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
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?
What solutions does Sage CRM provide for Business Development?
Why is Sage CRM the best choice for Workflow Management?
How can Sage CRM enhance your Engagement Management process?
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 |
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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 |
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The integration of our systems has been fundamental as previously there was a lot of manual data entry. Testimonial By Gillian Bright |
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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
CASE STUDY J&A Mitchell & Co. Ltd.
CASE STUDY Phase 3
CASE STUDY SR Veterinary Group
CASE STUDY Ambassador Cruise Line
CASE STUDY Channel Four
Video
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?
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
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.
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.
Sage and Tractics Announce Partnership to Deliver a Powerhouse ...
Sage and Tractics have announced a partnership to enhance their offerings.
Sage Wins TrustRadius 2025 Buyers Choice Awards
Sage has won the TrustRadius 2025 Buyers Choice Awards.
Sage Group plc Profile
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