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Sage CRM vs OptifiNow: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 4028 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and OptifiNow

Sage CRM, OptifiNow, 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.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, 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

"As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software... and team has allowed us to do both. They are a great partner to our business. " - David Gonzalez

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 OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

OptifiNow is better than Sage CRM for

Software Failure Risk

  • low

About

Top-rated cloud financial management

Marketing Automation, Lead Management

Age

2002

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

67

56

Total Goals
(we found evidences for)

13

10

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


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

engaging on social media


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




segmentation and targeting


social media marketing





personalized marketing



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
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more
  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 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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low

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Migration Risk

low

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medium

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Business Setting