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

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

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 solutions does Sage CRM provide for Sales Document Management?

What benefits does Sage CRM offer for Business Development?

How can Sage CRM enhance your Workflow Management process?

Why is Sage CRM the best choice for Engagement Management?

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

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

Robert Masson

CFO

Second Cup Coffee Co

The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks Testimonial By Robert Masson
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
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

Robert Masson

CFO

Second Cup Coffee Co

The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks Testimonial By Robert Masson
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

Case Studies

Case Study IMS

How Innovative Modular Solutions IMS gains the full picture with Sage

Construction

Case Study Namgrass

How The grass is always greener for Namgrass with Sage CRM

Construction

Case Study Capsol

How Capsol delivers superior customer service with Sage

Restaurants

Case Study Second Cup Coffee Co

How Second Cup saw rapid growth assisted by Sage integration

Sports

Case Study Australian Grand Prix Corporation

How Sage CRM integrated with Sage 300 fast tracks data access for Australian Grand Prix Corporation

Government Administration

Case Study Federated Farmers

How Integrated Sage CRM manages 18,000 Federated Farmers members

Video

Sage CRM: What is Sage CRM?

Video Thumbnail

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

Partnership

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

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

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.

Awards

Sage Wins TrustRadius 2025 Buyers Choice Awards

Sage has won the TrustRadius 2025 Buyers Choice Awards.

Partnership

Sage and Village Capital Partner to Empower 165 Purpose-Driven Startups via 3-year Program - GlobeNewswire

Sage and Village Capital are working together to support 165 startups with a 3-year program focused on purpose-driven businesses.

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