Sage CRM Review

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Sage is a software business that helps businesses with everything from accounting in order to HR.  

As a result, its CUSTOMER RELATIONSHIP MANAGEMENT tool is not the primary focus, and it’s not one of the best obtainable.  

Although it has helpful advertising, sales, and customer support capabilities, Sage CUSTOMER RELATIONSHIP MANAGEMENT falls behind in integrations and fails to present a clear prices advantage.

Sage CRM Pros and Cons


  • Plentiful email Marketing Features
  • Substantial customer Knowledge Bottom
  • Strong Sales Reporting
  • Lots of Compatible Products For Various other Business Needs


  • Unclear Prices
  • Insufficient Integrations
  • CRM Is Not Sage’s Priority
  • CRM Product Is not As Good As Sage’s Various other Products


Sage CRM is not among the top CRM software program tools available. Sage has a variety of company solutions, and its CRM tool is not the primary focus.  

While this tool has powerful capabilities, its pricing can be unclear, and it does not have many third-party integrations. Some stronger CUSTOMER RELATIONSHIP MANAGEMENT software tools consist of HubSpot, Salesflare, and Zoho CRM.

These tools do every thing Sage CRM really does, often doing them better, plus they possess upfront pricing, powerful integrations, and their own companies are more focused upon CRM software specifically.  

Sage CRM Team Dimension

Sage CUSTOMER RELATIONSHIP MANAGEMENT is intended for businesses with 100 employees at most. It has sufficient capabilities for the middle size business range, but it’s not as complex as an enterprise CUSTOMER RELATIONSHIP MANAGEMENT.  

All of us appreciate Sage’s authenticity when specifying the target audience size. Some CRMs advertise “one-size-fits-all” but end up inadequate because they try to be everything to everyone.  

Larger businesses with hundreds of employees or more should consider a CRM like HubSpot or Salesforce rather than Sage. For solopreneurs and micro-businesses below 10 employees, Apptivo’s Starter plan is a suitable alternative.

Sage CRM Abilities

Customer relationship management is a hazy term. CRMs cover everything from marketing and product sales to customer service and project management. Sage CRM is focused upon marketing, sales, and customer service.  

On the marketing aspect, Sage CRM lets users track product sales opportunities and new leads. Users can plan marketing campaigns, manage them with several channel, and track their results.  

After a marketing campaign is usually complete, users can run campaign reports, showing statistics such as clicks, unsubscribes, and open rates. Sage CRM also has email automation letting customers send surveys to their contacts and create contact lists based on their responses.  

According to Sage, the CRM has increased customers’ sales team productivity simply by up to 40%. The intuitive sales confirming lets users forecast business performance, rapidly make informed decisions, and track important opportunities in the pipeline.

Its mobile app lets associates access customer home elevators the go. Sage also claims its CRM has boosted customer satisfaction by up to 25%.  

With Sage CUSTOMER RELATIONSHIP MANAGEMENT, team members can keep track of customer service metrics such as resolution time, history, and call quantity. Its knowledge bottom is a centralized system where users can efficiently store and access valuable customer service information and options.  

With regards to CRM capabilities, Sage does not disappoint. It offers valuable tools just for businesses that need help with email marketing, sales productivity, and customer satisfaction.  

Sage CRM Integrations

When managing customers plus leads, having to navigate between multiple platforms is not efficient. CRMs address this issue by providing integrations so different tools can be accessed from the same platform.  

Sage CRM integrates along with MailChimp, allowing customers to create and track email campaigns. Users can send up to 2, 000 emails free of charge through the MailChimp integration. It provides email templates and allows customers to customize their very own.  

Sage CRM also includes integrations with CRM With each other, Greytrix, My CUSTOMER RELATIONSHIP MANAGEMENT Manager, and TimeLinx products.  

However , Sage CUSTOMER RELATIONSHIP MANAGEMENT is severely inadequate third-party integrations when compared with its competitors. In contrast, HubSpot has over 500 integrations and it is adding more every month.

Sage CRM Cost

Sage does not list its CRM price directly on its website. According to the research, Sage CUSTOMER RELATIONSHIP MANAGEMENT pricing is extremely complicated and involves license fees, monthly payments, plus annual support programs. The price varies depending on number of users, functions needed, and servers used. To learn what your price would be, you’ll need to get in touch with Sage directly for the quote.

We understand there are benefits that come with delaying the particular discussion of prices. However , most CRM providers are clear with their pricing programs up front. We think Sage CRM’s pricing is too complicated and ambiguous, especially for a CUSTOMER RELATIONSHIP MANAGEMENT that positions by itself as straightforward and easy to use.

Sage Intacct

Sage Intacct is a impair solution for economic management. It’s suggested by credible gamers in the financial market and is one of the best products Sage has to offer. If you want financial management together with your CRM providers, Sage Intacct can make Sage CRM a stronger potential option.  

Sage Intacct was constructed by financial specialists and is intended for forward-thinking financial leaders. The AI-powered system offers three financial leadership modules that will take you from historian to real-time CFO to data scientist.  

This adjustable tool could be integrated with ADP, Salesforce, and other impair services. It helps easily simplify a business with its HR, planning, analytics, and financials. The Interactive Visual Explorer allows users explore the live financial data and includes more than 200 pre-existing pictures.  

The particular pricing of this item varies based on your industry and company needs. You can contact Sage directly for any quote.  

Sage Accounting

Sage Accounting is a bookkeeping software designed for small businesses. It has invoicing, remote access, and automation features that will help improve cash flow and ensure faster payments. As with Sage Intacct, if you need accounting support in addition to CRM services, Sage might be a good business for you.

Sage Accounting is an straightforward cloud-based software that could be set up on any device. It allows users automatically set up, send, and track invoices. It also enables users to generate customized estimates and estimates depending on the customer.  

Admin tasks could be automated, and payments and expenses could be auto posted from connected accounts. Regarding easy collaboration, this is often shared with a user’s account or team. Sage Accounting can be connected to Stripe pertaining to easy payments. This enables users to include the convenient “Pay Now” button on bills.  

It has a helpful dash that lets users view monthly money flows and stay informed on balances. AutoEntry lets customers capture and posting receipts and bills. Users can link their bank accounts to Sage Accounting to automatically track income and expenses.

Sage Accounting is definitely broken down into 2 plans. Sage Sales Start is intended for solopreneurs and micro-businesses, and it costs $10 per month. It includes automated bank reconciliations, bill sending, and financial debt tracking.

The Sage Accounting plan is for small businesses and costs $25 a month. Some of its functions include cash flow forecasting, unlimited users, plus quote and estimation sending.  

To sweeten the deal, Sage throws within 24/7 customer support, the 30-day free trial, and a one-on-one session with a Sage Accounting professional. Sage Accounting has all the basics and it is more affordable than rivals like QuickBooks. If you want more advanced accounting functions, QuickBooks or FreshBooks may be a better option.

Sage Company Cloud X3

Sage Business Impair X3 is a software program designed for production administration, supply chain management, and financial management. It is intended for set up businesses aiming for a lot more adjustability, insight, plus efficiency. If your business needs to dovetail these tasks with your CRM, Sage could be a wise decision for you.

Sage X3’s supply chain administration uses inventory status monitoring to meet client demand and keep issues running smoothly. This helps with sales management, customer service, purchasing, and inventory management.  

Its monetary management tools focus on fixed assets, monetary reporting, accounting, and budgeting. Sage X3 has personalized workspaces and an user-friendly mobile app. Sectors it specializes in consist of food and beverage, under the radar manufacturing, process production, services, chemicals, and distribution.  

Sage X3 combines with apps such as Prophix, Avalara, Datalinx, and Altec to assist grow businesses. Research conducted by the Forrester Total Economic Influence (TEI) revealed the standard investment payback time for Sage X3 is only six months, as well as overall ROI is certainly 213%.  

Sage Business Impair X3 is personalizable and serves various industries. Therefore , it is pricing varies depending on your business needs. Sage offers a free demo of the product and can be contacted intended for pricing specifics.  

Sage People

Sage People is a flexible people management and impair HR software. It is often ranked the top people management and HR system by Salesforce and has end users in over 150 nations. Again, this is a product that can make Sage more valuable for your business as a whole, or even if you need both HUMAN RESOURCES and CRM solutions.

Even if an organization has locations in various countries, its compliance can all become handled from one source via Sage People’s tracking of local regulations. For recruiting, Sage People has talent acquisition software program. It uses automatic verification and advertising to help make the recruiting process more effective.  

Its attendant and keep management allows customers to track their labor force in every location. Just for compensation management, Sage People integrates with third party apps such as benefit carriers and multiple payrolls. It also includes features such as goal setting, performance evaluations, and talent administration.  

The cost for Sage People varies depending on your business needs. Contact Sage for a demo of the product before purchase.  

Should you be in an organization with multiple locations plus need a way to control your HR, Sage People is an excellent option. It has been backed by credible companies and it is suited for global businesses as well. If your company only has one particular location, this is not an essential purchase.


It’s difficult to get aspects of Sage CRM that separate this from its competitors. It meant for small in order to midsize businesses has capabilities, but it does not have integrations and has difficult pricing. Sage is an incredibly successful and powerful software corporation, but we can not say the same regarding its CRM tool.

As referred to in this article, Sage has a wide range of acclaimed products to help with many methods from HR to information systems and financial administration (and more– we couldn’t even list all of Sage’s other products here). We’d have no problem recommending any of these options.  

The problem is, Sage’s CRM product simply doesn’t live up to their own standards. It is merely outmatched by competitors like Zoho CUSTOMER RELATIONSHIP MANAGEMENT, Pipedrive, and HubSpot. So while there are award-winning Sage products that could be a perfect match for your business, we all recommend looking elsewhere if all you need is definitely CRM software.  

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