Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
Sage CRM is an advanced CRM solution that contains three major modules: Sales, Marketing, and Customer Service. Sage CRM software is extremely customizable, adaptable, and scalable. The program may be deployed in the cloud or installed on your own server using an On-Premise software license. One of the key strengths of Sage CRM is that it integrates seamlessly with Sage’s flagship accounting products such as Sage 50 and Sage 200. The integration allows you to view vital accounting data from Sage within the CRM system. The interface between Sage accounts and Sage CRM allows you to make orders in CRM while eliminating data re-entry in Sage accounts.

Ease of use

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
The setup is complicated and time-consuming if you are working with a developer to design a custom solution with Sage. Once configured, the CRM is simple to use; nevertheless, the overall appearance is outdated. This is not the platform for you if you want a modern system with compelling graphics to drive user adoption. Besides, Sage CRM is equipped with intuitive drag-and-drop customization options that require little to no coding.

Support

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
Sage provides extensive product templates, guides, support, and training in a variety of languages so that you can learn the ins and outs of the program and incorporate it effortlessly into your existing workflow. It also has a variety of training videos on its own YouTube channel. Sage has a multitude of community forums organized by Sage product or business where you can quickly find the most frequently asked questions.

Who is it for?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
Sage CRM is tailored to the needs of small and medium-sized businesses. It is simple to deploy, install, manage, learn, and maintain for businesses who want to maintain a good reputation rather than their software. Sage CRM can get you up with operating in a matter of days. Most importantly, it is reasonably priced, so you can be confident that you are receiving the greatest possible value for your money. Users have extended the software to serve virtually every industry, including chemicals, construction, wholesale retail, nonprofits, food and beverages, and others.

Ease of Use

4.6
3.1

Support

4.6
3.4

API Access

yes
no

Free Trial

yes
no

Free Version

no
no

Contact Management

yes
no

Molile Access

no
no

Task Management

yes
no

Social Integration

no
no

Email Marketing

yes
no

Analytics & Dashboard

yes
yes

Lead Management

yes
no

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison