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Buyer's Guide

Download the CRM Buyer's Guide including reviews and more. Updated: May 2022

What is Sage CRM?
SageCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution. It can be fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.
Sage CRM Customers

Avis, Fuji Xerox, Formula 1

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Sage CRM Pricing Advice

What users are saying about Sage CRM pricing:
"We have a yearly license."

Sage CRM Reviews

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Joseph Mofube - PeerSpot reviewer
Presales Engineer at a tech services company with 501-1,000 employees
Real User
Top 20
Fair pricing and good quoting features but needs better monitoring of transactions
Pros and Cons
  • "We have found the solution to be stable."
  • "With regards to monitoring the transaction with alerts, it could be better."

What is our primary use case?

The solution is basically a quoting tool that monitors a transaction. It's a transaction tool - from quote to invoice. 

What is most valuable?

The quoting feature is the most valuable aspect of the solution. The pricing is pretty fair. We have found the solution to be stable. Technical support hasn't let us down yet.

What needs improvement?

With regards to monitoring the transaction with alerts, it could be better.

For how long have I used the solution?

I've been using the solution for two or three years. It's likely closer to two years. 
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What do I think about the stability of the solution?

The solution is very stable. There are no bugs or glitches. It doesn't crash or freeze. It's pretty reliable. 

How are customer service and support?

We've never had an issue with technical support.

How was the initial setup?

I was involved in the initial setup and am a super-user. Anything new starts off a bit complex and then eases into becoming more easier.

What was our ROI?

We have seen a pretty good ROI so far.

What's my experience with pricing, setup cost, and licensing?

Our company is an enterprise and we use the solution for a multimillion-rand company. For handling the loads of money coming in and out, the price for an enterprise is good.

What other advice do I have?

I'd rate the solution a seven out of ten. If there was better monitoring of transactions, I'd rate it a bit higher.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: customer
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Managing partner at a tech vendor with 1-10 employees
MSP
Top 10
Very stable and helpful for opportunity management and lease management, but needs better interface and rapid support

What is our primary use case?

We use Sage CRM internally, and we are also a reseller of many Sage products. I use it to record the timesheet for collaborators, and I also use it to record all the opportunities with the customers.

We are using its latest version.

What is most valuable?

It has been helpful for opportunity management and lease management.

What needs improvement?

Its user interface could be better.

Their support could be more rapid.

For how long have I used the solution?

I have been using Sage CRM for 10 years.

What do I think about the stability of the solution?

It is very stable.

What do I think about the scalability of the solution?

It is scalable. We have less than 10 customers who are using this solution.

How are customer service and support?

They provide good support, but their support could be more rapid.

How was the initial setup?

It's a little bit complex. It took one hour. One or two people are enough for its deployment.

What's my experience with pricing, setup cost, and licensing?

We have a yearly license.

What other advice do I have?

I would recommend this product to other users who want to start using it.

I would rate it a six out of 10.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Buyer's Guide
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Updated: May 2022
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Buyer's Guide
Download our free CRM Report and find out what your peers are saying about Sage, Microsoft, Acumatica, and more!