Sage CRM Features

Explore what Sage CRM offers — from day-to-day workflows to advanced capabilities.

4 features

Sales Process Control

You control the entire sales process, from capturing leads to converting orders. Quoting functionality is created, updated and approved all within the CRM to avoid pipeline slowdown.

Marketing Execution Support

You segment contacts, measure lead source activities and send targeted email campaigns. It increases engagement and conversions.

Customer Support Management

Help desk software enables your team to record issues, update cases and track service history.

Reporting and Visibility

With custom dashboards and reports, teams manage pipelines, revenue forecasts, and track team performance.

What Is Sage CRM?

The platform allows you to save customer information, monitor interactions and track sales performance all in one tool.Sage CRM is a CRM management software built for small and mid-sized teams that need structure without enterprise-level complexity. It connects sales, marketing, and service teams around shared customer data.

You can connect it to email and ERP systems, along with accounting platforms which makes it a central hub for business operations. This reduces manual processes and improves collaboration. Teams can access customer data using desktops, tablets or mobile browsers so they can quickly respond and stay productive.Marketers plan campaigns, segment audiences and send emails using single application.

Sage CRM Pricing

Sage CRM pricing is as follows:

  • Cloud subscription is available from $69 per user per month
  • On-premise pricing begins at $1,495 per server
  • User licenses are $495 per user

Annual support plans are anywhere from 15 to 21 percent of retail pricingPrices depend on the deployment, number of users and level of support. If you want pricing based on the size of your business, you can request for a custom quote.

Users

Sage CRM provides support to SMEs in various industries. Typical users include:

  • Sales teams working leads and deals
  • Marketers managing email and campaign activity
  • Support case management by customer service teams
  • Managers tracking performance and forecasts

If you’re a growing company and require customer visibility with less training, then Sage CRM is a solid option.

Integrations

The platform integrates with:

  • Sage Intacct
  • Microsoft Outlook
  • Google Workspace
  • MailChimp

Data transfer is easy with these integrations. Contacts, orders, invoices and conversation history can be fully synchronized so that you have a unified business view.

How Does Sage CRM Work?

Sage acts as a central database where every customer interaction is recorded.

You put in leads, monitor opportunities, and progress of sales stages. It automatically logs emails, meetings and calls when you integrate it with your email platform.

Marketing departments create segmented lists and run targeted campaigns. Support tickets are managed by customer service teams and track resolution times. Managers track performance through dashboards and reports.Because the system is cloud-based and mobile-friendly, you can access data without installing separate apps.

Choose Sage CRM for High-Volume Sales Operations

It offers:

  •  A unified sales and customer database
  • Consistent sales forecasting and reporting
  • Integration with accounting, or ERP products
  • Defining workflows rather than complex automation
Contact and account management Included
Lead and opportunity tracking Included
Deal and sales pipeline visibility Included
Sales forecasting and reporting Included
Email and communication history tracking Included
Customer segmentation Included
Customer service and support tools Included
Social media interaction tracking Included

Pros

4
  • Best organic growth metrics, predictability and better-linearity
  • Mobile-friendly software for remote teams
  • Detailed reporting and analytics
  • Data protection and access control system

Cons

2
  • Marketing automation could be more advanced
  • Email limits may feel restrictive for heavy campaigns
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Sage CRM Reviews

Overall Rating

4

5 Review(s)

Rating Distribution

5

(0)

4

(5)

3

(0)

2

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1

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Rickell

Manufacturing

Ease of use
8
Value for money
8
Customer Support
9
Functionality
9

Understand your customers, and grow your business

Pros

Captures web form data, easily converts opportunities into quotes and sales orders, beneficial for field-based sales

Cons

Lacks integration features of other CRMs; missing social CRM and social media tools.

Raymond

Technology

Ease of use
8
Value for money
8
Customer Support
7
Functionality
6

I have used, repaired, and upgraded to new version

Pros

Auto-saves, follow-up reminders, customizable fields, detailed reports with extensive search, quick list ordering, email integration.

Cons

Compatibility issues with newer Windows versions; limited and expensive support for older ACT versions.

Mike

Manufacturing

Ease of use
8
Value for money
8
Customer Support
8
Functionality
8

Industry Standard so everyone uses it

Pros

Ability to create change proposals and track costs through change orders, linking everything together.

Cons

Lacks \"smart\" technology; doesn’t remember previously entered information, which can be frustrating.

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FAQs

Phone support is available with Sage CRM as well as online resources and documentation.

Sage CRM is accessible from a mobile browser and adapts automatically to smartphones and tablets.

The solution connects with Sage accounting systems, MailChimp, Microsoft Outlook and Google Workspace.

Sage CRM is available in English, French, German and Spanish.

Small and medium-sized businesses that need organized sales processes and robust reporting.