Sage CRM Pricing Calculator

Sage CRM is an ideal platform for companies that need to get more organized. However, you can’t just turn on Sage CRM and start using it. A certain amount of thought must go into setting up Sage CRM. The calculator below can be used to provide a rough estimate for the software costs and implementation services required to deploy Sage CRM. Please note that the math below is in USD, but for Canadian accounts, it works out to be approximately the same.

Software Charges common to a Sage CRM Project

Below is an outline of software components that are commonly used in a Sage CRM project.  A good rule of thumb is to assume $700/user/year for Sage CRM, which is approximately 1/3 of the annual cost relative to Sage CRM’s main competitors.  That $700 includes Sage CRM licensing (approx. $400/user) as well as the popular third-party solutions that most all clients get. 

  1. Sage CRM User Licenses: The monthly per-user subscription rate to use Sage CRM is based on the number of users as well as whether or not it is integrated into an accounting system or a standalone CRM system. Generally, the per-user rate falls between $28 and $44 per user per month. Regardless of how many users you have, your subscription entitles you to all documentation and training materials published by Sage as well as access to toll-free phone support.

  2. MS SQL Licensing: Sage CRM (the application) uses MS SQL as the underlying database. To run Sage CRM, MS SQL Standard Edition v2017 or v2019 is required (not SQL Express).  If you do not already have MS SQL, it is often the least expensive to acquire it through Sage as Sage has an OEM agreement with Microsoft.  The SQL licensing for this is referred to as ‘Sage runtime MS SQL’.  Currently, this provides us with MS SQL version 2017 Standard Edition. If required, the charge for this will come from Sage and is typically embedded in the Sage CRM subscription agreement as a separate line item. The version of SQL we currently get with the Sage runtime is SQL v2017 Standard Edition.

  3. The integration component: The integration between Sage 300 and CRM is the only accounting integration provided by Sage at no additional cost that we typically endorse.  The integrations with Sage 50, Sage 100, Sage X3, and Intacct all require third-party software, and the prices for those integrations differ by publisher.  Please contact us with specific pricing questions related to the integration.

  4. Accelerator: While Sage CRM comes bundled with an Outlook Plugin which allows you to file emails from Outlook into CRM, we strongly recommend the more robust Outlook integration called Accelerator. We strongly recommend Accelerator because it has such a dramatic impact on adoption and productivity.  Click here to learn more.  This utility is published by CRM Together.

  5. MobileX: While Sage CRM works fine from your smartphone, MobileX is the solution we use internally and recommend for our clients. MobileX is a third-party solution and also published by CRM Together. Click here to learn more. MobileX is sold as a subscription. Please contact us directly for pricing.

  6. Google Maps: The best mapping component for Sage CRM is the Google Maps integration published by S5. This solution makes it easy to. A complete breakdown of this solution, including pricing is found on our Google Maps page.

Implementation Charges

Sage CRM requires professional services in order to be deployed properly and adequate training must be provided.  Deployment is typically rolled out over a 60 to 120-day period.  When you consider the investment required to implement Sage CRM, you could consider both software costs as well as implementation fees.  More information about what is actually involved in deploying Sage CRM can be found on this page.

Server for Sage CRM

Sage CRM is not hosted by the publisher (like Zoho or SFDC), rather, it is hosted on a server the client controls (single tenancy).  Sometimes clients provide their own server environment and in other situations, they elect to use a hosting facility.   

If you are planning on having Sage CRM installed on your server environment, here is a link to the hardware/software requirements for Sage CRMOur recommended minimum requirements for systems that will ultimately host 10ish users are: RAM = 16GB and Processor = Equivalent to Xeon Series Quad Core with a minimum frequency > 2.8 GHz. 

If you are planning on using a host, you can provide them with the same specification as above.  Note that many of our clients have their systems hosted by a company called Strategicos that specializes in hosting Sage systems. You can learn more about this option on this page.

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