Audience

CRM solution for companies looking for a tool to manage their business operations

About Sage CRM

Increase customer loyalty and drive up revenue with cloud-based CRM systems and tools from Sage. CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle. If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service. Cloud CRM systems provide a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.

Pricing

Starting Price:
$45 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 5 User Reviews

Overall 4.6 / 5
ease 4.4 / 5
features 4.4 / 5
design 4.6 / 5
support 4.6 / 5

Company Information

Sage Software
United States
www.sagesoftware.com

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Sage CRM Frequently Asked Questions

Q: What kinds of users and organization types does Sage CRM work with?
Q: What languages does Sage CRM support in their product?
Q: What kind of support options does Sage CRM offer?
Q: What other applications or services does Sage CRM integrate with?
Q: What type of training does Sage CRM provide?
Q: Does Sage CRM offer a free trial?
Q: How much does Sage CRM cost?

Sage CRM Product Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Call Logging

Sales Acceleration

Email Tracking
Email Templates
Dialer
Reporting
Sales Intelligence
Meeting Scheduler
Sales Workflow Management
Email Sequencing
Campaign Management
List Building
Predictive Analytics
Sales Gamification
CPQ

Sage CRM Additional Categories

Sage CRM Reviews

Write a Review
  • Sarah E. B.
    Investigator
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sage CRM is a very sophisticated client service"

    Posted 2021-04-11

    Pros: Sage CRM is a highly capable customer experience management software to guide us in the most important part of customer communication: the details. Within Sage CRM we can continually access all the contact details we assign to each customer, and review reports on past dealings.

    Cons: We believe that it is not necessary to speak in negative aspects towards Sage CRM, which has remained a software with an adequate capacity to store customer information within the system and that no inconveniences occur when needing to update them due to any type of emergency or contingency that may arise.

    Overall: Sage CRM is a highly intuitive CRM, with good working methodologies to apply with customers throughout any sales career. In fact, the main objective of the application is to improve the future sales plans that are created based on the strategies and interactions that have been carried out previously.

    Read More...
  • Steven R.
    Senior Remote Freelance Content Writer
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sage CRM is a better CRM than we expected"

    Posted 2021-03-29

    Pros: Sage CRM serves to make adapting to new and improved mechanics of working with customer requests relatively easier to achieve, allowing us to better configure the quality of communication that is generally handled with the public, and the optimization of the support offered to them.

    Cons: All the information that is recorded from the contacts requires consent on their part, which despite proving to be positive for the realization of legal processes, is a drawback at the time of not wanting to have certain customers but still store their data for future applications of sales plans that we have.

    Overall: There are many ways to cover sales within Sage CRM, and it is because of this that we can safely employ it so that problems do not occur during open sales processes with various customers. It is very reassuring to be able to communicate with customers whenever you want to, as doing so builds trust with each customer.

    Read More...
  • Kelly C.
    Independent Contractor Hearing Examiner
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sage CRM adapts to our interaction needs"

    Posted 2021-03-22

    Pros: Sage CRM can be implemented without the need to be connected to the internet: even though the information proposed by other vendors, and customer requests would not arrive until the connection is restored, it is entirely possible to keep working by manually updating customer and sales data, or managing documentation.

    Cons: The only problem found in crm is its lack of ability to optimize the platform in relation to the type of screen being used, having to choose to change the display mode manually every time you go to work on the platform so that no problems occur. Referential customer data takes a long time to be deleted.

    Overall: Thanks to the stable synchronization technology that Sage CRM includes, job data can be updated on all computers connected to the same account, so that colleagues can review sales updates and better coordinate their strategies for finding new customers.

    Read More...
  • Jason K.
    Social Media Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sage crm proves to be a more complete CRM than the others"

    Posted 2021-03-18

    Pros: By being able to include accounting operations within our customer management, it is no longer necessary to opt for the use of ledger-based software such as QuickBooks, as Sage crm and its figure management system, from which high-performance reports can be created in terms of detail, is sufficient to cover the entire daily work quota. With the proper configuration of the content chains, it is proven that sage crm is an efficient software not only for customer management, but also for conducting multi-dimensional sales transactions over and over again by creating plans based on past sales experiences. We recommend it.

    Cons: Sage crm is an excellent product and demonstrates many different facets. We do not agree with derogatory opinions about our usage experience, as the software proved to be of a high quality level and showed positive results at all times. We are satisfied with our investment in the product.

    Overall: Sage crm helps us to establish a much more direct communication link with our clientele, where having access to their information is a process that happens much faster. In any case, the platform contains tools for reviewing and configuring sales plans, which could be used to obtain business transactions at a much higher level, and based on these transactions, to obtain detailed and extensive reports about each of the stages of the transaction and its results.

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  • Kellen W.
    System Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sage CRM Review "

    Posted 2021-02-24

    Pros: Sage CRM is mostly all about 'positive energy'
    Implementation is straightforward and so is using and managing the tool.
    The many features and ease of integration and scaling makes the tool irresistible.

    Cons: While Sage CRM is great, it comes at a very high price compared to other similar solution.

    Overall: Handling all CRM related issues has been easy thanks to Sage CRM. It is an effective solution and it offers many great features.

    Read More...