Unfortunately, there is a functional gap between the CRM on-demand and on-premise editions. The user interface clearly maximizes ease of use and minimizes user learning curves. The dashboard panels are better than many CRM competitors-they are customizable by user, display a mix of table and chart views, permit in-panel navigation (such as searching, page sequencing or taking record actions) and most permit drill-down to view expanded data sets. It's a classic browser-based interface with tabs across the header, navigation menus with images down the left margin and good use of flexible panels to display key metrics such as account lists, opportunities, tasks or calendar appointments. The user interface is comprehensive without being intimidating. Opportunity management supports territory management, multi-currency, product designations and quotes processing. The Sales Force Automation (SFA) suite covers the basics in account/contact/activity/opportunity management along with personal productivity tools such as calendaring and task management. Sage CRM is available in three editions-On-Demand Standard Edition, On-Demand Advanced Edition and On-Premise.

Sage Group, with its broad portfolio of CRM, ERP and business software products, retains over 6.3 million customers worldwide. Sage CRM is used by over 10,000 organizations and 3.1 million users in 70 countries in both on-demand and on-premise deployments, making it a strong contender in the small and midsize business CRM market.

Because Sage CRM and SalesLogix overlap, we reference SalesLogix at points where that solution differs or offers unique value. Therefore, the bulk of this CRM software review focuses on the Sage CRM (also known as ) product. While SalesLogix is available in a hosted model, that mode is neither its best fit nor the more popular deployment option. Sage offers three CRM software solutions-Sage ACT! for small businesses seeking contact management, Sage SalesLogix for small and midsize businesses (SMB) aspiring to full featured CRM objectives and SageCRM for SMBs desiring a native cloud CRM solution.

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