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Sage CRM vs CRMnext

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Our analysts compared Sage CRM vs CRMnext based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Sage CRM Software Tool
CRMnext Software Tool
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Product Basics

Sage CRM is a comprehensive software solution designed to streamline customer relationship management tasks, offering a robust suite of tools for sales, marketing, and customer service. It is particularly well-suited for small to medium-sized businesses across various industries, such as retail, manufacturing, and professional services, due to its scalability and flexibility. Users benefit from its intuitive interface, which enhances productivity by simplifying the management of customer interactions and data. Noteworthy features include advanced reporting, sales automation, and marketing campaign management, which empower businesses to make informed decisions and foster customer loyalty. Compared to similar products, Sage CRM is praised for its ease of use and integration capabilities, although some users note that customization can be complex. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements.
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CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.

It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
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$45/User, Monthly
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$15/User, Monthly, Freemium
Free Trial is available →
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Tailored to your specific needs
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Chromebook
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Android
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Cloud
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Improve Data Visibility: Sage CRM stores all data in a single, central location. This eliminates working from different spreadsheet versions, removes data silos and ensures everyone has the same access to updated information. 
  • Send Targeted Messages: List segmentation allows your organization to send relevant, tailored offers and content. You can create customer groups based on different criteria for more effective campaigns and promos. 
  • Deliver Exceptional Customer Service: Agents have access to customer data, allowing them to view a customer’s history to provide accelerated, informed resolutions. The system also provides tools for creating a knowledge base and setting up a self-service portal so customers can easily find solutions to common issues or submit tickets. 
  • Enable Easy Access: Sales reps can view meetings, demos and day-to-day tasks via the calendar feature. The system also provides updates, such as when a new sale comes in. 
  • Apply Standardized Processes: The solution improves operational processes by automating budget changes, customer invoices and more. It also promotes consistent sales performance by providing the same processes for each rep to follow. 
  • Drive More Revenue: The system reveals at-risk customers so sales reps know which leads to follow up with. This helps them close more deals. In addition, a complete view of each customer’s lifecycle helps pinpoint cross-sell and upsell opportunities. 
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  • Data Predictions: Create forecasts based on various aspects such as current pipeline, previous trends, previous forecasts and revenue, competition, economic conditions, team performance, industry trends and more. 
  • Enhanced Collaboration: Highlight critical updates, manage work and share files, links, surveys and insights. 
  • Streamlined Service: Customers can give opinions, share ideas and write feedback via a portal. Automatic routing rules capture customer requests from the website and direct them to the right team. 
  • Coaching: Access enhanced training to stay updated with industry developments and receive coaching tips for teams. 
  • User-Friendly Integration: A codeless, bi-directional suite combines existing campaign tools, models and marketing lists along with social, mobile and behavioral insights. Integrates with third-party apps for e-signature, identity verification and information services. 
  • Faster Data Collection: The Autonoma Integration Designer collates data from different applications and reduces the time for creating integration touchpoints. 
  • Targeted Marketing: Send real-time responses, personalized offers and bulk messages. Create static or dynamic lists of leads by adding members automatically based on predefined criteria. 
  • Stronger Customer Focus: Meet customer needs effectively using big data, behavioral analytics, frequency scoring and personalization. Identify data from different sources, run intelligent algorithms and generate personalized offers using machine learning. 
  • Better Performance: Set performance standards for sales, relationship activities, service effectiveness and more based on various metrics. Monitor sales pipelines and fine-tune processes with real-time insights based on business projections. 
  • Improved Call Support: Call scripts improve answers to customer queries while Dialer/IVR integration offers outbound predictive dialing, context-sensitive screen pop-ups, and integrated reporting and workflows. 
  • Updated Marketing Collateral: Access the latest material and information anytime, anywhere via a centralized library. 
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  • Lead Management: Sage CRM stores comprehensive contact information. Pipeline data and opportunities are visible via pre-built dashboards. The system also supports territory management. 
  • Dashboards: You can stay informed about a number of KPIs using customizable dashboards that pull data from multiple sources. Metrics include leads generated, ROI on campaigns, conversion rates, sales trends, open deals and progress against forecasted expectations. 
  • Reports: The solution supports reporting for sales and customer service metrics. You can compile data such as follow-up stats, case resolution times, sales opportunities and more. Sage CRM provides standard reports and the ability to customize your own. 
  • MailChimp Support: Sage CRM connects with MailChimp to provide email marketing capabilities. In MailChimp, you can build campaigns using out-of-the-box or custom templates, automate campaigns and send surveys to gather customer feedback. The platform also shows metrics such as open rates, number of unsubscribes and more. 
  • Case Management: The system provides a detailed outline of each case, including the severity, description, assigned customer service agent, stage and SLA status. 
  • Forecasting: You can draw from a range of real-time data points to build forecasts, which can be exported to Excel. 
  • Quotes & Orders: Pre-built templates facilitate quick proposal generation, while current access to updated product and pricing information ensures accuracy. 
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  • Contact Management: Collates information from internal systems, third-party applications and manually captured data for viewing. Provides access to customer intel, targeted offers and behavioral insights along with profile details and editing. 
  • Account Management: Houses account details like status, balance, alerts, attachments, related transactions, activities and service requests. Also: 
    • Automates and streamlines the account opening process
    • Integrates all systems such as back-office, document management, e-signature and more.
    • Eliminates screen hopping, duplicate entries, irrelevant fields, possibility of errors, rework and potential compliance problems.
  • Lead Management: Manage end-to-end sales operations from lead capture and assignment to qualification and follow up. Supports automated allocations, qualification scripts and customized workflows. 
  • Campaign Management: Personalize, automate and execute omnichannel campaigns. Provides a drag-and-drop interface and tracks effectiveness based on time, channels and regions. 
  • Opportunity Management: Manage deals in a sales pipeline and automate lead targeting, goal tracking, customized reporting, outreach, response and lead conversion. 
  • Social Sales: Captures key insights, identifies common contacts and influencers, monitors brand mentions and conversations, offers collaboration tools, and delivers information about leads and service requests. Tracks conversations on Twitter, Facebook and LinkedIn to resolve queries and capture leads 
  • Business Process Management: Create zero touch, end-to-end customer journeys with a visual process designer that integrates a front-end UI design. Automation offers pictorial representation, collects and updates data, and creates journeys and flows based on business requirements. 
  • Referral Management: Track and manage referral programs with end-to-end integrated lead and referral process automation to convert prospects into leads. 
  • Case Management: Capture cases from multiple channels and facilitate resolution by viewing case history and past interactions. Create up to 10 complex case workflows. 
  • Feedback Management: Offers feedback automation, surveys, real-time feedback capture and service processes. 
  • Knowledge Management: A central repository provides access to descriptions, active and past cases, sales and marketing details, FAQs, troubleshooting instructions, product policy and procedures, video demos and more. Allows sharing solutions, tutorials and product updates. 
  • Quotation: Create designs, quotations and more using standard templates. 
  • Performance Management: Enables setting goals and incentives, monitoring performance, and automating reminders and escalations. 
  • Competition Management: Build and adjust strategies in real time. Gathers intelligence on losses against competitors, captures competitor wallet share and generates on-demand reports that pinpoint issues. 
  • Analytics: Offers actionable insights with a multidimensional analysis engine, an advanced business rules decision engine and AI-based algorithmic analysis. Also provides reports and dashboards, filtered data based on roles and permissions, and ad hoc reports for campaign execution. 
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Product Ranking

#40

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#425

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User Sentiment Summary

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Great User Sentiment 24 reviews
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82%
of users recommend this product

CRMnext has a 'great' User Satisfaction Rating of 82% when considering 24 user reviews from 3 recognized software review sites.

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3.7 (13)
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5.0 (1)
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4.5 (10)

Synopsis of User Ratings and Reviews

Robust Functionality: Sage CRM offers a comprehensive set of features, including sales automation, marketing campaign management, and customer service tools, making it a powerful solution for managing various aspects of customer relationships.
Integrations: It integrates well with other Sage products, such as Sage accounting software, creating a unified business management ecosystem. This seamless integration streamlines data flow and provides a holistic view of business operations.
Reporting Capabilities: Sage CRM provides robust reporting and analytics tools, allowing businesses to gain insights into sales performance, marketing campaign effectiveness, and customer behavior. These insights enable data-driven decision-making and strategy optimization.
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Robust Communication: All reviews on this topic state the platform supports client communications and effectively helps operational transitions.
User-Friendly: The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate.
Customization and Integration: The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration.
Unified Dashboard: A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this.
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Price: Some users find the pricing to be a bit high, especially when factoring in additional costs for integrations or advanced features.
User Interface: The user interface, while generally considered usable, is not as intuitive or modern as some competing CRM solutions, which can lead to a steeper learning curve for some users.
Mobile App: The mobile app offers limited functionality compared to the desktop version, lacking some key features that users might expect in a mobile CRM experience.
Reporting: Creating custom reports can be time-consuming and may require technical knowledge, as opposed to a more user-friendly drag-and-drop interface.
Customer Support: While Sage CRM offers support, the quality and responsiveness of customer service can be inconsistent, with some users reporting slow response times or varying levels of support based on their location or size of their company.
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Inadequate Resources: All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better.
Performance Lacks Agility: The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users.
Cumbersome Features: It would benefit from more easily operative features, according to 80% of users reviewing functionality.
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How can Sage CRM help your business grow from a sapling to a mighty oak? User reviews from the past year reveal a mixed bag when it comes to this customer relationship management software. A key strength is its user-friendliness, with many highlighting its intuitive interface and ease of use, even for non-tech savvy individuals. For instance, one user praised its straightforward navigation on both iOS and Android devices. However, this simplicity comes at a cost, as some users find the software less suitable for larger enterprises due to potential scalability issues. One user specifically mentioned that while it's great for small firms, it can become tricky to use at larger ones. Another notable drawback is the lack of transparent pricing, requiring potential customers to contact sales for quotes, which can be a hassle when comparing costs with competitors like Salesforce. Despite these drawbacks, Sage CRM is lauded for its robust integration capabilities with other business software, including accounting and marketing automation tools. This seamless integration allows for a centralized view of customer data and streamlines various business processes. Ultimately, Sage CRM seems best suited for small to medium-sized businesses seeking an easy-to-use CRM solution with solid integration options. However, larger enterprises or those requiring advanced features might find its limitations a deal-breaker.

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CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice.

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