Sage CRM vs Rethink CRM

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Our analysts compared Sage CRM vs Rethink CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Sage CRM Software Tool
Rethink CRM Software Tool

Product Basics

Sage CRM is a comprehensive software solution designed to streamline customer relationship management tasks, offering a robust suite of tools for sales, marketing, and customer service. It is particularly well-suited for small to medium-sized businesses across various industries, such as retail, manufacturing, and professional services, due to its scalability and flexibility. Users benefit from its intuitive interface, which enhances productivity by simplifying the management of customer interactions and data. Noteworthy features include advanced reporting, sales automation, and marketing campaign management, which empower businesses to make informed decisions and foster customer loyalty. Compared to similar products, Sage CRM is praised for its ease of use and integration capabilities, although some users note that customization can be complex. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements.
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Rethink CRM is a sophisticated software solution designed to streamline customer relationship management tasks, particularly for real estate professionals. It offers a comprehensive suite of features including lead management, deal tracking, and automated workflows, which enhance productivity and client engagement. The platform is particularly well-suited for commercial real estate brokers and agents due to its industry-specific functionalities, such as property and transaction management tools.

Users appreciate the intuitive interface and robust analytics capabilities, which provide actionable insights into client interactions and market trends. The software's integration with other business tools further amplifies its utility, making it a versatile choice for firms looking to consolidate their operations. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for both small teams and larger enterprises.

Compared to similar products, Rethink CRM stands out for its tailored approach to real estate, offering a more specialized experience that resonates well with its target audience. This focus on industry-specific needs, combined with positive user feedback, underscores its effectiveness in enhancing CRM processes.

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$45/User, Monthly
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$120/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Improve Data Visibility: Sage CRM stores all data in a single, central location. This eliminates working from different spreadsheet versions, removes data silos and ensures everyone has the same access to updated information. 
  • Send Targeted Messages: List segmentation allows your organization to send relevant, tailored offers and content. You can create customer groups based on different criteria for more effective campaigns and promos. 
  • Deliver Exceptional Customer Service: Agents have access to customer data, allowing them to view a customer’s history to provide accelerated, informed resolutions. The system also provides tools for creating a knowledge base and setting up a self-service portal so customers can easily find solutions to common issues or submit tickets. 
  • Enable Easy Access: Sales reps can view meetings, demos and day-to-day tasks via the calendar feature. The system also provides updates, such as when a new sale comes in. 
  • Apply Standardized Processes: The solution improves operational processes by automating budget changes, customer invoices and more. It also promotes consistent sales performance by providing the same processes for each rep to follow. 
  • Drive More Revenue: The system reveals at-risk customers so sales reps know which leads to follow up with. This helps them close more deals. In addition, a complete view of each customer’s lifecycle helps pinpoint cross-sell and upsell opportunities. 
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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting.
  • Improved Sales Efficiency: Streamline sales processes with automated workflows, reducing manual tasks and freeing up time for more strategic activities.
  • Better Customer Retention: Utilize targeted communication and personalized follow-ups to maintain strong relationships and reduce churn rates.
  • Centralized Data Management: Store all customer information in one place, ensuring easy access and reducing the risk of data silos.
  • Increased Collaboration: Foster teamwork with shared access to customer data and collaborative tools, enhancing coordination across departments.
  • Scalable Solutions: Adapt the CRM to grow with your business, accommodating increasing data and user needs without compromising performance.
  • Enhanced Decision-Making: Leverage real-time data and predictive analytics to make informed business decisions and identify new opportunities.
  • Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing a clear overview of performance at a glance.
  • Seamless Integration: Integrate with existing tools and platforms, such as email and marketing automation software, to create a cohesive tech ecosystem.
  • Cost Savings: Reduce operational costs by automating routine tasks and minimizing the need for manual data entry and management.
  • Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and regulations.
  • Mobile Accessibility: Access CRM features on-the-go with mobile-friendly interfaces, allowing for greater flexibility and responsiveness.
  • Personalized Customer Experiences: Deliver tailored interactions based on comprehensive customer profiles, enhancing satisfaction and loyalty.
  • Streamlined Onboarding: Simplify the onboarding process for new employees with intuitive interfaces and comprehensive training resources.
  • Proactive Issue Resolution: Identify and address potential issues before they escalate, improving overall customer satisfaction and trust.
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  • Lead Management: Sage CRM stores comprehensive contact information. Pipeline data and opportunities are visible via pre-built dashboards. The system also supports territory management. 
  • Dashboards: You can stay informed about a number of KPIs using customizable dashboards that pull data from multiple sources. Metrics include leads generated, ROI on campaigns, conversion rates, sales trends, open deals and progress against forecasted expectations. 
  • Reports: The solution supports reporting for sales and customer service metrics. You can compile data such as follow-up stats, case resolution times, sales opportunities and more. Sage CRM provides standard reports and the ability to customize your own. 
  • MailChimp Support: Sage CRM connects with MailChimp to provide email marketing capabilities. In MailChimp, you can build campaigns using out-of-the-box or custom templates, automate campaigns and send surveys to gather customer feedback. The platform also shows metrics such as open rates, number of unsubscribes and more. 
  • Case Management: The system provides a detailed outline of each case, including the severity, description, assigned customer service agent, stage and SLA status. 
  • Forecasting: You can draw from a range of real-time data points to build forecasts, which can be exported to Excel. 
  • Quotes & Orders: Pre-built templates facilitate quick proposal generation, while current access to updated product and pricing information ensures accuracy. 
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  • Customizable Dashboards: Tailor your dashboard to display key metrics and data points relevant to your business needs.
  • Advanced Reporting: Generate detailed reports with customizable parameters to gain insights into sales performance and customer interactions.
  • Lead Management: Efficiently track and manage leads through the sales pipeline with automated workflows and reminders.
  • Contact Management: Maintain a comprehensive database of customer information, including communication history and personal details.
  • Integration Capabilities: Seamlessly integrate with popular tools like Outlook, Gmail, and various marketing automation platforms.
  • Mobile Access: Access your CRM data on-the-go with a fully functional mobile app, ensuring productivity from anywhere.
  • Email Campaigns: Create, send, and track email campaigns directly from the CRM, with built-in analytics to measure effectiveness.
  • Task Automation: Automate repetitive tasks such as follow-up emails and data entry to save time and reduce human error.
  • Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality to easily update deal stages.
  • Role-Based Access Control: Ensure data security by assigning specific access permissions based on user roles within the organization.
  • Customer Support Integration: Integrate with customer support platforms to provide a unified view of customer interactions and support tickets.
  • Analytics and Insights: Utilize built-in analytics tools to gain actionable insights into customer behavior and sales trends.
  • Custom Fields: Add custom fields to capture unique data points specific to your business processes and requirements.
  • Collaboration Tools: Facilitate team collaboration with shared calendars, task assignments, and internal messaging features.
  • Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and integration.
  • API Access: Leverage API access to build custom integrations and extend the functionality of the CRM to meet specific business needs.
  • Real-Time Notifications: Receive real-time alerts and notifications for important events, such as new leads or deal updates.
  • Document Management: Store and manage documents within the CRM, linking them to relevant contacts, deals, or projects.
  • Social Media Integration: Connect with social media platforms to track customer interactions and gather additional insights.
  • Training and Support: Access comprehensive training resources and customer support to ensure successful CRM adoption and usage.
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Product Ranking

#40

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#399

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User Sentiment Summary

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Great User Sentiment 7 reviews
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82%
of users recommend this product

Rethink CRM has a 'great' User Satisfaction Rating of 82% when considering 7 user reviews from 1 recognized software review sites.

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4.1 (7)

Synopsis of User Ratings and Reviews

Robust Functionality: Sage CRM offers a comprehensive set of features, including sales automation, marketing campaign management, and customer service tools, making it a powerful solution for managing various aspects of customer relationships.
Integrations: It integrates well with other Sage products, such as Sage accounting software, creating a unified business management ecosystem. This seamless integration streamlines data flow and provides a holistic view of business operations.
Reporting Capabilities: Sage CRM provides robust reporting and analytics tools, allowing businesses to gain insights into sales performance, marketing campaign effectiveness, and customer behavior. These insights enable data-driven decision-making and strategy optimization.
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Easy to Use: Users consistently praise Rethink CRM for its intuitive interface, making it easy to navigate and manage customer data, even for those with limited CRM experience.
Strong Reporting Capabilities: Rethink CRM provides robust reporting features, allowing users to gain valuable insights into customer behavior and sales performance, helping them make data-driven decisions.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Rethink CRM's customer support team, providing timely assistance and resolving issues efficiently.
Affordable Pricing: Rethink CRM offers competitive pricing plans, making it an attractive option for businesses of all sizes, especially those with limited budgets.
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Price: Some users find the pricing to be a bit high, especially when factoring in additional costs for integrations or advanced features.
User Interface: The user interface, while generally considered usable, is not as intuitive or modern as some competing CRM solutions, which can lead to a steeper learning curve for some users.
Mobile App: The mobile app offers limited functionality compared to the desktop version, lacking some key features that users might expect in a mobile CRM experience.
Reporting: Creating custom reports can be time-consuming and may require technical knowledge, as opposed to a more user-friendly drag-and-drop interface.
Customer Support: While Sage CRM offers support, the quality and responsiveness of customer service can be inconsistent, with some users reporting slow response times or varying levels of support based on their location or size of their company.
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Limited Customization: Some users have found that Rethink CRM's customization options are limited, making it difficult to tailor the platform to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: Rethink CRM's interface can be complex and challenging to navigate, especially for users who are new to CRM software. This can lead to frustration and a longer time to get up to speed with the platform.
Lack of Mobile App: The absence of a dedicated mobile app can be a significant drawback for businesses that require access to their CRM data on the go. This can make it difficult to manage leads, track sales, and stay connected with customers while away from the office.
Integration Challenges: Rethink CRM may not integrate seamlessly with other essential business tools, such as email marketing platforms or accounting software. This can create data silos and make it difficult to get a complete picture of customer interactions.
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How can Sage CRM help your business grow from a sapling to a mighty oak? User reviews from the past year reveal a mixed bag when it comes to this customer relationship management software. A key strength is its user-friendliness, with many highlighting its intuitive interface and ease of use, even for non-tech savvy individuals. For instance, one user praised its straightforward navigation on both iOS and Android devices. However, this simplicity comes at a cost, as some users find the software less suitable for larger enterprises due to potential scalability issues. One user specifically mentioned that while it's great for small firms, it can become tricky to use at larger ones. Another notable drawback is the lack of transparent pricing, requiring potential customers to contact sales for quotes, which can be a hassle when comparing costs with competitors like Salesforce. Despite these drawbacks, Sage CRM is lauded for its robust integration capabilities with other business software, including accounting and marketing automation tools. This seamless integration allows for a centralized view of customer data and streamlines various business processes. Ultimately, Sage CRM seems best suited for small to medium-sized businesses seeking an easy-to-use CRM solution with solid integration options. However, larger enterprises or those requiring advanced features might find its limitations a deal-breaker.

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Rethink CRM: Is it a game-changer or just a rehash of the same old CRM? User reviews for Rethink CRM paint a picture of a product that is a breath of fresh air for real estate professionals who are tired of clunky, outdated CRM systems. Users rave about its intuitive interface, which makes it easy to navigate and use, even for those who are not tech-savvy. They also appreciate the robust features that allow them to manage their contacts, deals, and tasks efficiently. Rethink CRM's ability to connect data points, such as properties, proposals, and contacts, is a major selling point for users who are frustrated with the limitations of spreadsheets. This feature allows them to gain a comprehensive view of their business and make better decisions. However, some users have expressed concerns about the lack of mobile app functionality, which can be a major drawback for those who need to access their CRM on the go. Additionally, some users have reported that the customer support could be more responsive. Despite these minor drawbacks, Rethink CRM is a powerful tool that can help real estate professionals streamline their operations and close more deals. Rethink CRM is most suited for real estate professionals who are looking for a user-friendly and powerful CRM system that can help them manage their business more effectively. It is particularly well-suited for teams that are tired of using spreadsheets and are looking for a more sophisticated solution.

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