Businesses continue to benefit from Customer Relationship Management (CRM) as an integral part of operations. The core function of CRM software is to serve as a database of business and customer contacts. It has been improved and revised and is now capable of sales, marketing, and customer service functions. Users can use the software for automating sales activities, updating records, lead scoring, and email tracking. Other CRM software products can do sales goal planning and tracking, contract and document management, billing and invoicing, analytics, and nurture campaign mapping.

Let’s compare two popular CRM software choices: Zoho CRM vs. Sage CRM. We’ll look at their prices, features, and integrations to find out if they meet your business’s requirements. Feel free to use our Product Selection Tool to find more options. Our Technology Advisors can give you 5 recommendations that are suited to your business. Take advantage of our free and easy-to-use services.

Zoho CRM vs. Sage CRM: An overview

Zoho CRM is a product of software company Zoho based in Chennai, India. It boasts a cloud-based CRM software product that leads in the market for team collaboration, marketing automation, artificial intelligence (AI), analytics, and pipeline management capabilities. It can be used with other applications, such as other Zoho products, which makes it easy for its 10 million users to take advantage of its features. Businesses can use the software’s AI called Zia to find any information instantly and get lead and deal predictions.

Sage CRM is a cloud-based CRM software product that helps small and medium-sized businesses create a better user experience for its customers. It has tools that help users manage new and current customer relationships through its social CRM, helpdesk, customer service, and sales and marketing automation capabilities. Sage CRM is designed to track sales agent performance, schedule meetings, and forecast trends. Its analytics feature forecasts sales performance and tracks new opportunities, while its dashboard provides visibility on current sales deals. It comes with marketing tools for planning and executing promotion and marketing campaigns.

Read also: SugarCRM vs. SuiteCRM: Choosing Between A Proprietary And Open Source CRM

Zoho CRM vs. Sage CRM: A comparison of features

Zoho CRM comes with numerous features, but we will focus on the top ones:

  • Sales force automation: Zoho CRM automates sales processes and cuts down time spent on mundane tasks such as tracking contacts, sending emails, and scheduling sales appointments. It allows salespeople to generate estimates quickly and avoid making redundant and flawed data entries.
  • Analytics: Zoho CRM helps business owners monitor the performance of their business as it grows. Users can measure how every sales activity performs and break down quotas into targets that are achievable within a specific period. The product also lets users geographically segment customers to provide targeted services.
  • Omnichannel: Users can connect with customers through various channels while keeping information centralized. Such channels include email, telephone, social media, live chats, web forms, web conferencing, self-service portals, team collaboration, and real-time notifications.
  • Pipeline management: Users can identify leads and determine their potential to become customers before they’re passed on to salespeople. Customer information can be easily accessed through account management, contacts management, and deal management.
  • Marketing automation: Users can automate their email campaigns with Zoho CRM and create new leads. It integrates with apps like MailChimp to run ad campaigns and send marketing emails to customers with ease. Business owners can determine the ads that convert to higher sales using the software’s integration with Google Ads.

Sage CRM comes with its own set of features:

  • Sales: Sage CRM comes with pipeline management features to maximize the value of sales opportunities in its pipeline. It strengthens team selling and collaboration across all departments and reduces time spent in the office for admin tasks.
  • Marketing: This product helps increase ROI by producing highly-targeted customer communications. It lets users create, track, and manage marketing campaigns and track activities, costs, and results of every marketing activity. Users can use the software to see marketing performance in real-time for easier budget management.
  • Customer service: Sage CRM equips customer service agents so they can respond to customer issues quickly to reduce service request response times. It lets users save the cost of customer retention and support.
  • Remote and onsite support: Users can contact the vendor to receive remote, phone, or onsite support such as custom reporting, system implementation and set-up, 3rd party application integration, data import and export, and support and training.

Zoho CRM vs. Sage CRM: A comparison of pricing

Zoho CRM offers a 4-tier pricing model: Standard, Professional, Enterprise, and Ultimate. These models are charged on a per-user-per-month basis but billed annually. Each pricing plan has a free trial. You may contact the vendor directly to request a quote and make sure your business receives the services and features it needs.

Sage CRM does not have a free version but offers a free trial to interested users. It charges on a per-user-per-month basis and provides live online and in-person training, documentation, and webinars. Interested parties may contact the vendor to request a quote.

Zoho CRM vs. Sage CRM: A comparison of integrations

Zoho CRM integrates with third party applications with ease such as Google Drive, Microsoft Outlook, Google Calendar, QuickBooks, MailChimp, Zapier, FreshBooks, Gmail, and DocuSign.

Sage CRM integrates seamlessly with MailChimp, FileHold DMS, Salesfusion, Odyssee Sales, Esker, i-snapshot, Procore, Handshake, ForceManager, GoCardless, CloudCall Click, eBridge Connections Accounting, Campaign Monitor, Evolve IP Phone System, Maxemail, Gem Accounts, and Praxedo.

Make your choice count

There are a multitude of CRM software options, so make your choice count. In doing so, consider the product that comes with features like pipeline management and multichannel communication. Getting instant notifications is crucial when it comes to converting leads into customers. Your business should not miss any opportunity in the pipeline.

Want more CRM software options? use our Product Selection Tool to get a list of recommended vendors that meet your company’s feature requirements.