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Sage CRM vs Simpleview DMS: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 3581 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Simpleview DMS

Sage CRM, Simpleview DMS, 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.

Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, etc.

"The integration of our systems has been fundamental as previously there was a lot of manual data entry. " - Gillian Bright

"We looked around, and went through an RFP process like I think most people do, and Simpleview clearly rose to the top. We were impressed by how many clients Simpleview had. We were impressed by the website designs and we were impressed by the CRM ca...pability and how we could house everything in one place and have one system that everything else worked off of, which was really important to us. We wanted to streamline the processes within our office to be more efficient, to be more productive, to get better member engagements and this was an opportunity to do all of those things. " - Tony Cameron

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 Simpleview DMS for

Software Failure Risk

  • medium

logo Simpleview DMS

Focus area

Software Failure Risk

  • medium

About

Top-rated cloud financial management

Destination Management System most advanced solution

Age

2002

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

67

24

Total Goals
(we found evidences for)

13

4

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





distribution 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
  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 more

Top Channels

Channels Used

  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more
  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 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