About 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.


Key benefits of Sage CRM

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


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Not sure about Sage CRM? Compare with a popular alternative

Sage CRM

3,5 (67)
VS.
Highly reviewed

Starting Price

US$45,00
month
US$20,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

7
205

Integrations

3
70

Ease of Use

3,2 (67)
4,1 (6 651)

Value for Money

3,4 (67)
4,3 (6 651)

Customer Service

3,5 (67)
4,1 (6 651)
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Reviews

Overall rating

3,5 /5
(67)
Value for Money
3,4/5
Features
3,5/5
Ease of Use
3,2/5
Customer Support
3,5/5

Already have Sage CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 67
Esther
Esther
Overall rating
  • Industry: Architecture & Planning
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Sage is an excellent resource for account management

Reviewed on 2021/10/19

I was easily able to keep track of our data base and bill customers I also. Liked being easily able...

I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data

Pros

I liked the ease of updating accounts and billing clients.

Cons

I found the process complicated and not as user friendly as it could be to load a client account.

Dawn
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

CRM - make it work for you

Reviewed on 2024/01/04

Using Sage CRM has been and still is a positive experience for me, due to it being set up to do...

Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software

Pros

I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options

Cons

Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside

Hannah
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 0.0 /10

Not a fan of Sage CRM

Reviewed on 2024/01/22

We opted to use a different CRM for our main CRM needs because we felt like there were better CRM...

We opted to use a different CRM for our main CRM needs because we felt like there were better CRM options and features in a different product.

Pros

The fact that we can store Software renewal information in the system and use for software renewal billing reminders.

Cons

How hard the product it is to use and the pricing.

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Sage Software

Reviewed on 2018/08/24

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

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.

Verified Reviewer
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Good CRM but not very user-friendly

Reviewed on 2019/05/02

It was a great learning for us that comparison of the software before purchasing is an important...

It was a great learning for us that comparison of the software before purchasing is an important aspect.

Pros

The in-built business processes are good and very basic to deploy in the initial stages

Cons

Well a long list I have for this section:
1. Pathetic customer support
2. Less competent product knowledge to "customer support specialist"
3. Not user friendly software
4. Lot of technical backed problems

Alternatives Considered

Zoho CRM

Reasons for Switching to Sage CRM

No specific reason
Showing 5 reviews of 67 Read all reviews

Sage CRM FAQs

Below are some frequently asked questions for Sage CRM.

Sage CRM offers the following pricing plans:

  • Starting from: US$45,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Sage CRM (cloud): $45/user/month Sage CRM (on-premise): contact Sage for pricing details.

Sage CRM has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Sage CRM supports the following languages:

English

Sage CRM supports the following devices:

Android (Mobile)

Sage CRM integrates with the following applications:

Mailchimp, Microsoft Outlook, Sage 300cloud

Sage CRM offers the following support options:

Email/Help Desk, Phone Support

Related categories

See all software categories found for Sage CRM.