Customer stories

Product Business Settings

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

Integrations

Data Management Platform
Revenue Management
Business Intelligence
Email Marketing

Sage CRM Product 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.

How satisfied the customers are with Sage CRM use-cases

Reviews

"We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity" - Katie Edmonds
"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 Customer Insights, Testimonials and Case Studies

How can Sage CRM optimize your Sales Document Management Workflow?

How can Sage CRM optimize your Business Development Workflow?

What benefits does Sage CRM offer for Workflow Management?

How does Sage CRM facilitate Engagement Management?

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.

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
Sage CRM testimonial

Katie Edmonds

Office Manager

Namgrass
We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity Testimonial By Katie Edmonds
Sage CRM testimonial

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
Sage CRM testimonial

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
CUSTOMERS TESTIMONIALS
Sage CRM testimonial

Katie Edmonds

Office Manager

Namgrass
We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity Testimonial By Katie Edmonds
Sage CRM testimonial

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
Sage CRM testimonial

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

Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Ground Control - Telecommunications

Sage Intacct helped Ground Control manage multi-entity financial consolidation and recurring revenue. The company reduced its monthly close time by 55%, from 11 days to five. Overdue debt dropped fro...m 22% to 8%. Ground Control freed up over £900k in operating cash flow. Staff productivity and job satisfaction improved. Order-to-cash efficiency increased with Salesforce integration.

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SR Veterinary Group - Business Services

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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Phase 3 - Information Technology And Services

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.

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Museum of the Home - Nonprofit

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.

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Ambassador Cruise Line - Hospitality

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 on →

Sage CRM: What is Sage CRM?

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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

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)

Stitch

4.6 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Workato Platform

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Avalara

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

ExpenseWire

3.97 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Jitterbit Platform

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Sage CRM

OneDesk

4.06 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tubular

4.84 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

FireText

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Sage CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Sage CRM

Sage Group plc News

Partnership
 

HSBC UK and Sage simplify tax reporting for small businesses ahead of Making Tax Digital - TradingView

HSBC UK and Sage have partnered to launch "My Business Finances," a tool embedded with Sage's technology, to help small businesses manage accounting and tax reporting digitally. This initiative aims to ease compliance with the UK's Making Tax Digital requirements, allowing users to handle finances directly from their HSBC UK accounts.

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Product
 

Sage Releases Firmware Fix

Sage released a firmware update for its Digital ENDEC model 3644, addressing an issue where alerts were incorrectly displayed in a "severe" color. The update, Rev96-1-P1, corrects this and adds support for Missing and Endangered Persons event codes. It is available for U.S. users and is recommended for installation.

Read more →
Product
 

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
 

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

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

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

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Financials

M&A