Sage Group

Sage CRM

Composite Score

8.0 /10

CX Score

8.2 /10

80 Reviews Write a Review

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What is Sage CRM?

Sage CRM provides sales teams with powerful tools and quick access to the information they need to manage and progress leads and opportunities. It is helping thousands of small and medium sized businesses across the globe automate their sales process. And Sage CRM gives you and your sales team detailed account and pipeline information so you can close deals faster.

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Awards & Recognition

Sage CRM won the following awards in the Customer Relationship Management - Midmarket category

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2 Top Rated Capabilities

5 Top Rated Features

Latest Award, 2024

Strategy and Innovation
Service Experience
Contract Negotiation

2022

2021 Data Quadrant Gold Medalist

2021

Sage CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Sage CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

1
Since last award

98 Plan to Renew

87 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+91 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Sage CRM?

1% Negative

4% Neutral

95% Positive

Pros

Respectful
Acts with Integrity
Transparent
Fair

Feature Ratings

Average 84

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 84

Availability and Quality of Training

Ease of Customization

Ease of Data Integration

Ease of Implementation

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features

Sage CRM Reviews

Bruce V.

Role: Information Technology
Industry: Retail
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2020

Great value for business

Likeliness to Recommend

9 /10

What differentiates Sage CRM from other similar products?

Sage CRM provides outstanding array of powerful features such as budgeting, forecasting ,planning, CRM /Marketing automation, project management and many more to drive business towards success. It is also easy to and quick to deploy, cost effective ,easy to use ,configurable with flexible workflows that are customized to suit your business needs.

What is your favorite aspect of this product?

Impressed by its comprehensive set of collaboration tools that it offers to enable teams to perform tasks efficiently without worry of work being duplicated. Sage CRM comes with great value and the insights we receive has enabled us to understand our clients more and come up with effective marketing and sales strategies that steers our business growth in terms of revenue.

What do you dislike most about this product?

The learning process and training is steep with the frequent updates.

What recommendations would you give to someone considering this product?

It best suits organizations using Sage accounting products like Sage X3 to adopt utilizing Sage CRM. Sage CRM frequent updates makes it fit the current needs of business.

Pros

Reliable
Enables Productivity
Unique Features
Efficient Service

John F.

Role: Operations
Industry: Banking
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2020

Diverse CRM platform in the market

Likeliness to Recommend

10 /10

What differentiates Sage CRM from other similar products?

Its stable and has a simple user-interface thus employers are able to adopt it easily and use it in managing their relationships with their clients.

What is your favorite aspect of this product?

It has helped us build a loyal relationship with our clients by enabling us understand them more and thereby serve them well. The platform is affordable and not that costly thus fits well in all organizations including even the small and mid-sized ones. Its direct and its a good decision-making tool by offering customer insights and analytics thereby help in streamlining our customer services.

What do you dislike most about this product?

Being a cloud platform its sometimes affected by poor internet connections in its usage.

What recommendations would you give to someone considering this product?

Its a good platform that will help in building right portfolio and streamlining your service delivery thereby enhance the way you work and grow your customer base.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Dave G.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Sep 2020

Easy to use and affordable CRM solution

Likeliness to Recommend

10 /10

What differentiates Sage CRM from other similar products?

Sage CRM is easy to use and customizable with incredibly powerful tools that help to oversee and advance leads and opportunities. Furthermore, Sage CRM gives you and your sales team pipeline data so you can close the deals faster.

What is your favorite aspect of this product?

Transforming leads into income is critical to our prosperity, as is the point by point reports and analysis that can help us in settling for the right decisions. Sage CRM gives the entirety of this at a reasonable price, with the powerful tools to further bringing down our operational expenses and expanding the profitability of our staff.

What do you dislike most about this product?

Sometimes the search function may fail to load the right data.

What recommendations would you give to someone considering this product?

Sage CRM is scalable and affordable for small and medium businesses. It is a great tool for managing sales opportunities and pipeline. Getting to on-board users is easier with this product compared to others.

Pros

Efficient Service
Helps Innovate
Continually Improving Product
Reliable

Sage CRM

What is Sage CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

2023 Data Quadrant Gold Medalist

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Sage CRM Ratings

87 Likeliness to Recommend

1 Since last award

98 Plan to Renew

87 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+91 Net Emotional Footprint

How much do users love Sage CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Sage CRM Reviews

Bruce V.

Great value for business

Likeliness to Recommend

Pros

John F.

Diverse CRM platform in the market

Likeliness to Recommend

Pros

Dave G.

Easy to use and affordable CRM solution

Likeliness to Recommend

Pros

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Feature Ratings

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Availability and Quality of Training

Ease of Customization

Ease of Data Integration

Ease of Implementation

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features