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Sage CRM vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

ROI

Sentiment score
8.0
Sage CRM offers high ROI with excellent accessibility and reporting, but some find its licensing costly compared to cheaper alternatives.
Sentiment score
4.9
Zoho CRM improved efficiency, increased sales, reduced costs, and enhanced productivity through automation and real-time reporting, yielding measurable returns.
 

Customer Service

Sentiment score
7.4
Sage CRM customer service is effective, with highly-rated support and helpful resources, though response times can vary.
Sentiment score
6.6
Zoho CRM customer service varies, with mixed experiences on response time, communication, and agent knowledge, improving with higher-paid plans.
Sometimes, they don't understand what my actual needs are.
There are multiple blogs and articles available online for self-help.
We got very good help from the support team and their response was very prompt.
 

Scalability Issues

Sentiment score
6.7
Sage CRM is scalable, contingent on team configuration, supporting 80 to 105 users with high user scalability ratings.
Sentiment score
7.8
Zoho CRM is scalable, accommodating small and medium enterprises well, though it may not suit very large enterprises.
The platform's global data centers across regions such as the US, EU, and India ensure data security and privacy through ISO certification and strong role-based security, which is essential for handling sensitive customer data.
Zoho CRM has been scalable without challenges for me.
Zoho CRM is quite scalable; I have worked with clients who started with ten companies and have scaled up to managing 500 employees effectively within Zoho CRM.
 

Stability Issues

Sentiment score
8.4
Sage CRM is highly praised for its reliability and stability, with long-term users consistently rating it eight to nine out of ten.
Sentiment score
7.7
Zoho CRM is praised for stability and reliability, with minor speed issues and valued transparency in platform performance.
Zoho CRM guarantees 99% uptime, with downtime incidents being very rare.
It is usually compliant with data regulation laws and is HIPAA compliant.
I find Zoho CRM to be 100% stable and reliable as far as I know.
 

Room For Improvement

Sage CRM requires interface enhancements, faster support, better reporting, improved integrations, and updated features for modernization and efficiency.
Zoho CRM users seek better customization, integrations, UI enhancements, and support, with concerns about cost, scalability, and stability.
The platform does not save code versions similar to GitHub, where you can compare new versions with previous ones.
Banks and confidential organizations may need an on-premise solution.
The email support is really slow, but the in-app support is superb.
 

Setup Cost

Sage CRM is seen as cost-effective for enterprises but can be expensive, especially in Africa, with annual licensing fees.
Enterprise buyers consider Zoho CRM a cost-effective alternative to Salesforce, valuing its competitive pricing and flexible, cloud-based solutions.
Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium businesses.
In terms of pricing, there are a few competitors that are less expensive.
 

Valuable Features

Sage CRM excels in customization, integration, and functionality, offering robust management, reporting, and scalability for enhanced customer and employee tracking.
Zoho CRM offers customization, strong analytics, integration, and support, making it ideal for SMEs seeking a flexible platform.
The most valuable feature I have found in Zoho CRM is custom functions. You can achieve anything with it. From integrations with other applications, it is instant.
The most valuable aspect of CRMs, including Zoho CRM, Salesforce, and Microsoft Dynamics, is automation capabilities.
Zoho CRM has many valuable automation features such as auto-reply, auto-mail, and reminders for customers about last offers and upcoming processes.
 

Categories and Ranking

Sage CRM
Ranking in CRM
32nd
Average Rating
7.8
Reviews Sentiment
7.1
Number of Reviews
8
Ranking in other categories
No ranking in other categories
Zoho CRM
Ranking in CRM
4th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
58
Ranking in other categories
Opportunity Management (5th), Sales Force Automation (3rd)
 

Mindshare comparison

As of September 2025, in the CRM category, the mindshare of Sage CRM is 0.4%, down from 0.6% compared to the previous year. The mindshare of Zoho CRM is 1.8%, down from 4.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Market Share Distribution
ProductMarket Share (%)
Zoho CRM1.8%
Sage CRM0.4%
Other97.8%
CRM
 

Featured Reviews

Samuel Benavides - PeerSpot reviewer
Useful employee and client monitoring, reliable, and good online support database
I would encourage people to use this solution. Sage CRM is effective because it allows for all communication, transactions, cases, opportunities, and leads to be accessed by team members. This means that even if an individual is absent, the team can still respond to clients, customers, or suppliers in a timely manner. As a result, there is a high level of efficiency in decision-making and time management with the use of CRM. It is highly flexible. I rate Sage CRM an eight out of ten.
NaveenKumar S - PeerSpot reviewer
Zoho CRM improves lead conversion with AI assistance but could have better technical support
Zoho Zia has helped our lead conversion process by serving as a private AI of Zoho CRM that assists in boosting lead conversation by analyzing customer data, predicting outcomes, and automating workflow follow-ups. Regarding how Zia helps with lead conversion, there's lead scoring and conversion predictions, sentiment analysis, and workflow suggestions. For lead scoring, Zia analyzes past lead conversation patterns and assigns scores to new leads, and high score leads get prioritized for faster follow-up. In terms of conversation predictions, Zia predicts the probability of lead conversion based on demographics and engagements, helping the sales team focus on the most promising leads. Another point is sentiment analysis, where Zia scans customer emails, chats, and notes to detect tones such as positive, negative, or neutral, guiding us on how to approach the leads better. For workflow suggestions, it recommends automated workflows such as sending emails and assigning tasks to agents, improving our engagements. Additionally, the conversational AI feature through Zia chatbot can interact with leads via website chat or capture details and push them into Zoho CRM automatically. The analytics and reporting features in Zoho CRM helped me understand sales patterns and customer behavior through standard reports that include pre-built reports for leads, deals, sales activities, and campaigns. We can customize reports as well, creating reports based on any module fields, and we can integrate with Zoho Analytics for direct capture of reports from our modules. We can merge leads reports to contact reports using SQL, allowing for effective sales funnel tracking to identify drop-offs and optimize conversation strategies. Auto-generated reports are also available for daily scheduling, ensuring that admin receives daily basis reports through automation. With advanced BI features such as drag-and-drop dashboards and predictive analysis using pivot tables, we can create insightful dashboards while pulling CRM and external data from sources such as Google Ads and Facebook Ads for unified analytics. The automation capabilities in Zoho CRM have helped streamline our organization's sales and marketing tasks by handling repetitive tasks such as sending follow-up emails, assigning leads, and updating fields. For example, if a lead score is greater than 80, it automatically assigns that record to the senior sales representative. There are also blueprint options to define the step-by-step sales process, ensuring every sales representative follows the same process. Automation includes assignment rules, lead scoring, priority load options, sales signals, macros, and territory management, which automatically routes leads based on geography, revenue, and industries. Additionally, deal stage automations trigger actions when a deal moves stages, such as sending a contract when it moves to negotiation. For marketing, there are tools for email campaign automation, behavior-based triggers, campaign to lead sync, and social media automations. The overall benefits I have seen from using Zoho CRM include centralized customer data, where all customer interactions are visible in one place, providing a 360-degree view. Improved lead conversations through AI-powered scoring and automation helps us focus on the right leads, with end-to-end sales automation managing tasks from lead capture to deal closure, thereby saving time on repetitive tasks. This leads to better marketing ROI, as we can track campaigns, ad spend, and lead sources, connecting marketing efforts to revenue. Enhanced collaboration through shared notes, tasks, and role-based access enables teamwork within our internal users and sales teams, contributing to customer satisfaction. Moreover, Zoho CRM is scalable and customizable, adapting to startups, SMBs, and enterprises with its flexible modules and fields. Lastly, it is cost-efficient compared to Salesforce and HubSpot while including a wide range of features.
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Top Industries

By visitors reading reviews
Computer Software Company
28%
Comms Service Provider
10%
Government
10%
Manufacturing Company
10%
Manufacturing Company
9%
Computer Software Company
8%
University
7%
Comms Service Provider
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business3
Midsize Enterprise3
Large Enterprise2
By reviewers
Company SizeCount
Small Business44
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

What do you like most about Sage CRM?
The solution's technical support is fast to respond.
What needs improvement with Sage CRM?
The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement.
What do you like most about Zoho CRM?
Zoho CRM integrates easily with customer service workflows.
What is your experience regarding pricing and costs for Zoho CRM?
Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium businesses.
What needs improvement with Zoho CRM?
The main improvement needed for Zoho CRM is introducing SQL code for reports, similar to what's in Zoho Analytics. Zoho CRM's support can improve significantly, although it's designed to require mi...
 

Comparisons

 

Overview

 

Sample Customers

Avis, Fuji Xerox, Formula 1
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about Sage CRM vs. Zoho CRM and other solutions. Updated: September 2025.
867,676 professionals have used our research since 2012.