Sage CRM

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Decision Snapshot

Sage CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free Trial7 Days
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited Kingdom
✎
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Product Overview

Sage CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Sage CRM

Sage CRM is a comprehensive software solution designed to enhance customer relationship management for small to mid-sized businesses. It excels in streamlining sales, marketing, and customer service operations. Key features include intuitive sales tracking, which helps businesses monitor leads and sales pipelines efficiently. Sage CRM's marketing tools are adept at campaign management, enabling targeted outreach and tracking campaign performance. For customer service, it offers effective ticketing and tracking systems, ensuring prompt and organized responses to customer queries. The software integrates seamlessly with Sage's accounting solutions, offering a unified platform for managing financial and customer data. Its user-friendly interface, coupled with customizable dashboards and reporting tools, provides valuable insights and enhances overall business productivity.
Company Sage Software
Founded 1981
Headquarters United Kingdom
Employees 1000+

Support

Email Phone

Training

Live Online Webinar

Licensing & Deployment

Proprietary Cloud Hosted Web-Based Android Windows Linux

Typical Customers

Self-Employed Small-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Accounting Banking Real Estate
Category-Based Capabilities

Sage CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Social CRM Software 29 selected features Open category ↗ ⌄
Lead Capture Customer Support Lead Nurturing Activity Dashboard Data Visualization Brand Tracking Contact Management Customer Engagement Social Media Monitoring Social Promotion Sales Pipeline Management Email Marketing Reporting/Analytics Tagging Communication Management Audience Targeting Marketing Automation Calendar Management Content Management Sentiment Analysis Task Management Customer Database Social Media Integration Live Chat Email Tracking CRM Customer Social Profiles Collaboration Tools Engagement Tracking
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

Sage CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
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Frequently Asked Questions

Sage CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Sage CRM is a comprehensive software solution designed to enhance customer relationship management for small to mid-sized businesses. It excels in streamlining sales, marketing, and customer service operations. Key features include intuitive sales tracking, which helps businesses monitor leads and sales pipelines efficiently. Sage CRM's marketing tools are adept at campaign management, enabling targeted outreach and tracking campaign performance. For customer service, it offers effective ticketing and tracking systems, ensuring prompt and organized responses to customer queries. The software integrates seamlessly with Sage's accounting solutions, offering a unified platform for managing financial and customer data. Its user-friendly interface, coupled with customizable dashboards and reporting tools, provides valuable insights and enhances overall business productivity.

  • No, Sage CRM does not offer a free version.

  • No, Sage CRM does not offer any free trial.

  • No, Sage CRM does not offer an API.

  • Sage CRM offers support with the following options:
    • Email , Phone

  • Sage CRM offers training with the following options:
    • Live Online , Webinar

  • Sage CRM supports the following languages:
    • English

  • Following are the typical users of the Sage CRM:
    • Self-Employed , Small-Business

  • Sage CRM supports the following deployment:
    • Cloud Hosted

  • Sage CRM supports the following devices and operating systems:
    • Web-Based , Android , Windows , Linux
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