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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Description | Concord CRM is a self-hosted affordable CRM platform that can be used to manage company-wise contacts, deals and emails within a unified location. This platform offers a wide variety of deal management features to individual companies, helping them create, manage deals and track the overall progress via stages that are the best fit for the sales workflow. With Concord CRM, companies can even create multiple pipelines comprising custom tags. Also, with the integrated tools available, businesses can assign deals to sales agents. Furthermore, its 2-way email sync facility available simplifies communication between the agents and the clients on the go. Concord CRM also allows users to connect personal and shared company accounts, associate emails to many companies, contacts and deals as well as convert email to deal, activity or contact, whatever action is suitable. Furthermore, this platform uses advanced filters to segment data and easily schedule the needed steps for sales reps. Read more | By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. Read more |
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| SW Score & Breakdown |
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Total Features |
6 Features
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23 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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| Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| API Support |
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| User Rating |
Not Available
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| Rating Distribution |
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| User Sentiments |
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Customization Options, Extensive Integrations, Sales and Marketing Tools, Reporting Capabilities Steep Learning Curve, Outdated Interface, Performance Issues, Limited Mobile Functionality |
| Review Summary |
Not Available
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Sage CRM receives generally positive feedback for its robust feature set, ease of customization, and integration with other Sage products, particularly for smaller businesses. Users appreciate its ability to manage customer relationships, track leads, and generate reports. However, some users note that the interface can be clunky and outdated, requiring a steeper learning curve. Additionally, the cloud-based version is considered less robust than the on-premise version, lacking features like interactive dashboards and advanced reporting. |
| Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Starter license $118.00 $118.00 per year |
Sage CRM Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 1 More
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| Videos | Not Available |
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| Company Details |
Not available |
Located in: New Castle, Delaware |
| Contact Details |
Not available |
+1 866-996-7243 |
| Social Media Handles |
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