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Sage CRM vs Apptivo: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Apptivo is based on a specific set of business needs and context. The comparison uses 6654 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Apptivo

Sage CRM, Apptivo, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

Apptivo focuses on Helpdesk Management, Contact List Management with E-Mail, Sales Document Management with E-Mail, Engagement Management, etc.

"There’s no way we can keep track of everything without Sage. It’s a quick way of looking at all the history, no matter how long ago it was. " - Andrea Brand

"Terrific system, immensely scalable, a feature list that is endless... " - William Anderson

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than Apptivo for

Software Failure Risk

  • medium

logo Apptivo

Focus area

Apptivo is better than Sage CRM for

Software Failure Risk

  • medium

About

Top-rated cloud financial management

Cloud Business Management Software Suite

Age

2002

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

67

76

Total Goals
(we found evidences for)

13

6

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management

campaign monitoring





communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management

creating contact list


pipeline management


customer case management


relationship management


social media management

social media analytics


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management


sales review & feedback






lead qualification


training & onboarding


follower management




distribution management



performance management


touchpoint management


channel management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve efficiency

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • chat

  • website

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • text SMS

  • trade shows

  • user generated content

  • blogs

  • mass media

  • promotions

  • Facebook

  • radio

  • television

  • on premises

  • video

  • See 17 more
  • e-mail

  • phone calls

  • chat

  • website

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • text SMS

  • trade shows

  • user generated content

  • blogs

  • mass media

  • promotions

  • Facebook

  • radio

  • television

  • on premises

  • video

  • See 17 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting