What is Sage?

Sage CRM is a Customer Relationship Management software for small to medium-sized businesses. It is an advanced CRM solution that comprises three core modules: Sales, Customer Service, and Marketing.

Sage CRM software is a fully configurable, versatile, and expandable customer relationship management tool. The software may be installed in the cloud or on your own server with an on-premise software license. Sage CRM’s easy integration with Sage’s main accounting solutions, such as Sage 50 and Sage 200, is one of its key assets. The link enables you to view important accounting data within the CRM system, allowing you to take orders within the CRM while eliminating data re-entry in Sage accounts.

Sage CRM software is a cloud-based customer relationship management solution that provides tools to manage new leads and current customer connections and assists small and medium-scale enterprises in optimizing their customer experience. Integrated sales and marketing automation modules, customer support, help desk, social CRM, and more are available in this technology. Sage CRM also has strong mobile capabilities.

Sage CRM may be used to track sales agent performance, anticipate trends, arrange meetings, and much more. The dashboard shows current sales agreements, and the reporting and analytic capabilities aid in anticipating sales success and tracking new prospects. Marketing tools aid campaigners in the planning and execution of marketing and promotional initiatives. The solution can handle campaigns across many channels. Moreover, the integrated email marketing function allows you to send promotional messages and newsletters to your connections and measure success.. This tool also permits integration with a variety of third-party apps.

What popular features do you get with Sage?


  • Sales revenue forecasting
  • Powerful salesforce automation
  • Contact and account management
  • Automated workflows

  • Sophisticated support knowledgebase
  • Outbound telemarketing activities
  • View campaign response rates
  • Target specific groups from within Sage CRM

  • Publish reviewed and approved solutions
  • ACH Payment Processing
  • Recurring/Subscription Billing
  • Electronic Funds Transfer

Customer Support is available at Sage

Sage provides excellent customer service to every user of their customer relationship management (CRM) solutions. They believe customers are the lifeblood of any business, and nurturing and giving them an exceptional customer service experience will increase retention and boost growth. This is why they also include innovative customer service features in their products that helps business owners cater to the needs of their customers effectively.

Sage CRM’s users see increased in their customer satisfaction by at least 25% after adopting the tool. Their cost-effective solution provides the best value for money for small business CRM. Sage Customer service helps you:

  • Automate and oversee the progress of customer care issues so that your team can resolve them more quickly.
  • Save time by saving data in a centralized knowledge base.
  • Quickly and simply report on essential customer service KPIs.
  • Have more in-depth talks with consumers.
  • Communicate better with your team.
  • Have access to important customer interaction data that will help you make the right decisions.
  • Look for solutions at the office and at client locations.
  • Lead your customer service team and provide each team member with the resources they require to tackle customer service concerns.
  • Provide team members with the resources they require to handle customer service concerns.
 

What kind of business is Sage ideal for?

Sage provides the right CRM software and services for every business. Whether you’re in need of a Retail CRM, Real Estate CRM, or Restaurant CRM their technology has the CRM features that will suit your business needs, no matter your business size or type. Here are

Retail CRM For Small and Medium Business
Sage CRM offers cloud-based accounting solutions for managing payments from any device, including tax monitoring and cash flow. Sage has the following CRM solutions for small and medium-sized businesses, such as restaurant businesses:

  • Sage Intact: a top-rated cloud computing and financial management software.
  • Sage X3: a well-tailored CRM software for managing business processes in manufacturing and distribution companies.
  • Sage 50 Cloud: CRM software that combines the convenience of cloud with desktop accounting software.
  • Sage Timeslip: Sage’s billing and time-tracking software.

Real Estate CRM for Construction and Real Estate Companies
Sage offers unique CRM solutions for real estate companies, which include:

  • Sage Intact Construction: CRM program integrated with native cloud technology for tracking all construction projects.
  • Sage 100 Contractor: Real estate CRM for project management, accounting, service management, and cost estimation.
  • Sage 300 Construction and Real Estate: Cloud connected ERP solution for project management.

Pros and Cons

  • Sage thrives on remaining relevant in the market by constantly releasing updates and releasing instructive videos on its YouTube channel to keep you informed on how to implement such updates.
  • You can effortlessly drag and drop your business appointments in Sage’s day view, week view, or month view, thereby emphasizing its ease of use.
  • Sage CRM syncs with Google Contacts, Gmail and Calendar to simplify scheduling and email management.
  • Sage’s Sage 100 option provides significant benefits if you want to host all of your data on the cloud. In addition, it allows you to have fast access to consumer data from anywhere via its mobile app or PC dashboard.
  • It is intended to work in tandem with MailChimp so that you never store duplicate email addresses. Furthermore, it allows you to easily create targeted email campaigns and measure open rates.
  • Sage’s technologies let you integrate several third-party software to ensure you have all you need on one dashboard.


  • Sage CRM has a restricted number of compatible apps. This may imply that some program you’re already using is incompatible with Sage.
  • Indeed, Sage has a community forum where users can communicate and trade tips and shortcuts with other Sage users with an effective customer service department. Nonetheless, getting solutions to your complaints may require some patience from your end due to the technicalities that may be involved. It all depends on the problem you’re attempting to solve.

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How much does Sage cost?

*based on information provided by the vendor. Actual cost may vary.

Actual costs may vary because Sage does not publish its prices on its website. To be certain of the actual pricing for what the solutions you need for your business, you must request a callback to know the price range once you’re connected to one of their online customer representatives.

Simply give your name, organization, country, and zip code to obtain a callback so you can learn more about its CRM plans. Sage CRM licenses start at $450/user/year, but this can go to $750/user/year when you add in more third-party solutions that are popular.

Final thoughts...

Sage is a great CRM platform for small and medium-scale businesses. Many CRM systems are available online to help minimize redundancies, missing information, and stressful paperwork processes. Sage CRM adds simplicity to these advantages, allowing you to save time and improve productivity within days of onboarding your management team. This and other features distinguish Sage as a great CRM service provider for small and medium-sized organizations aiming to cut down expenses while developing faster and increasing overall efficiency. Indeed, Sage is one of the best CRMs for small businesses.

Do you have further inquiries about Sage services and CRM marketing? Visit the Sage site to know more.