Sage CRM is a CRM solution aimed at small, medium and large businesses. It is offered as an ‘integrated’ solution, which includes sales, finance, marketing, collaboration and operations features in one package.

An interactive dashboard acts as a central hub for the software’s sales features, allowing users to monitor and manage opportunities, reports, and forecasting from one place. Managers and directors can access KPIs and evaluate progress reports in the business accelerators suite and territory management features break down performance into regions and sub-regions.

A key feature of the Sage CRM package is the detail in which it allows users to create and evaluate marketing campaigns. Every element of a campaign can be tracked, evaluated and the results shared via actionable reports with the wider sales team.

Sage offers both cloud and on-premise solutions; the cloud subscription pricing is based on a per-user, per-month basis while the on-premise pricing is billed per-server and per-user. The software can be accessed on a PC or via one of the Sage mobile apps for Android, iPhone and Windows 8.

Software features

  • API Access
  • Contact Management
  • Database Management
  • Integrations
  • Performance Reporting
  • Quotation Handling
  • Task Assignment

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Quick spec

Product details

Supplementary Features

  • Customer Service Automation
  • Marketing Automation
  • Social Relationship Management

Customer Size

  • Small
  • Medium

Other Features

  • Multiple Currency
  • Customizable

Hosting Method

  • Cloud

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Sage CRM

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