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Sage CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

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Manage every customer relationship with Sage CRM

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Sage CRM Overview

Sage CRM is a cloud-based solution helping businesses manage client relationships and enhance customer experiences. It optimizes profitability, streamlines project management, and accelerates team performance.

Use Cases

Customers recommend Sales Document Management, Business Development, Workflow Management, as the business use cases that they have been most satisfied with while using Sage CRM.

Other use cases:

Engagement Management
Event Management
Lead Tracking
Campaign Management
Helpdesk Management
Forecasting
Lead Management

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Sage CRM.

Other priorities:

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 all business priorities See less business priorities

Sage CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Sage CRM works with different mediums / channels such as Mobile.

Sage CRM's features include Rewards, Gamification, Recording, etc. and Sage CRM support capabilities include Phone Support, Chat Support, Email Support, etc. also Sage CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"It became very apparent to all of us, if all of the data was in one centralized location then everyone could have access to current information all of the time, It was time to find a new solution." - Karen Zfaty

Sage CRM, Less Annoying CRM, Tithe.ly, Floify, monday sales CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Sage CRM

Top Industries

Government Administration
Computer Software
Restaurants

Popular in

Mid Market
Small Business
Enterprise

Sage CRM is popular in Government Administration, Computer Software, and Restaurants and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Sage CRM Use Cases

What Are the key features of Sage CRM for Sales Document Management?

Sage CRM facilitates sales document management by enabling users to create and track quotes, sales orders, and change orders. This includes storing documents and managing contracts, providing visibility into the sales process and customer interactions. The system's limitations include a lack of subtotals and separate change order tracking in the contracts module.

"...Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework. ..." Sage CRM 2018R3: Mark MailChimp Campaign s as Closed

What solutions does Sage CRM provide for Business Development?

Sage CRM is used by the Business Development Department. Sage provides customization and development services for Sage CRM. These services are offered to Business Partners, End Users, and Sage PSG worldwide.

"...We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide...." Sage CRM 2020 R1: Extended support for Nested Mail Merge Part 2

Why is Sage CRM the best choice for Workflow Management?

Sage CRM provides a workflow management system that enables automation of tasks and processes, facilitating customer satisfaction by accelerating actions and streamlining operations. This system offers flexibility through customization and ease of setup. Limitations exist in the requirement to develop and adjust workflows prior to implementation.

"...However, to take advantage of all the features and benefits of the CRM, it is advisable to customize the tool and add new fields, workflows and templates to begin with, as well as to set up the product list...." Peer review by Luis Brea, Sales Administration Manager, Bupa Worldwide

How can Sage CRM enhance your Engagement Management process?

Sage CRM facilitates customer engagement by tracking interactions, managing opportunities, and streamlining follow-up processes. The software empowers businesses to enhance customer care, optimize sales cycles, and increase profitability. However, Sage CRM's lack of integrated social media tools limits its ability to engage customers across various online channels.

"...Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email. ...." Peer review by Raymond N., Digital marketing Manager, Automotive

45+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Sage CRM solved their CRM needs. Cuspera uses 3384 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Karen Zfaty Director of Marketing Information Systems. Public Agency Retirement Services	It became very apparent to all of us, if all of the data was in one centralized location then everyone could have access to current information all of the time, It was time to find a new solution. Testimonial By Karen Zfaty
Gillian Bright Federated Farmers	The integration of our systems has been fundamental as previously there was a lot of manual data entry. Testimonial By Gillian Bright
Philip Meyer CEO Capsol	What an amazing difference and lean way to operate our business, in the past, we used to maintain manual files for all our customers and our properties. Testimonial By Philip Meyer

CUSTOMERS	TESTIMONIALS
Karen Zfaty Director of Marketing Information Systems. Public Agency Retirement Services	It became very apparent to all of us, if all of the data was in one centralized location then everyone could have access to current information all of the time, It was time to find a new solution. Testimonial By Karen Zfaty
Gillian Bright Federated Farmers	The integration of our systems has been fundamental as previously there was a lot of manual data entry. Testimonial By Gillian Bright
Philip Meyer CEO Capsol	What an amazing difference and lean way to operate our business, in the past, we used to maintain manual files for all our customers and our properties. Testimonial By Philip Meyer

Case Studies

CASE STUDY Museum of the Home

Sage Intacct helped Museum of the Home move from old, manual systems to a cloud-based platform. The museum can now manage both its charity and retail businesses in one place. Month end close is now 1...–2 weeks faster. Staff have more time for strategic work. Dashboards give better data and help with audits. The system is easy to use and supports ongoing customisation.

Read more →

Food & Beverages

CASE STUDY J&A Mitchell & Co. Ltd.

Sage Intacct helped J&A Mitchell & Co. Ltd. upgrade from manual processes and old software. The company needed better accounting tools to support growth and capital projects. Sage Intacct made report...ing faster, improved accuracy, and simplified inter-company transactions. Bank reconciliations dropped from one day to 20 minutes per entity. Staff roles became clearer and reporting is now easy for the whole group.

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Information Technology and Services

CASE STUDY Phase 3

Sage Intacct helped Phase 3, a technology services provider, move to cloud-based financial management. Rapid growth made their old system too slow and hard to use. Sage Intacct gave them resource pla...nning, time sheets, dashboards, and bank integration. Automation now saves three days a month on invoicing. Billing is more accurate and credit control is faster. Phase 3 can see project resources clearly and spot missed revenue.

Read more →

Consumer Services

CASE STUDY SR Veterinary Group

Sage for Small Business helped SR Veterinary Group grow from one to two practices. The team used Sage Accounting, Payroll, and HR to save time and improve accuracy. Automation let them focus on plann...ing and better business decisions. The software's simple interface made it easy for non-specialists to use. Sage support was responsive and helpful. Better data quality helped the team make good choices and grow faster than expected.

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Hospitality

CASE STUDY Ambassador Cruise Line

Sage HR helped Ambassador Cruise Line manage HR as their team grew. Before Sage HR, HR tasks like shift scheduling and reporting took a lot of time and were done by hand. With Sage HR, shift scheduli...ng now takes minutes instead of a full day. Sickness reporting is now immediate. The system gives a single source of truth for HR data and strong data protection. Staff and managers find it easy to use and customer support is excellent.

Read more →

Media Production

CASE STUDY Channel Four

Sage People helped Channel Four replace nine HR systems with one platform. The broadcaster needed better data to meet diversity targets and support 1,000 employees. Sage People made it easy to report... on diversity, cutting reporting time from weeks to hours. Employees and managers can now self-serve HR data, freeing HR to focus on strategy. The new system improved engagement and made HR processes faster and simpler.

Read more →

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Sage CRM: What is Sage CRM?

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Frequently Asked Questions(FAQ)

for Sage CRM

What is Sage CRM?

Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers.

Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.

Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.

What is Sage CRM used for?

Sage CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Business Development and Workflow Management .

What are the top features of Sage CRM?

Rewards, Gamification and Recording are some of the top features of Sage CRM.

Who uses Sage CRM?

Sage CRM is used by Government Administration, Computer Software and Restaurants among other industries.

What are Sage CRM alternatives?

Less Annoying CRM, Tithe.Ly, Floify and Monday Sales CRM are popular alternatives for Sage CRM.

Where is Sage CRM located?

Sage CRM is headquartered at Limited North Park Newcastle upon Tyne NE13 9AA.

lightning

Peers used Sage CRM for sales document management and business development

Sage CRM Competitors

More Sage CRM Alternatives...

Sage CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Analytics	4.50/5 ★ Read Reviews (34)
Custom Reports	3.85/5 ★ Read Reviews (252)

CAPABILITIES	RATINGS AND REVIEWS
Analytics	4.50/5 ★ Read Reviews (34)
Custom Reports	3.85/5 ★ Read Reviews (252)

Sage CRM Integrations

Sage CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.28/5 ★

Read Reviews (333)

Data Export

3.27/5 ★

Read Reviews (160)

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Few API Integrations for Sage CRM

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Software Failure Risk Guidance

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for Sage CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Sage CRM

Sage Group plc News

Product 21/06/2025

MineralTree, Sage Launch Vendor Payments Solution

MineralTree and Sage have launched a joint vendor payments solution, integrating Sage's accounting software with MineralTree's automated accounts payable platform. This collaboration streamlines invoice processing, enhances payment automation, and helps mid-sized businesses improve cash flow management and reduce manual workloads.

Read more →

Partnership 20/01/2025

Sage and Tractics Announce Partnership to Deliver a Powerhouse Cloud Solution for Heavy Civil Contractors - Yahoo Finance

Sage and Tractics are partnering to offer a cloud solution for heavy civil contractors.

Read more →

Partnership 20/01/2025

Sage and Tractics Announce Partnership to Deliver a Powerhouse ...

Sage and Tractics have announced a partnership to enhance their offerings.

Read more →

Awards 08/01/2025

Sage Wins TrustRadius 2025 Buyers Choice Awards

Sage has won the TrustRadius 2025 Buyers Choice Awards.

Read more →

Sage Group plc Profile

Company Name

Sage Group plc

Company Website

https://www.sage.com/en-gb/

Year Founded

2002

HQ Location

Limited North Park Newcastle upon Tyne NE13 9AA

Employees

10001+

Social

Financials

M&A