Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.
The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$45
Per User per Month
WebCRM
Score 7.0 out of 10
N/A
WebCRM is a simple, cloud-based CRM for SMBs.
$23
Per Month Per User
Pricing
Sage CRM
WebCRM
Editions & Modules
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
$0
Lifetime License per Seat
WebCRM
$23.00
Per Month Per User
Offerings
Pricing Offerings
Sage CRM
WebCRM
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Tiered pricing is available for multiple users.
—
More Pricing Information
Community Pulse
Sage CRM
WebCRM
Features
Sage CRM
WebCRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Sage CRM
8.8
Ratings
13% above category average
WebCRM
-
Ratings
Customer data management / contact management
9.00 Ratings
00 Ratings
Workflow management
8.60 Ratings
00 Ratings
Territory management
8.50 Ratings
00 Ratings
Opportunity management
8.90 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.00 Ratings
00 Ratings
Contract management
8.60 Ratings
00 Ratings
Quote & order management
9.00 Ratings
00 Ratings
Interaction tracking
9.20 Ratings
00 Ratings
Channel / partner relationship management
8.70 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Sage CRM
8.1
Ratings
7% above category average
WebCRM
-
Ratings
Case management
8.00 Ratings
00 Ratings
Call center management
8.20 Ratings
00 Ratings
Help desk management
8.20 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Sage CRM
8.7
Ratings
14% above category average
WebCRM
-
Ratings
Lead management
8.80 Ratings
00 Ratings
Email marketing
8.70 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Sage CRM
9.0
Ratings
17% above category average
WebCRM
-
Ratings
Task management
9.00 Ratings
00 Ratings
Billing and invoicing management
9.00 Ratings
00 Ratings
Reporting
9.10 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Sage CRM
8.6
Ratings
13% above category average
WebCRM
-
Ratings
Forecasting
8.70 Ratings
00 Ratings
Pipeline visualization
8.40 Ratings
00 Ratings
Customizable reports
8.70 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sage CRM
8.6
Ratings
14% above category average
WebCRM
-
Ratings
Custom fields
8.50 Ratings
00 Ratings
Custom objects
8.50 Ratings
00 Ratings
Scripting environment
9.00 Ratings
00 Ratings
API for custom integration
8.30 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
Sage CRM
8.7
Ratings
5% above category average
WebCRM
-
Ratings
Single sign-on capability
8.70 Ratings
00 Ratings
Role-based user permissions
8.80 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Sage CRM
9.4
Ratings
25% above category average
WebCRM
-
Ratings
Social data
9.50 Ratings
00 Ratings
Social engagement
9.30 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Sage CRM
9.0
Ratings
20% above category average
WebCRM
-
Ratings
Marketing automation
9.10 Ratings
00 Ratings
Compensation management
8.90 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business