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
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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?

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
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

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
Sage CRM testimonial

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
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

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
Sage CRM testimonial

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.

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.

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.

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.

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.

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.

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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 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)

Software Failure Risk Guidance

?

for Sage CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Sage CRM

Sage Group plc News

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.

Partnership

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.

Partnership

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

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

Awards

Sage Wins TrustRadius 2025 Buyers Choice Awards

Sage has won the TrustRadius 2025 Buyers Choice Awards.

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