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.
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 to an accounting system or a standalone CRM system. To keep it simple, we are using an approximate of $400/user/year for this calculator.
Sage CRM requires MS SQL Standard Edition (not Express). If you do not already have MS SQL, it is often your least expensive option to acquire it through Sage as Sage has an OEM agreement with Microsoft. More details are below in the section 'Software Charges common to a Sage CRM Project'.
The integration between Sage 300 and CRM is the only good integration provided by Sage at no additional cost. The integrations with Sage 50, Sage 100, Sage X3, and Intacct all require third-party software, and the prices for those integrations differs by publisher.
This refers to Accelerator, the advanced integration between Sage CRM and MS Outlook. Typically, clients get this for each user.
This part is very subjective. The math we are using here illustrates (a) that service charges vary AND (b) that Sage CRM is not comparable to systems you just turn on and use. Sage CRM needs to be installed and then configured for your specific company. And this needs to be done by a pro. There are too many options.
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.
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.
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 CRM. Our 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.