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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Sage CRM.
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
Peer review evidence (same sources as the product rating summary)
"...It is being used across the organization, for managing clients, relationships, vendors, leads, proposals and sales...." Peer review by Jay Lentz, CRM Consultant, Realized Financial Solutions, Inc.
"...(Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide...." Constructing Complex Saved Searches using Advanced Find in Sage CRM
"...By automating workflow and providing a bird's eye view of our customers, Sage CRM empowers us to take fast actions to make and keep customers happy and satisfied...." Peer review by Peter Ho, Managing Director, Precision Valve Singapore, Precision Valve Singapore
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.
Sage CRM Customer wins, Customer success stories, Case studies
How can Sage CRM enhance your Sales Document Management process?
What solutions does Sage CRM provide for Business Development?
Why is Sage CRM the best choice for Workflow Management?
Why is Sage CRM the best choice for Engagement Management?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
We are already seeing improvements in the way we operate due to Sage CRM. It’s been a very, very positive experience Testimonial By Jeremy Kann |
|
There’s no way we can keep track of everything without Sage. It’s a quick way of looking at all the history, no matter how long ago it was. Testimonial By Andrea Brand |
| 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 |
|
Jeremy Kann General Manager Australian Grand Prix Corporation |
We are already seeing improvements in the way we operate due to Sage CRM. It’s been a very, very positive experience Testimonial By Jeremy Kann |
|
Andrea Brand Product Manager IMS |
There’s no way we can keep track of everything without Sage. It’s a quick way of looking at all the history, no matter how long ago it was. Testimonial By Andrea Brand |
Sage CRM: What is Sage CRM?
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?
What are the top features of Sage CRM?
Who uses Sage CRM?
What are Sage CRM alternatives?
Where is Sage CRM located?
Peers used Sage CRM for sales document management and business development
Sage CRM Competitors
Sage CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (34) |
| Custom Reports | Read Reviews (252) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (34) |
| Custom Reports | Read Reviews (252) |
Sage CRM Integrations
Sage CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Sage CRM
Software Failure Risk Guidance
?for Sage CRM
Overall Risk Meter
Top Failure Risks for Sage CRM
Sage Group plc News
Sage raises full-year expectations as cloud and AI services drive ...
Sage has raised its full-year revenue expectations, driven by strong growth in its cloud-based and AI-enhanced software services. For the first half of 2026, Sage reported an 11% increase in underlying revenue to 1.36 billion and a 15% rise in operating profit. The company credits the adoption of AI capabilities and products like Sage Copilot for improved customer retention and growth, particularly in North America and Europe. Sage's strategy focuses on cloud-native applications and AI to enhance productivity for small and medium-sized businesses.
Sage Future 2026: A New Era of Transparent AI
Sage announced its strategy for AI adoption at the Sage Future 2026 event, emphasizing transparency and integration into business workflows. The company introduced "glass box" AI to enhance trust and accountability in AI systems. Sage also expanded its collaboration with PwC and AWS, launched new AI-powered capabilities for Sage Intacct, and acquired Doyen AI to bolster AI-enabled migration and implementation capabilities.
Sage touts new, enhanced products for advisory, payroll, more
Sage has launched new AI-enhanced features for Sage Intacct Advisory, aimed at helping accounting firms improve service delivery through automation and industry-specific templates. Additionally, Sage introduced Sage HCM and Sage Expense Management, integrated with Sage Intacct for seamless financial workflows. The company also announced a partnership with PwC to enhance Sage Intacct implementation using AI, promising faster and more efficient deployment.
Sage Deepens Collaboration with AWS to Fast-Track Agentic AI for Small ...
Sage has expanded its collaboration with AWS to enhance AI adoption for small and mid-sized businesses. This partnership focuses on integrating Sage's AI-powered financial tools with AWS infrastructure, facilitating cloud migration, and offering solutions through AWS Marketplace. The collaboration aims to streamline financial management, automate workflows, and provide real-time insights, making AI more accessible to Sage's customers.
Sage Group plc Profile
HQ Location
Limited North Park Newcastle upon Tyne NE13 9AA
Employees
10001+
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Financials
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