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Sage CRM vs Heeros PSA: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Heeros PSA is based on a specific set of business needs and context. The comparison uses 4103 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Heeros PSA

Sage CRM, Heeros PSA, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

Heeros PSA focuses on Sales Document Management, Collaboration, Social Media Management, Billing And Invoice Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than Heeros PSA for

Software Failure Risk

  • medium

logo Heeros PSA

Focus area

Heeros PSA is better than Sage CRM for

Software Failure Risk

  • medium

About

Manage every customer relationship with Sage CRM

PSA software that consistently win the admiration and loyalty of our valued clients

Age

2002

Financials

M&A

PRE-SEED

Business Need

Total Processes
(we found evidences for)

67

40

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management


sales review & feedback





calendar management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Improve efficiency

  • Improve internal communications

  • See 1 more

Top Channels

Channels Used

  • mobile

  • offline

  • point of sale

  • mobile app

  • chat

  • phone calls

  • e-mail

  • social media

  • See 5 more
  • mobile

  • offline

  • point of sale

  • mobile app

  • chat

  • phone calls

  • e-mail

  • social media

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting