THE GOOD

Familiar navigation system:

Sage CRM has a classic browser-based interface with tabs across the top and navigation menus with images down the left side. From there, you search, create a new record, view your or your team's CRM, and go to the reports home page or the marketing work area. You can also click on Administration to perform tasks such as managing users, customizing entities within the system, managing data, and configuring documents and reports. At the top of the left panel is a Recent tab that drops down with a list of recent places you've been in the system.

Interactive dashboard:

The dashboard is essentially your splash page. You can view the dashboard in a classic format or interactively, and you can select a predefined dashboard for sales, marketing, or customer service, or a dashboard of your own creation. You can add up to six components to any dashboard. For each component, you have the ability to minimize, maximize to full screen, or perform an action such as adding more columns to a report. The ease of use, interactiveness, and customizability give Sage's dashboard an above-average quality rating.

Marketing campaign creation with details:

What's different about Sage's campaign management feature is that it enables you to create campaigns with finer details. There are "waves" and "wave items" that you create within any given campaign, enabling you to track and manage every element. You can run an analysis at any point to see how many opportunities and leads were captured for each item.

Solid support options:

When you subscribe to Sage CRM, you gain standard support options for technical issues via phone, web, email, and live chat. Phone support is available from 6:00 a.m. to 5:00 p.m. PT, Monday through Friday. Sage has remote diagnostic capabilities, enabling support analysts to diagnose issues firsthand by directly connecting to your CRM system. There is a 48-hour response time, and the standard allowance is five cases per user per month via phone, email, or on the web. You can upgrade to the gold support plan for an unlimited number of cases.

Affordable full-featured CRM:

At $39 per user per month, Sage CRM is one of the most cost-effective on-demand CRM products on the market today. It provides enough features to allow a small- or medium-sized business to accomplish what it needs to. Plus, the company behind the product is globally recognized and maintains a solid reputation.

THE BAD

Limited integration capabilities:

Reports are only exportable in CSV, which means you can't export data to a spreadsheet for further analysis or export the report in a printer-friendly view. Most CRM applications enable the ability to export reports to additional formats such as XLS and PDF. Also, Sage CRM is unable to integrate with email applications other than Outlook. One of the keys to success for any CRM is the ability to perform most tasks inside the CRM. Having to navigate out of the the system for email adds an extra step that isn't ideal.

No competitor tracking:

Most CRM software enables you to track your competitors' information, such as their strengths and weaknesses, which in turn allows you to track your own progress. This is an essential feature in helping you automate your sales process which Sage has yet to provide.

Mass deletion of data unavailable:

You are unable to select multiple records to delete, nor is there a batch deletion tool. This is time-consuming if you're faced with having to delete multiple records, and the time spent completing such a tedious task adds up over the long term, which can negatively contribute to your company's bottom line.

THE DETAILS

Details
Contract Agreement Annual, Month to Month
Data Storage Contact Company
Free Trial 30 days
Monthly Rate $45/user
Number of Users Unlimited

FEATURES

Title
  • Case Management You can create, track, and manage customer cases.

  • Computer Telephony Integration (CTI) Computer Telephony Integration (CTI) is enabled for this product. At a minimum, this allows you to manage incoming and outgoing calls.

  • Knowledge Base You can publish a knowledge base to contain solutions to be shared with users in your organization and customers.

  • Self-Service Portal You can provide online support for your customers through a self-service portal.

  • Solutions You can create, view, and manage solutions used to solving customer cases.

  • Web-to-Case You can capture a customer case online through web forms on your website.

  • Email-to-Case You can capture a customer case from email.

  • Service Contracts You can create, track, and manage service contracts - which is an agreement between you and your customers.

  • Campaign Activities You can create activities, waves, or hierarchies within a marketing campaign.

  • Campaign Cloning You can easily clone or copy an existing marketing campaign.

  • Campaigns You can plan, create, track, and manage marketing campaigns through the CRM application.

  • Email Templates You can utilize pre-defined email templates or create your own.

  • Mass Emailing You can send a mass email message to multiple recipients.

  • Web-to-Lead Forms You can create and publish forms on your organization's website to gather information and capture new leads.

  • Campaign Wizard You can get step-by-step guidance in creating marketing campaigns.

  • Campaign Metrics Reporting You can get reporting on campaign metrics such as: ROI, bounce emails, unique emails open, total email click-throughs, unique email click-throughs, and click-to-open rate.

  • Charts You can create, edit, and view charts with data from the CRM application.

  • Customizable Dashboards You can customize dashboards.

  • Custom Reporting You can create, edit, and view reports with data from the CRM application.

  • Dashboards You can view data through dashboards.

  • Drill-Down Capable You can drill down on a report or chart to see the data set used.

  • Export Reports You can run and export reports from the CRM application. Typical report formats are CSV, PDF, and XLS.

  • Multiple Report Types You can view a report in different formats. These formats include tabular, summary, or matrix.

  • Pre-Built Reports The product comes stocked with pre-built reports.

  • Report Builder You can set up new reports or existing ones through a report builder.

  • Sales Reports You can report on opportunities and leads.

  • Support Reports You can report on cases and solutions for your organization.

  • Analytic Snapshot You can report on and view historical data.

  • Scheduled Reports You can schedule a report to run daily, weekly, or monthly. Some products also have the functionality to email the report to you automatically.

  • Account Management You can create, track, and management accounts.

  • Activity Tracking and History You can track current and historical activities for a record, such as accounts, contacts, and leads.

  • Competitor Tracking You can track competitors' strengths and weaknesses for your opportunities.

  • Contact Management You can create, track, and management contacts.

  • Customizable Sales Forecasting You can customize sales forecasts.

  • Customizable Sales Process You can customize sales processes for your organization.

  • Document Library You can store files in the document library. These are files that are often shared with your contacts and accounts.

  • Lead Management Leads are potential customers. You can create, track, and manage leads in the CRM system.

  • Lead Routing You can route leads to the appropriate person or team.

  • Lead Scoring You can score leads.

  • Multiple Currencies Your administrator can set up your CRM system to use multiple currencies.

  • Opportunity Alerts You can set up alerts to monitor deals from opportunities.

  • Opportunity Tracking You can track and manage opportunities, which are sales or pending deals, for your organization.

  • Product Catalog You can create, track, and manage products and price lists.

  • Qualify and Convert Lead You can qualify and convert a lead to an account, contact, or opportunity.

  • Quota Management You can set and monitor sales quotas for your sales representatives.

  • Quotes You can create and share quotes for customers.

  • Sales Forecasting You can create and generate sales forecasts to see what your expected sales revenues are.

  • Assets Assets are specific products your customers have. You can create, store, and manage this in the CRM system.

  • Contract Management You can create, track, and management business contracts.

  • LinkedIn You can integrate the product with LinkedIn, which enables you to view a contact record's profile from within the CRM application.

  • Microsoft Word You can integrate the product with Microsoft Word. This is useful for such tasks like creating mail merge templates with data from the CRM application.

  • Twitter You can integrate the product with Twitter, which enables you to view and join in on real-time customer conversations.

  • Facebook You can integrate the product with Facebook, which enables you to view a contact record's profile from within the CRM application.

  • Google Apps You can integrate the product with Google Apps.

  • Microsoft Excel You can integrate the product with Microsoft Excel.

  • Fields You can customize fields in the CRM application. Depending on the product, this can mean renaming, creating, or ordering fields.

  • Manage List Views You can customize list views in the CRM application to see a specific set of records.

  • Marketplace You can customize the CRM application by adding applications, either from the company or a 3rd party, through a marketplace or app store.

  • Personal Display You can change display options in the CRM application to personalize the user interface based on role.

  • Tabs/Modules You can customize tabs or modules in the CRM application. Depending on the product, this can mean renaming, creating, ordering, or grouping tabs or modules.

  • Formula Fields You can create formula driven fields in the CRM application.

  • API The product has an API feature that enables you to access your organization's information from the CRM application.

  • Data De-duplication You can identify, fix, and reduce duplicate data through data de-duplication.

  • Data Import You can import data into the CRM application. Most commonly in CSV or XLS formats.

  • Export Backup Data There is some level of monitoring functionality that enables you to track certain tasks like: bulk data load jobs, inbound emails, usage, or workflow queues.

  • Monitoring You can merge duplicate data.

  • Record Merge You can merge duplicate data.

  • Deleting Mass Data There is an option to export all of your data in the CRM application.

  • Microsoft Outlook You can view and send email from a Microsoft Outlook email within the CRM application.

  • Gmail You can view and send email from a Gmail account within the CRM application.

  • IBM Lotus Notes You can view and send email from an IBM Lotus Notes email within the CRM application.

  • Yahoo You can view and send email from a Yahoo email account from within the CRM application.

  • Blog There is a blog for the product.

  • FAQ There are frequently asked questions (FAQs) for the product.

  • Knowledge Base There is a knowledge base for the product.

  • Training Some level of online training is available for the product. Typically as courses or classes.

  • User Guides User guides are available for the product.

  • Videos Videos are available for the product.

  • Best Practices You can find best practices for the product. Typically in implementation of the product in your organization.

  • Webinars There are webinars for the product.

  • Access to Accounts You can access account records from the CRM application on a mobile device.

  • Access to Cases You can access case records from the CRM application on a mobile device.

  • Access to Contacts You can access contact records from the CRM application on a mobile device.

  • Access to Dashboards You can access dashboard(s) from the CRM application on a mobile device.

  • Access to Leads You can access lead records from the CRM application on a mobile device.

  • Access to Opportunities You can access opportunity records from the CRM application on a mobile device.

  • Access to Tasks You can access tasks from the CRM application on a mobile device.

  • Android You can access the CRM application with an Android phone.

  • Can Edit You can make edits to data in your CRM application on a mobile device.

  • iPad You can access the CRM application with an iPad.

  • iPhone You can access the CRM application with an iPhone.

  • Windows You can access the CRM application with a Windows phone.

  • Blackberry You can access the CRM application with a Blackberry.

  • Data Sharing Rules Data sharing rules enables administrators and/or users to grant access to defined sets of users.

  • Field-level Security Field-level security enables administrators to restrict view and edit access for certain fields in the CRM system.

  • Security Groups Administrators can create and manage groups in the CRM application. This may include groups based on location, department, or job profiles.

  • Territory Management Territory management enables administrators to grant access to accounts based on characteristics of the accounts. Often is used to structure sales territories.

  • User Management User Management enables administrators to perform certain tasks for users like create user, reset password, and assign permissions.

  • Email You can get assistance with customer or technical issues with a representative through email.

  • Forums A community for support with common product problems. Typically made up of users and product specialists from the company. Also known as "communities" or "answers".

  • Live Chat You can get assistance with customer or technical issues with a representative online through live chat.

  • Phone You can get assistance with customer or technical issues with a representative through phone support.

  • Social Media The company has a social media presence in Twitter, Facebook, and/or Google+. This could be a viable support channel for some products.

  • Tickets/Case You can get assistance with customer or technical issues by submitting a ticket/case/service request online, most commonly through a customer service portal.

  • Auto Response Rules You can create auto response rules to automatically send email responses based on a set of conditions.

  • Case Assignment Rules You can create case assignment rules to specify how cases are assigned to users or queues.

  • Custom Workflows You can create custom workflows to automate procedures and business processes.

  • Escalation Rules You can create escalation rules to escalate cases to users or queues if they are not resolved within a certain time period.

  • Lead Assignment Rules You can create lead assignment rules to specify how leads are assigned to users or queues.

  • Visual Workflows You can create workflows visually in diagram structure.

  • Sales Orders You can create and manage sales orders for customers.

  • Invoices You can create and manage invoices (customer bills).

  • Price Books You may sell products to customers at variable prices. Use price books to track and manage this.

  • Purchase Orders You can create, track, and manage purchase orders.

  • Vendor Management You can track and manage vendor information.

PRICING

Sage CRM Professional

Monthly Rate: $45/user
Number of Users: Unlimited
Data Storage: Contact Company

Comparable


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