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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage CRM

    Score8.9 out of 10
    Mid-Size Companies (51-1,000 employees)
    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.

    $33

    per month

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    Sage CRMWorkbooks
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    Sage CRMWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsTiered pricing is available for multiple users.—
    More Pricing Information
    Community Pulse
    Sage CRMWorkbooks
    Considered Both Products
    Sage
    No answer on this topic
    Workbooks Online
    Chose Workbooks
    Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM.
    Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! …
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Sage CRMWorkbooks
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.8
    17 Ratings
    Workbooks
    7.7
    9 Ratings
    Customer data management / contact management9.017 Ratings8.59 Ratings
    Workflow management8.616 Ratings8.27 Ratings
    Territory management8.517 Ratings7.79 Ratings
    Opportunity management8.917 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.016 Ratings6.49 Ratings
    Contract management8.614 Ratings7.29 Ratings
    Quote & order management9.016 Ratings7.68 Ratings
    Interaction tracking9.216 Ratings6.48 Ratings
    Channel / partner relationship management8.716 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.1
    16 Ratings
    Workbooks
    6.3
    8 Ratings
    Case management8.016 Ratings6.28 Ratings
    Call center management8.215 Ratings6.82 Ratings
    Help desk management8.214 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.7
    16 Ratings
    Workbooks
    7.3
    7 Ratings
    Lead management8.816 Ratings8.07 Ratings
    Email marketing8.715 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and Workbooks
    Feature
    Sage CRM
    9.0
    17 Ratings
    Workbooks
    7.5
    9 Ratings
    Task management9.016 Ratings7.77 Ratings
    Billing and invoicing management9.015 Ratings6.88 Ratings
    Reporting9.113 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.6
    17 Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting8.716 Ratings8.28 Ratings
    Pipeline visualization8.416 Ratings8.88 Ratings
    Customizable reports8.717 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.6
    17 Ratings
    Workbooks
    7.7
    8 Ratings
    Custom fields8.517 Ratings8.48 Ratings
    Custom objects8.516 Ratings7.67 Ratings
    Scripting environment9.016 Ratings7.56 Ratings
    API for custom integration8.314 Ratings7.57 Ratings
    Security
    Comparison of Security features of Sage CRM and Workbooks
    Feature
    Sage CRM
    8.7
    17 Ratings
    Workbooks
    7.5
    8 Ratings
    Single sign-on capability8.717 Ratings7.05 Ratings
    Role-based user permissions8.813 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM and Workbooks
    Feature
    Sage CRM
    9.4
    13 Ratings
    Workbooks
    6.6
    3 Ratings
    Social data9.513 Ratings6.03 Ratings
    Social engagement9.313 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Sage CRM and Workbooks
    Feature
    Sage CRM
    9.0
    14 Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation9.114 Ratings6.76 Ratings
    Compensation management8.912 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Sage CRM and Workbooks
    Feature
    Sage CRM
    7.8
    16 Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access7.816 Ratings4.27 Ratings
    User Ratings
    Sage CRMWorkbooks
    Likelihood to Recommend
    8.9
    (28 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    8.5
    (7 ratings)
    Usability
    8.9
    (11 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Performance
    8.2
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (8 ratings)
    8.2
    (1 ratings)
    In-Person Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    -
    (0 ratings)