SuiteCRM vs Sage CRM

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

SuiteCRM Software Tool
Sage CRM Software Tool

Product Basics

SuiteCRM is a customer relationship management (CRM) software that helps businesses of all sizes manage customer interactions and data throughout the customer lifecycle. It's a great choice for businesses wanting to improve customer relationships and integrate their CRM with other business applications. SuiteCRM is known for being easy to use, flexible, and affordable, making it a popular choice for businesses with varying levels of CRM experience.

Some of the popular features of SuiteCRM include contact management, lead management, opportunity management, and sales forecasting. SuiteCRM also offers integrations with other business applications such as email, marketing automation, and accounting. Users appreciate the flexibility and dependability of SuiteCRM, often using it as a central hub for customer care and sales automation. While SuiteCRM offers many useful features out-of-the-box, it's highly customizable to meet specific business needs.

SuiteCRM is open-source and free to use, with no limitations on users. This makes it a cost-effective alternative to other CRM solutions on the market. However, businesses should consider the potential costs of implementation, customization, and ongoing support when evaluating the total cost of ownership.

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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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$100 Monthly
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$45/User, Monthly
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Product Insights

  • Reduced Costs:  Add-ons are available for extra charges. The premium plan can cut costs by over 80% when compared to other CRM software available in the market. 
  • 360-Degree View:  Get complete visibility business operations, important customer information and insightful data to improve selling, marketing and service. 
  • Customer Self-Service:  SuiteCRM offers a premium customer service package. The free version offers a community-based customer support forum and documentation for troubleshooting. 
  • Flexible Modeling of Business Processes:  Businesses can create flexible and customizable process models to help employees adhere to tested execution and decision-making methods. 
  • Integrations:  RESTful API allows third-party integrations as required. 
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  • 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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  • Contact and Account Database:  Store details of all contacts, including leads, opportunities and customers centrally. Contacts can be grouped, segmented and searched using tags, custom fields and filters. Contacts belonging to a single organization can be organized as Accounts. 
  • Document Management:  Store, review, revise and share documents for internal references and client-facing usage. 
  • Call Management:  Schedule, log and record inbound and outbound calls associated with any contact. Call records can be used to review and improve customer communications. 
  • Email Management:  Teams can leverage shared inboxes and integrate individual email accounts to compose, send, receive, view and store emails. 
  • Campaign Management:  Manage, track and evaluate marketing campaigns at each stage of the pipeline. Get a detailed view of all marketing campaigns related to a contact, along with engagement rates. 
  • Catalog and Quote Management:  Create catalogs with product prices and availability of all products and services. Catalogs can be used to create, share and track professional quotes, including product specifications and estimated delivery times. 
  • Invoice Management:  Create, issue, share and track invoices using quotes as a baseline. 
  • Workflow Automation:  Set up flexible and customizable rule-based workflows that automate activities and tasks. Reminders and notifications can be set wherever required. 
  • Activity Management:  Managers can assign tasks to team members and track their execution. Users can also maintain to-do lists to ensure tasks are completed. 
  • Contract Management:  Create, share and manage contracts related to an account or a case, with details about SLAs, warranties, and renewals. 
  • Case Management:  Record and manage customer interactions regarding product or service issues, bugs and other concerns to improve customer experiences. 
  • Knowledge Base Management:  Create, store and share support documents, guides and template responses for use with the Case Management module. 
  • Reports:  Standard reports for all modules help keep users on top of business activities. With data-based insights, users can evaluate their strategies, goals, and execution in an informed manner. 
  • User Access Control:  Admins can define organizational hierarchies and configure role-based access. 
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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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Product Ranking

#59

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CRM Software

#40

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CRM Software

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User Sentiment Summary

Great User Sentiment 93 reviews
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84%
of users recommend this product

SuiteCRM has a 'great' User Satisfaction Rating of 84% when considering 93 user reviews from 3 recognized software review sites.

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4.2 (44)
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4.2 (44)
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4.2 (5)
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Synopsis of User Ratings and Reviews

Open-Source Flexibility: SuiteCRM's open-source nature empowers users to tailor the platform to their specific workflows and preferences, fostering greater control and customization compared to proprietary solutions.
Cost-Effectiveness: As a free and open-source CRM, SuiteCRM eliminates licensing fees, making it an attractive option for budget-conscious businesses and startups seeking a robust CRM solution without significant upfront costs.
Community Support: SuiteCRM boasts a vibrant and active community of users and developers who contribute to its ongoing development, provide support, and share knowledge, fostering a collaborative environment for troubleshooting and optimization.
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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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Usability Challenges: The user interface can feel outdated and clunky, leading to a steeper learning curve compared to more modern CRM solutions. Navigating through the various modules and features may require additional training or support, especially for users who are accustomed to intuitive interfaces.
Customization Complexities: While SuiteCRM offers extensive customization options, implementing these changes often requires technical expertise or the involvement of developers. This can be a barrier for small businesses or teams with limited technical resources who need to adapt the CRM to their specific workflows.
Mobile App Limitations: The mobile app's functionality is not as comprehensive as the web-based version, which can hinder productivity for users who rely on mobile access to manage customer relationships and access data on the go.
Reporting Limitations: Generating complex or customized reports may require additional plugins or integrations, as the built-in reporting tools might not offer the level of flexibility and depth needed for advanced data analysis and visualization.
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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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SuiteCRM has garnered a reputation as a robust and adaptable CRM solution, particularly among small and medium-sized businesses seeking an affordable alternative to pricier options like Salesforce. Users frequently highlight its open-source nature, extensive customization capabilities, and active community support as standout features. The ability to tailor the platform to specific business needs without breaking the bank is a major draw for organizations with unique workflows or industry requirements. However, some users note that the learning curve can be steeper compared to more user-friendly interfaces like HubSpot, and the lack of seamless integration with certain third-party applications can pose challenges. Additionally, while SuiteCRM offers a solid foundation, achieving advanced automation or complex reporting may require additional modules or custom development. SuiteCRM's sweet spot lies with businesses that value flexibility and cost-effectiveness over out-of-the-box simplicity. Its open-source architecture empowers organizations to mold the platform to their exact specifications, fostering a sense of ownership and control over their CRM system. The active community and readily available resources further contribute to its appeal, providing a support network for troubleshooting and knowledge sharing. However, for businesses prioritizing ease of use and seamless integrations, exploring options like Zoho CRM or Pipedrive might be a better fit. Ultimately, SuiteCRM's value proposition hinges on its ability to empower businesses to build a CRM solution that aligns perfectly with their unique needs and budget.

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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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