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Sage CRM vs Follow Up Boss: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Follow Up Boss is based on a specific set of business needs and context. The comparison uses 5009 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Follow Up Boss

Sage CRM, Follow Up Boss, 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.

Follow Up Boss focuses on Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.

"It became very apparent to all of us, if all of the data was in one centralized location then everyone could have access to current information all of the time, It was time to find a new solution. " - Karen Zfaty

"I was absolutely wowed by the skill set of the implementation team at Follow Up Boss. Out of the 10+ people I’ve dealt with in redoing our website and switching our CRM, the team at Follow Up Boss made everything VERY easy for me learn. They helped ...me navigate through some more advanced functionality - we moved at a good speed and I felt like I was their only client. " - Matt Talbot

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 Follow Up Boss for

Software Failure Risk

  • medium

logo Follow Up Boss

Focus area

Follow Up Boss is better than Sage CRM for

Software Failure Risk

  • low

About

Top-rated cloud financial management

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

Age

2002

Financials

M&A

NA

Business Need

Total Processes
(we found evidences for)

67

54

Total Goals
(we found evidences for)

13

7

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


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


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


discount management


promotion management









motivation 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
  • Improve ROI

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • Scale best practices

  • Improve brand engagement

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more
  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting