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Sage CRM vs Zoho CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Zoho CRM is based on a specific set of business needs and context. The comparison uses 26447 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Zoho CRM

Sage CRM, Zoho CRM, 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.

Zoho CRM focuses on Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, 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

"Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks. " - Alex Tolbert

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 Zoho CRM for

Software Failure Risk

  • medium

logo Zoho CRM

Focus area

Zoho CRM is better than Sage CRM for

Software Failure Risk

  • medium

About

Top-rated cloud financial management

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Age

2002

1996

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

67

130

Total Goals
(we found evidences for)

13

19

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management


business development



engagement management

engaging and following up




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

engaging on social media

monitoring 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

customise loyalty program

identify target customers


sales review & feedback






lead qualification


training & onboarding




follower management


discount management


promotion management


subscription management






social media marketing




performance management





conference call management



channel management


touchpoint management


knowledge management


personalized marketing



segmentation and targeting


calendar management


revenue cycle management


sales commission management


relationship marketing





database marketing


lifetime value management



advocacy management


payment management




create learning path


courses & assessment

create learning path



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 ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more
  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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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