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Workbooks CRM – Your Alternative To Sage CRM

Sage is best known for its accounting and payroll software, but its CRM software isn’t the right fit for every organisation, with limited functionality and licensing that can cause costs to quickly rise.

The four most common reasons for switching are:

  1. Customer Satisfaction – Users are more likely to recommend Workbooks than Sage CRM
  2. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
  3. Core Functionality – Workbooks’ core functionality extends beyond marketing, sales and customer service to include marketing automation, order management and fulfilment, invoicing, supplier management and event management
  4. Vendor Relationship – In the mid-market Sage works through partners, while our clients prefer to deal directly with us
Workbooks CRM – Your Alternative To Sage CRM

Compare Workbooks with Sage CRM

Feature Title
Workbooks is rated higher by users than Sage for customisation, workflow capability, content and document management, and performance and integration.* Workbooks' customer support functionality with knowledge base capabilities and call centre features, rates at least 13 points better than Sage*.
When it comes to email marketing, campaign management, lead management and analytics, Sage doesn’t offer the breadth of features Workbooks does. Sage is also not as easily customisable to your business needs, with its customers only giving the platform a satisfaction score of 72% against a 87% for Workbooks*.
Support & Implementation
We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process. Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.
Sage customers give set-up a satisfaction score of 67% (14 points lower than Workbooks)*. The quality of support is rated 19 points lower at Sage than at Workbooks* – a very substantial difference that can dramatically impact your day-to-day.
Satisfaction & NPS
With one of the highest Net Promoter Scores (NPS) of 45 and 85% of our customers likely to recommend Workbooks*, your business is in safe hands. 88% of customers are satisfied that Workbooks CRM is going in the right direction*, which makes it a future-proof choice for your business.
Only 69% of Sage customers would recommend the software, which is also reflected in a negative NPS score of -13*; Only 53% of Sage customers rate Sage as going in the right direction*.
Mix & Match
Workbooks allows you to mix your licences across users. If you want some CRM edition and some Business edition, that’s completely fine.
Sage requires all users to be on the same licence level. If some of your users need Enterprise edition features, everyone needs to pay for that licence level.
Workbooks CRM – Your Alternative To Sage CRM image

Workbooks CRM – Your Alternative To Sage CRM

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months – 13 months less than Sage CRM.

Download your copy for a complete comparison of Workbooks and Sage CRM.

With other vendors, you
  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

With Workbooks you can
  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

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