook, and (formerly) Sage ACT.

Cons

It feels like a fully customized piece of software so we are having to make decisions on flow and content that really should be simple.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Hugo Vasquez

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
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Melissa Steward

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

2015-02-18

Pros

We had to use a Sage Partner for support, so I never worked directly with Sage. Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate. I can't tell you how much money we spent on trying to get this system to work for our needs. There was nothing I could say that we liked about this software, and this is why we switched to Salesforce CRM.

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
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Amanda Solis

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
Matt Daniels

Not my favorite

2015-12-07

Pros

When we first got this product it was very well suited for what we needed. Can be simple, depending on how you use it.

Cons

I wanted to be able to customize more fields in the company and customer fields but, the customer service was never very helpful in setting this up.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

3/10

Recommendations to others considering Sage CRM

Look at other softwares before you just jump at this one. There are other products on the market that have far more to offer for a fraction of the cost.

Source: Software Advice
Helpful?   Yes   No
Read more