If you’re still working off Excel for your contact management solution or if you’re switching from a legacy CRM system to a new one, you might be considering either Sage CRM or SugarCRM. If you are searching for an objective comparison of Sage CRM vs. SugarCRM, look no further. This piece was created to help you make an insightful final decision.
Core differences: Sage CRM vs. SugarCRM
- Sage CRM is an ancillary addition to your ERP platform. Sage doesn’t sell Sage CRM directly; rather, it’s sold alongside their other products. This means that the product serves to complement your ERP use.
- CRM is all that SugarCRM focuses on; it’s not part of a suite of other products.
- Sugar is equipped with more 3rd party integrations – more on this below. But note that Sugar is known as a CRM solution with complete integration flexibility, customer mapping and can integrate with all of your custom ERP modules. Learn more about the SugarCRM Integration for Sage 100 here, which turns your ERP platform into a true cloud solution.
- Sage CRM does not have a cloud version. The discontinued cloud offering requires Sage CRM users to run their platform on-premise and requires a SQL server. Naturally, Sage CRM can be run from a hosted server just like Sage 100 ERP, but this is typically not recognized as a “cloud” solution.
- Sage CRM is not browser based. It runs within Sage 100 ERP. SugarCRM is its own browser-based application and runs in a browser of your choosing on a computer of your choosing. For example, SugarCRM can be run on a Windows Machine, an Apple Machine, a computer in a hotel business center, etc. Sage CRM can only be run on a Windows machine that is connected to the SQL Server and network where Sage 100 ERP is running. It can be hosted by a 3rd party, but this comes at an additional cost.
- SugarCRM also has the flexibility to be hosted on-premise or in a public or private cloud in addition to the hosting provided by SugarCRM (at no extra charge).
Probably one of the most important factors in your decision is whether the solution fits your budget. Both Sage CRM and SugarCRM have multiple pricing options with varying prices based on the edition and features you need. Both systems do offer a free trial. So, let’s get started with the comparison.
SugarCRM comes in three editions: Sugar Professional, Sugar Enterprise, and Sugar Ultimate.
Sugar Professional requires a minimum annual purchase and starts at $40/user/month. With this edition, you get:
- Online support
- 15GB storage
- Sales automation and forecasting
- Customer service and case management
- Lead management and sales campaigns
Sugar Enterprise requires a minimum annual purchase and starts at $65/user/ month. This edition was designed for larger and more established businesses, while Sugar Professional caters to smaller and growing businesses. With Sugar Enterprise you get:
- Role-based views and permissions
- Advanced workflows
- 100 concurrent customer self-service portal users
- 60GB of storage
- 12 hours a day/5 days a week of email and phone support
- Forecasting and product-level quotes
Sugar Ultimate offers the best level of support. It also requires a minimum annual purchase, and, starts at $150/user/month. Sugar Ultimate’s features include:
- 5 sandbox instances
- 24×7 support
- 250GB storage
- Assigned Technical Account Manager
Another feature you can add is called Hint Relationship Intelligence. This requires a minimum annual purchase, and, starts at $15/user/month. Relationship Intelligence enables the filtering of customer intelligence from various social data sources. Other features include:
- Real-time company news
- All customer contact and social information with just a name and email
- Import contact data into SugarCRM
- Improves conversion rates
- Adds intelligence to every stage of your sales funnel
Sage CRM Pricing
On the other hand, Sage CRM offers a quote-based pricing model depending on what you need. Features you can get with Sage CRM include:
- Customer care
- Social CRM
- Planning, budgeting, and forecasting
- Salesforce automation
- CRM/Marketing automation
- Project management
And, the pricing can vary depending on your business size. For instance, Sage CRM designs packages for:
- Small businesses
- Medium-sized businesses
- Growing businesses
Once you define your number of users and the features you need, you can then conveniently request a customized quote, but as a guide:
- Sage CRM requires Microsoft SQL Server
- If you own Sage 100 ERP, the first user is free. After that, named users are $1155/user/year
- Concurrent users (not named) increase to $1785/user/year.
|Sage CRM User $ (requires Microsoft SQL Server)|
|Sage CRM Server (included with Library Master)||Included||Included||Included||Included||Included|
|First Named User||Included||Included||Included||Included||Included|
|Named Users 2-50 (per user)||$1155||$1155||$1155||$1155||$1155|
|Named Users 41-200 (per user)||$1095||$1095||$1095||$1095||$1095|
|Named Users 201+ (per user)||$1035||$1035||$1035||$1035||$1035|
|Concurrent Users 2-50 (per user) - add-on for existing only||$1785||$1785||$1785||$1785||$1785|
|Concurrent Users 51-200 (per user) - add-on for existing only||$1725||$1725||$1725||$1725||$1725|
|Concurrent Users 201+ (per user) - add-on for existing only||$1665||$1665||$1665||$1665||$1665|
Of course, if you want to extend functionality for each CRM system–you can. Depending on what you need, you can integrate with email marketing systems, social marketing systems, VoIP systems, helpdesk features, and more. Here are lists of several integrations available for each.
- Campaign Monitor
- FileHold DMS
- Evolve IP Phone System
- Odyssee Sales
- Gem Accounts
- eBridge Connections Accounting
- Sage 100
- Constant Contact
- Campaign Monitor
- Olark Live Chat
- And so much more…
Overall, SugarCRM offers around 158 integrations. Sage CRM offers around 23 integrations.
Both SugarCRM and Sage CRM offer unique, drag-and-drop tools for adding new fields to existing tables. It is quite easy to create new custom objects in either system. Although if you want to create custom tables in Sage CRM, you may need additional training. With SugarCRM, you can even customize forms. Yet, both offer an easy way to add and customize new fields.
Mobile CRM means you have access to all your customer data, anywhere you go. In the digital age, it is essential to employ mobile computing. This is especially true for outside sales reps and contract workers–they still need the ability to work from any location.
Sales reps need the option to take calls and message clients while on the go. Plus, as consumers become less patient, they are less willing to wait on a sales rep to head back to the office to search for “more information.” According to Innoppl Technologies, 65% of sales reps who have access to mobile CRM have successfully achieved their sales quotas.
With mobile CRM, sales reps can work at any time, and enter data on any new opportunity–from anywhere. The database is always in-hand. Sales reps no longer have to leave the dreaded, “I’ll get back to you soon message.” Instead, your sales reps spend less time closing deals because they always have access to important customer data.
The Sugar Mobile App has a robust mobile solution, which works on phones or tablets. Similar to the Sugar desktop experience, Sugar Mobile allows you to locate and use key information to easily manage your sales, marketing, and support activates. Additionally, Sugar mobile works with connections with these types of devices:
Sage CRM mobile is a bit more complicated, as cloud and mobile are not a large part of the Sage CRM strategy. Sage CRM mobile can be accessed on a mobile browser, without downloading an app, and it’s intelligent enough to recognize when users are accessing the system from their phones (the interface changes to better suit the small screen). However, the app functionality that’s available leaves much to be desired. The functionality of the Sage CRM mobile app can often be restricted to certain users. Sage CRM mobile is available on these types of devices:
Both Sage CRM and SugarCRM are platforms that may fit into your CRM strategy. However it’s important to make sure you’re aware of the core differences, be it differences in corporate philosophies, product roadmaps, functionality, hosting options or third party integrations.
Reach out to us today to learn more about Sage CRM or SugarCRM today.