Sage CRM Reviews & Pricing

by Sage Group | Founded 1981, Newcastle upon Tyne, England

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Overview Pricing Benefits Reviews Features

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What is Sage CRM?

Industry Specialties: Serves all industries

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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Sage CRM Pricing

Based on our most recent analysis, Sage CRM pricing starts at $45 (Per User, Monthly).

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Starting From: $45
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Sage CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Sage CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Sage CRM Benefits and Insights

Why use Sage CRM?

Key differentiators & advantages of Sage CRM

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.

Industry Expertise

Sage CRM is suitable for companies across a wide range of industries. Its global client base of more than 14,000 can be found in sectors such as manufacturing, financial services, retail, distribution, IT, government, services, energy and gas, and the nonprofit field.

Synopsis of User Ratings and Reviews

Based on an aggregate of Sage CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.

Suite Support

North American support is available from 9:00 a.m. to 8:00 p.m. Eastern Time, Monday – Friday, holidays excluded. Certain support options require an active support plan with Sage Business Care.

Email: No support email is listed, but Sage offers a live chat feature. Users can also reach out to @SageSupport on Twitter or seek answers from the forums. The searchable knowledge base and blog provide self-service options.

Phone: Sage does provide support via phone.

Training: A variety of training choices and learning formats are available through Sage University. You can select from self-paced e-learning courses, several instructor-led training (ILT) methods or replays of previously recorded classes. Alternatively, a learning package offers bundled courses that can combine the various formats. Individual courses for the current iteration of Sage CRM cost anywhere from $39 to $769 and cover topics such as system admin, integrations and solution fundamentals.

Tickets: To submit a ticket, users must be logged in to their account.