Features, price, advantages and disadvantages

Sage is a provider of a multitude of cloud business solutions, including a customer relationship management tool. Sage CRM specifically caters to small and medium-sized businesses and offers four main solutions within the tool: service, sales, marketing, and integrations. The tool can help businesses organize their customer service, accelerate sales productivity, target high-value leads, and get a complete view of their customer activity across the company.

Sage CRM offers an on-premises and cloud solution and supports a variety of business types, specifically in the construction industry. There are still other options to consider that offer similar or more advanced sales and marketing features, including providers with more upfront pricing to help evaluate the right solution for your business.

Prices

Sage does not reveal its pricing information in advance. This is sometimes the case with CRM providers. This makes it difficult to review the software and compare your solution to the pricing tiers to better understand its value and value.

PREMIUM: Choose the right CRM for your organization.

Instead of seeing pricing tiers, pricing models, or free trials available, Sage CRM gives users the option to contact you directly by phone or submit a form with basic information like email, name, and organization to receive a call from your team. of sales.

Sage CRM Key Features

Group segmentation

Sage CRM users can create groups of prospects or ongoing projects (Figure A). Group details can include the name, description, group and entity type, and what other users can access the group. This feature allows organizations to filter and segment projects based on territories, opportunity types, and more.

An additional unique feature within this offering is: while viewing the details of a group, users can assign new tasks to the group or even send a mass email to each group leader. For example, if a company creates a group of customers who purchased a specific product, it could send a mass email to those customers announcing that an update is being rolled out for that product from a dashboard.

Management of quotes and orders.

Users can easily pull product catalogs and create new quotes for customers from pre-built templates (Figure B). Not only can Sage CRM users make and send quotes quickly, but the platform also offers the added feature of being able to fully customize quote details, such as where you get prices from, such as wholesale or retail catalogs. And if the customer requests a quote for a custom product, users can enter new text in the quote summary to tailor it to their exact needs.

Native integrations

Sage offers a complete enterprise cloud of finance, payroll, real estate, human resources and business management products. This extensive product catalog also includes a special native accounting tool called Sage 50 Accounting (Figure C). It is an additional desktop accounting software with cloud connectivity, giving users a 360-degree view of their finances and inventory. This unique native tool and the others can be purchased and integrated into CRM software.

Calendar

Sage CRM offers an internal calendar tool for users to plan client meetings and activities, as well as task planning (Figure D). Sage CRM software offers two unique calendar views: My CRM mode, which allows users to work on tasks and appointments assigned to them and their colleagues, and Team CRM mode, which allows users to work on tasks and appointments assigned to teams. or entire departments.

Pros and cons of Sage CRM

Alternatives to Sage CRM

Sage CRM specifically highlights how it can support small and medium-sized businesses, but falls short of its scalability to support enterprise-level organizations. Because of this, it makes more sense to compare it to CRM software that offers the same core features but also provides that extra scalability.

Therefore, it's worth taking a look at popular providers like HubSpot, Pipedrive, and Salesforce when considering a smaller provider like Sage CRM.

*Price when billed annually.

HubSpot

HubSpot is an industry-leading CRM tool with a mix of free and premium sales and marketing features. Both HubSpot and Sage offer a full suite of standalone solutions and software that users can purchase to create a custom mix of tools. Compared to Sage CRM, HubSpot is one of the top free CRM tools that also offers even more customization with open source software integrations, making it a great option for startups and small businesses.

SEE: Head to our HubSpot review to learn more.

Pipedrive

Pipedrive is a more sales-focused, low-cost software that offers robust pipeline management. Both Sage CRM and Pipedrive provide resources on how it can be implemented in particular industries, specifically construction and real estate. Compared to Sage CRM, Pipedrive offers a more intuitive user interface with highly visual pipelines for users to track project progress and sales.

SEE: To learn more about this provider, read our Pipedrive review.

Sales force

Salesforce is an AI-powered sales CRM tool with advanced technology and reporting features. Both CRM software can support international clients with currency and language settings. Compared to Sage CRM, Salesforce allows for more general scalability and can meet the unique needs of a larger business organization.

SEE: To learn more about this CRM solution, including features and pricing, check out our Salesforce review.

Review methodology

I used an internal rubric to grade and review Sage CRM. The rubric consists of defined criteria for the most important factors when evaluating or considering a CRM vendor. I relied on and referenced Sage's own online resources, as well as comments, ratings and reviews from real users.

Below are the weighted criteria used to rate Sage CRM:

• Cost: It weighted 25% of the total score.
• Main features: It weighted 25% of the total score.
• Customizations: It weighted 15% of the total score.
• Integrations: It weighted 15% of the total score.
• Easy to use: It weighted 10% of the total score.
• Customer Support: It weighted 10% of the total score.