What is Sage CRM?

Boosting customer loyalty and increasing revenue is achievable with Sage's cloud-driven CRM solutions. CRM, which stands for Customer Relationship Management, is an approach that facilitates the tracking and management of interactions with prospects, leads, and current customers at every stage of a company's sales cycle. While ERP systems focus on streamlining business operations, CRM tools are specifically tailored to enhance customer engagement. By automating and organizing communication and activities across various customer-facing departments—such as sales, marketing, and customer support—CRM software enables organizations to deepen their customer relationships. The integration of cloud-based CRM systems adds an element of automation that significantly enhances operational efficiency and effectiveness. Moreover, having all customer interactions centralized in one platform allows your team to nurture and sustain these relationships throughout the entire customer journey. A well-implemented CRM system not only drives sustained growth but also elevates customer satisfaction. Ultimately, investing in such technology is a strategic move to ensure long-term success in today’s competitive landscape.

Pricing

Price Starts At:
$45 per user per month
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Sage Software
Company Location:
United States
Company Website:
www.sagesoftware.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Sage CRM Categories and Features

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

More Sage CRM Categories

Sage CRM Customer Reviews

Write a Review
  • Reviewer Name: Sarah E. B.
    Position: Investigator
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sage CRM is a very sophisticated client service

    Date: Apr 11 2021
    Summary

    Sage CRM is a highly intuitive CRM, with good working methodologies to apply with customers throughout any sales career. In fact, the main objective of the application is to improve the future sales plans that are created based on the strategies and interactions that have been carried out previously.

    Positive

    Sage CRM is a highly capable customer experience management software to guide us in the most important part of customer communication: the details. Within Sage CRM we can continually access all the contact details we assign to each customer, and review reports on past dealings.

    Negative

    We believe that it is not necessary to speak in negative aspects towards Sage CRM, which has remained a software with an adequate capacity to store customer information within the system and that no inconveniences occur when needing to update them due to any type of emergency or contingency that may arise.

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  • Reviewer Name: Steven R.
    Position: Senior Remote Freelance Content Writer
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sage CRM is a better CRM than we expected

    Date: Mar 29 2021
    Summary

    There are many ways to cover sales within Sage CRM, and it is because of this that we can safely employ it so that problems do not occur during open sales processes with various customers. It is very reassuring to be able to communicate with customers whenever you want to, as doing so builds trust with each customer.

    Positive

    Sage CRM serves to make adapting to new and improved mechanics of working with customer requests relatively easier to achieve, allowing us to better configure the quality of communication that is generally handled with the public, and the optimization of the support offered to them.

    Negative

    All the information that is recorded from the contacts requires consent on their part, which despite proving to be positive for the realization of legal processes, is a drawback at the time of not wanting to have certain customers but still store their data for future applications of sales plans that we have.

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  • Reviewer Name: Kellen W.
    Position: System Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sage CRM Review

    Date: Feb 24 2021
    Summary

    Handling all CRM related issues has been easy thanks to Sage CRM. It is an effective solution and it offers many great features.

    Positive

    Sage CRM is mostly all about 'positive energy'
    Implementation is straightforward and so is using and managing the tool.
    The many features and ease of integration and scaling makes the tool irresistible.

    Negative

    While Sage CRM is great, it comes at a very high price compared to other similar solution.

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  • Reviewer Name: Kelly C.
    Position: Independent Contractor Hearing Examiner
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sage CRM adapts to our interaction needs

    Date: Mar 22 2021
    Summary

    Thanks to the stable synchronization technology that Sage CRM includes, job data can be updated on all computers connected to the same account, so that colleagues can review sales updates and better coordinate their strategies for finding new customers.

    Positive

    Sage CRM can be implemented without the need to be connected to the internet: even though the information proposed by other vendors, and customer requests would not arrive until the connection is restored, it is entirely possible to keep working by manually updating customer and sales data, or managing documentation.

    Negative

    The only problem found in crm is its lack of ability to optimize the platform in relation to the type of screen being used, having to choose to change the display mode manually every time you go to work on the platform so that no problems occur. Referential customer data takes a long time to be deleted.

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  • Reviewer Name: Jason K.
    Position: Social Media Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sage crm proves to be a more complete CRM than the others

    Date: Mar 18 2021
    Summary

    Sage crm helps us to establish a much more direct communication link with our clientele, where having access to their information is a process that happens much faster. In any case, the platform contains tools for reviewing and configuring sales plans, which could be used to obtain business transactions at a much higher level, and based on these transactions, to obtain detailed and extensive reports about each of the stages of the transaction and its results.

    Positive

    By being able to include accounting operations within our customer management, it is no longer necessary to opt for the use of ledger-based software such as QuickBooks, as Sage crm and its figure management system, from which high-performance reports can be created in terms of detail, is sufficient to cover the entire daily work quota. With the proper configuration of the content chains, it is proven that sage crm is an efficient software not only for customer management, but also for conducting multi-dimensional sales transactions over and over again by creating plans based on past sales experiences. We recommend it.

    Negative

    Sage crm is an excellent product and demonstrates many different facets. We do not agree with derogatory opinions about our usage experience, as the software proved to be of a high quality level and showed positive results at all times. We are satisfied with our investment in the product.

    Read More...
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