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Sage Cloud-Based CRM Review 2024

Adaptable and customizable CRM for any client, anywhere
By Martha KendallBy Martha Kendall -
Last Updated: Jul 17, 2023
17,679 reviews
by
logo-SAGE
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Price
Quote-based
Free Trial
None
Integrations
Mailchimp, Zapier, Sage ERP, and more

Our Verdict

Is Sage Worth Signing Up For?

Sage CRM is a cloud-based Customer Relationship Management (CRM) tool produced by Sage, which has a long history of developing accounting and sales tools targeted toward the small business sector. It features both core CRM features as well as those designed to support marketing efforts, such as campaign tracking and automation.

Price
Quote-based
Free Trial
None
Integrations
Mailchimp, Zapier, Sage ERP, and more

Sage at a Glance

8.9
Editorial Score

Easy-to-use

Easy to use and visualize sales pipeline
10.0

Great for Small Businesses

Special features for small businesses like accounting for freelancers
9.5

Automations & Integrations

Private integrations with some companies, other integrations can be made through Zapier
9.1

Reporting & Analytics

Real-time insights, dashboard overview of activity, create custom reports
8.9

Customer Service

Help via email for all products
7.0

Sage Pros & Cons

PROS

Dashboard with overall business visibility
Document viewer to easily view all sales-related documentation
Totally cloud-based. No need for desktop software.

CONS

Limited support material available
Relatively niche CRM without Salesforce’s user community
Few details on pricing & features without requesting a callback

Top Sage Reviews

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Adrienne Cunningham
Fixed a problem with NEST uploading.
Fixed a problem with NEST uploading.
HM
Hamish Macdonald
Gordon Immediately supplied the exact…
Gordon Immediately supplied the exact right solution to my customer's issue
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Sunny V
Great accounting system for streamlined…
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Overview

Sage CRM is a cloud-based platform intended for the needs of the small business sector. It features an interactive dashboard that allows users to easily visualize the sales pipeline as well as all the other features that might be expected from a mature CRM tool. Sage CRM also makes it easy to identify sales trends such as monthly sales volumes. This helps businesses to identify potential lapses in profitability at the first opportunity. 

How Sage Works

Tools for Sales Teams

Sales teams can take advantage of the following to help manage their pipeline:

  • Easy visualization. The sales pipeline is the first thing presented as soon as users log in to the online environment. Color coding makes it easy to visually identify how much value is currently in each stage of the pipeline, such as top of funnel, negotiating leads, and qualified leads. 
  • Advanced search function to call up leads according to a myriad of criteria, including territory and segment
  • Target setting to help salespeople stay accountable
  • Activity view to easily track activity across the organization
  • A comprehensive lead management view lets users input details including lead stage, sales territory, and assigned team. 
  • Users can also associate leads with campaigns, making it easy to track return on investment (ROI for marketing efforts.

Tools for Customer Support Teams

Sage does not have any native customer support functionalities such as ticket receiving and tracking. However, organizations can choose to respond to customer issues raised directly through the CRM by simply using the email functionality to initiate outbound communication with them. 

To do this, users can access the ‘cases’ module in order to key track of specific issues.

Tools for Marketing Teams

Sage CRM also has a number of features designed for the needs of marketing teams. This includes:

  • Associating marketing campaigns with sales leads in order to keep track of ROI
  • Generating marketing reports within minutes
  • Comprehensive lead and opportunity tracking
  • Native integration with Mailchimp for creating marketing newsletters

Customization and Integrations

Sage CRM integrates with the following cloud providers to improve the efficiency of sales and marketing operations:

  • Mailchimp for email marketing
  • Zapier for connecting to other products that integrate with Zapier
  • Sage ERP

Additionally, many companies have developed private integrations with Sage CRM which they sell to their customers. These include:

The Hubspot - SageCRM connector developed by Codeless Platforms

Sage CRM - Sicon integration (in private development)

Additionally, Sage CRM allows users to customize the CRM to meet their unique business needs. For instance, users are able to customize the welcome/dashboard screen to refine the information that appears immediately after they log in.

Reporting and Dashboards

The main Sage user screen presents a dashboard overview of activity on the account, including a visual overview of the sales pipeline. 

Additionally, users can create custom reports and order them into categories. This makes it easy for groups of internal users to access specifically the information they require to keep track of the performance of marketing and sales teams. 

Sage CRM offers mobile apps for remote connectivity but these need to be downloaded from within the Sage Community user area. They are available to work on Android, iOS, and Windows Mobile. The apps allow users to access all the features in the web interface including inputting and accessing leads on the go. Mobile apps users are also able to associate SMS communications with leads to capture activity received on their device. 

Ease of Implementation and Use

Sage CRM deployments should ideally be configured by a skilled IT manager with knowledge of cloud infrastructure. The tool allows users to create granular access controls ensuring that only the right users have access to sensitive internal data.

Additionally, Sage offers a comprehensive guide for administrators which include detailed recommendations as to database maintenance plans to keep the system running at its best.

Sage Customer Support

Sage CRM offers customer service via email to customers of all its products, including CRM. Additionally, Sage Support Central offers a comprehensive suite of material designed to help users get the most of the solution—including support documentation, video tutorials, and a community forum called Sage City. 

Between all the various contact methods available, users should have no trouble in getting in touch with the right resource to solve their issue.

How Much Does Sage Cost?

Sage CRM subscriptions cost is quote-based. Additionally, third-party integrators can set up on-premises deployments for those uncomfortable with keeping all their business data in the cloud.

Prices have been recorded at $39-$69 per user per month. While the pricing puts Sage CRM out of the category of cheap consumer CRMs, for those that want a serious enterprise-ready tool, we think that it is a reasonable fee.

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Bottom Line

Sage may not be the cheapest provider on the market, but it’s a full fledged CRM trusted by some of the world’s leading brands. It’s certainly one to consider

Martha Kendall Custard writes for top10.com and is a conversion-driven marketer and B2B content creator who improves brand authority while making sales. She works with SaaS and software companies as well as digital advertising agencies to write strategic blog posts that drive traffic and convert.

Sage reviews

Excellent • Reviews 17,679
on
Excellent
84%
Great
7%
Average
1%
Poor
1%
Bad
7%
Sort by
AC
Adrienne Cunningham
21 hours ago
Fixed a problem with NEST uploading.
Fixed a problem with NEST uploading.
HM
Hamish Macdonald
21 hours ago
Gordon Immediately supplied the exact…
Gordon Immediately supplied the exact right solution to my customer's issue
SV
Sunny V
1 day ago
Great accounting system for streamlined…
Great accounting system for streamlined business!
KR
Kumudini Ravi
2 days ago
Very helpful.
Very helpful. Michael helped me to sort the issue.

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