Sage CRM Overview

Sage CRM continues to become more and more popular. It offers a strong feature set including:


What is Sage CRM?

Key Differences

These 4 significant differences are what make Sage CRM a very attractive platform for many companies.  

  1. Integrates with accounting: Sage CRM can be used in conjunction with pre-built integrations to Sage 50, 100, 300, 500, X3, and Intacct.
  2. Easy to modify: While Sage CRM is a web-based application, it is physically installed on servers that the client either owns or controls.  This single tenancy allows companies a lot of freedom when it comes to customizing Sage CRM. 
  3. Best Value CRM on the market:  While Sage CRM is definitely a top-tier application, it is approximately 1/3 of the price of either or MS CRM, and consistently gets recognized in the CRM software industry as offering the best value.
  4. Very strong process control features:  Companies commonly use Sage CRM to manage the flow of information that passes through their teams.

When is Sage CRM a strong fit?

While having a CRM that integrates with accounting is a powerful distinction, it is often Sage CRM’s (1) ease of use, (2)  process control features, and (3) Outlook integration that make the difference. 

Note that Sage CRM isn’t for everyone. Sage CRM is rarely a fit for companies requiring less than 6 users. The reason being, for smaller implementations, companies generally do not need something as powerful and flexible as Sage CRM and there are many very inexpensive options on the market. Globally, the average Sage CRM implementation has approximately 12-users. 17,000 companies around the world use Sage CRM, and there are plenty of examples with hundreds of users and a few installs with over 1,000 users.

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