Sage CRM Review

Sage is a software company that helps businesses with everything from accounting to HR. 

As a result, its CRM tool is not its primary focus, and it’s not one of the best available. 

While it has helpful marketing, sales, and customer service capabilities, Sage CRM falls behind in integrations and fails to present a clear pricing advantage. 

Sage CRM Pros and Cons

Pros

  • Plentiful email Marketing Features
  • Sizable customer Knowledge Base
  • Solid Sales Reporting
  • Lots of Compatible Products For Other Business Needs

Cons

  • Unclear Pricing
  • Lack of Integrations
  • CRM Is Not Sage’s Priority
  • CRM Product Isn’t As Good As Sage’s Other Products

How Sage CRM Compares to Top CRM Software

Sage CRM is not one of the top CRM software tools available. Sage has a variety of business solutions, and its CRM tool is not its primary focus. 

While this tool has powerful capabilities, its pricing is unclear, and it lacks many third-party integrations. Some stronger CRM software tools include HubSpot, Salesflare, and Zoho CRM.

These tools do everything Sage CRM does, often doing them better, plus they have upfront pricing, powerful integrations, and their companies are more focused on CRM software specifically. 

Sage CRM Team Size

Sage CRM is intended for businesses with 100 employees at most. It has enough capabilities for the midsize business range, but it’s not as complex as an enterprise CRM. 

We appreciate Sage’s authenticity when specifying its target audience size. Some CRMs advertise “one-size-fits-all” but end up ineffective because they try to be everything to everyone. 

Larger businesses with hundreds of employees or more should consider a CRM like HubSpot or Salesforce instead of Sage. For solopreneurs and micro-businesses under 10 employees, Apptivo’s Starter plan is a suitable alternative.

Sage CRM Capabilities

Customer relationship management is a vague term. CRMs cover everything from marketing and sales to customer service and project management. Sage CRM is focused on marketing, sales, and customer service. 

On the marketing side, Sage CRM lets users track sales opportunities and new leads. Users can plan marketing campaigns, manage them with more than one channel, and track their results. 

After a marketing campaign is complete, users can run campaign reports, showing statistics like clicks, unsubscribes, and open rates. Sage CRM also has email automation letting users send surveys to their contacts and create call lists based on their responses. 

According to Sage, its CRM has increased customers’ sales team productivity by up to 40%. Its intuitive sales reporting lets users forecast business performance, quickly make informed decisions, and track important opportunities in the pipeline.

Its mobile app lets team members access customer information on the go. Sage also claims its CRM has boosted customer satisfaction by up to 25%. 

With Sage CRM, team members can monitor customer service metrics like resolution time, history, and call volume. Its knowledge base is a centralized platform where users can efficiently store and access valuable customer service information and solutions. 

When it comes to CRM capabilities, Sage does not disappoint. It provides valuable tools for businesses that need help with email marketing, sales productivity, and customer satisfaction. 

Sage CRM Integrations

When managing customers and leads, having to navigate between multiple platforms is not efficient. CRMs address this issue by providing integrations so different tools can be accessed from the same platform. 

Sage CRM integrates with MailChimp, allowing users to create and track email campaigns. Users can send up to 2,000 emails for free through the MailChimp integration. It provides email templates and allows users to customize their own. 

Sage CRM also includes integrations with CRM Together, Greytrix, My CRM Manager, and TimeLinx products. 

However, Sage CRM is severely lacking third-party integrations compared to its competitors. By comparison, HubSpot has over 500 integrations and is adding more every month.

Sage CRM Price

Sage does not list its CRM price directly on its website. According to our research, Sage CRM pricing is extremely complex and involves licensing fees, monthly payments, and annual support plans. The price varies depending on number of users, features needed, and servers used. To learn what your price would be, you’ll need to contact Sage directly for a quote.

We understand there are benefits that come with delaying the discussion of pricing. However, most CRM providers are transparent with their pricing plans up front. We think Sage CRM’s pricing is too complicated and unclear, especially for a CRM that positions itself as straightforward and easy to use.

Sage Intacct

Sage Intacct is a cloud solution for financial management. It’s recommended by credible players in the financial industry and is one of the best products Sage has to offer. If you need financial management alongside your CRM services, Sage Intacct makes Sage CRM a stronger potential option. 

Sage Intacct was built by financial experts and is intended for forward-thinking financial leaders. The AI-powered system has three financial leadership modules that will take you from historian to real-time CFO to data scientist. 

This adjustable tool can be integrated with ADP, Salesforce, and other cloud services. It helps simplify a business with its HR, planning, analytics, and financials. The Interactive Visual Explorer lets users explore its live financial data and includes more than 200 pre-existing visuals. 

The pricing of this product varies based on your industry and business needs. You can contact Sage directly for a quote. 

Sage Accounting

Sage Accounting is a bookkeeping software intended for small businesses. It has invoicing, remote access, and automation features that help improve cash flow and ensure faster payments. As with Sage Intacct, if you need accounting support as well as CRM services, Sage might be a good company for you.

Sage Accounting is an easy-to-use cloud-based software that can be set up on any device. It lets users automatically draft, send, and track invoices. It also allows users to generate custom estimates and quotes depending on the customer. 

Admin tasks can be automated, and payments and expenses can be auto posted from connected accounts. For easy collaboration, this can be shared with a user’s account or team. Sage Accounting can be connected to Stripe for easy payments. This allows users to include a convenient “Pay Now” button on invoices. 

It has a helpful dashboard that lets users view monthly cash flows and stay informed on accounts. AutoEntry lets users capture and post receipts and invoices. Users can connect their bank accounts to Sage Accounting to automatically track revenue and expenses.

Sage Accounting is broken down into two plans. Sage Accounting Start is intended for solopreneurs and micro-businesses, and it costs $10 per month. It includes automatic bank reconciliations, invoice sending, and debt tracking.

The Sage Accounting plan is for small businesses and costs $25 per month. Some of its features include cash flow forecasting, unlimited users, and quote and estimate sending. 

To sweeten the deal, Sage throws in 24/7 customer support, a 30-day free trial, and a one-on-one session with a Sage Accounting expert. Sage Accounting has all the basics and is more affordable than competitors like QuickBooks. If you need more advanced accounting features, QuickBooks or FreshBooks may be a better option. 

Sage Business Cloud X3

Sage Business Cloud X3 is a software tool designed for production management, supply chain management, and financial management. It is intended for established businesses aiming for more adjustability, insight, and efficiency. If your business needs to dovetail these tasks with your CRM, Sage could be a good option for you.

Sage X3’s supply chain management uses inventory status monitoring to meet customer demand and keep things running smoothly. This helps with sales management, customer service, purchasing, and inventory management. 

Its financial management tools focus on fixed assets, financial reporting, accounting, and budgeting. Sage X3 has personalized workspaces and an intuitive mobile app. Industries it specializes in include food and beverage, discrete manufacturing, process manufacturing, services, chemicals, and distribution. 

Sage X3 integrates with apps like Prophix, Avalara, Datalinx, and Altec to help grow businesses. A study conducted by the Forrester Total Economic Impact (TEI) revealed the average investment payback time for Sage X3 is only six months, and its overall ROI is 213%. 

Sage Business Cloud X3 is personalizable and serves different industries. Therefore, it’s pricing varies depending on your business needs. Sage offers a free demo of the product and can be contacted for pricing specifics. 

Sage People

Sage People is a flexible people management and cloud HR software. It has been ranked the top people management and HR system by Salesforce and has end users in over 150 countries. Again, this is a product that can make Sage more valuable for your business as a whole, or if you need both HR and CRM services.

Even if an organization has locations in different countries, its compliance can all be handled from one source via Sage People’s tracking of local regulations. For recruiting, Sage People has talent acquisition software. It uses automatic screening and advertising to make the recruiting process more efficient. 

Its attendant and leave management allows users to track their workforce in every location. For compensation management, Sage People integrates with third party apps like benefit carriers and multiple payrolls. It also includes features like goal setting, performance reviews, and talent management. 

The price for Sage People varies depending on your business needs. Contact Sage for a demo of the product before purchase. 

If you’re in an organization with multiple locations and need a way to manage your HR, Sage People is an excellent option. It has been backed by credible companies and is suited for global enterprises as well. If your business only has one location, this is not a necessary purchase.

Summary

It’s difficult to find aspects of Sage CRM that separate it from its competitors. This tool meant for small to midsize businesses has capabilities, but it lacks integrations and has complicated pricing. Sage is an incredibly successful and powerful software company, but we can’t say the same about its CRM tool. 

As described in this article, Sage has a wide range of acclaimed products to help with everything from HR to accounting and financial management (and more–we couldn’t even list all of Sage’s other products here). We’d have no problem recommending any of these options. 

The problem is, Sage’s CRM product just doesn’t live up to their standards. It is simply outmatched by competitors like Zoho CRM, Pipedrive, and HubSpot. So while there are award-winning Sage products that could be a perfect fit for your business, we recommend looking elsewhere if all you need is CRM software. 

6 Best HR Payroll Software for Small Businesses (2021)

We’ve had many people ask us how we handle payroll and HR for our remote team, considering we have over 150+ team members spread worldwide.

HR payroll software can streamline HR tasks and make payroll as easy as clicking a button.

In this article, we’ve hand picked some of the best HR payroll software you can use for your small business including remote teams.

Best HR payroll software for small businesses

Note: Want to join our fast growing remote team? We’re hiring :)

Why You Need HR Payroll Software?

HR processes like hiring, employee onboarding, running payroll, and managing benefits are very time-consuming. As a small business owner, you’re looking to save time and money wherever you can.

With HR payroll software, you can automate specific tasks and collect data to improve how your business runs.

Using HR payroll software can help to streamline your small business in a lot of ways:

  • It’ll help to make your HR team more efficient, so they can work on other projects
  • It’ll ensure you’re always paying and withholding the right amount
  • It’ll help you avoid fines and compliance issues
  • It makes managing PTO and bonuses much easier
  • It makes offering employee health insurance and other benefits easy
  • It streamlines employee onboarding, so new hires can get to work sooner

If you’re running an online store or small business website, then using HR payroll software will make your life easier and your employees happier.

No matter if your team is in-person or remote, you can use these HR software to simplify your business operations.

That being said, let’s take a look at the best HR payroll software that you can use with your WordPress website.

1. Gusto

Gusto

Gusto is the best payroll software in terms of features and ease of use. They offer a ton of functionality and flexibility, so you can create the ideal payroll and HR setup for your small business.

It’s used by over 100,000 small businesses, just like you.

The cloud-based payroll system is simple to set up, plus it gives your workers a dashboard to manage their employee information.

You’ll find standard payroll management features like automatic deductions and filings, direct deposits, and W-2s and 1099s.

It will automatically calculate and file local, state, and federal taxes. There are also plenty of integrations with popular accounting software like Quickbooks, Clover, Xero, and more.

Note: We use Gusto at WPBeginner to manage payroll for remote team members across different states. We started using Gusto back when it was called ZenPayroll and have been loving it since then.

When we were smaller, we used their HR features, but we’ve outgrown it since our team is now worldwide, and Gusto doesn’t support non-US team members.

However, their platform is packed with enough HR functionality to be an all-in-one tool for most US based small businesses.

For example, you can set up employee health insurance enrollment, 401k, workers comp, commuter benefits, and employee savings programs.

Gusto has a range of employee onboarding features like custom offer letters, document signing and storage, onboarding checklists, even software account creation and management.

There are also time tracking tools, compliance paperwork filing, anonymous surveys, and virtual org charts for users on the higher plans.

Best of all, Gusto offers month to month pricing. So, there’s less risk when moving or starting your new payroll system.

The plans start at $19 per month for small teams of 1 to 2 people. Most small business owners will find the Core plan the most valuable, it starts at $39 per month. Higher level plans give you more features like time tracking.

Expert Review: We believe Gusto is the best payroll software for small businesses. They offer a hassle-free experience, and the best part is that they don’t nickel and dime you like payroll services from your bank or some other larger well-known industry players.

2. BambooHR

BambooHR

BambooHR is the best HR software for small businesses.

It’s a complete Human Resource Management System (HRMS) and is trusted by over 20,000 businesses to manage HR tasks. It’s very intuitive, easy to use, and well suited for companies of all sizes.

The cloud-based system focuses on HR tasks like hiring, compensation, onboarding, and company culture.

There’s an applicant tracking system (ATS) that speeds up the hiring process, and performance management features to improve your company culture.

It also includes employee benefits tracking, PTO management, easy employee onboarding, training, and more.

This SaaS tool is big on employee data collection, which makes it easy for business owners to make informed decisions about new hires.

It’s one of the few providers that qualifies as a Human Capital Management (HCM) tool, which helps your employees reach their potential.

Note: We have a worldwide remote team in 27 countries, so we started using BambooHR. They make it simple to manage everything across multiple countries and time zones.

Their Android and iOS mobile app is handy and lets team members manage their information at home or on the go. It also makes it easy to find employee contact information throughout your organization.

BambooHR offers custom pricing based on your business needs. But there are two different plans you’ll choose between.

The Essentials plan has standard HR management features like PTO, benefits administration, document storage, and more.

While, the Advantage plan includes an ATS, onboarding and offboarding features, and advanced reporting functionality.

Since BambooHR doesn’t offer full-service payroll features, we use Gusto and BambooHR together to manage all of our HR and payroll needs.

However, you will find addons for tax filing, time entry and timesheets, overtime pay, and various employee performance review tools and assessments.

BambooHR is designed with small businesses in mind, but it is also used by companies like ZipRecruiter, Grammarly, and Postmates. This software can grow with you as your company grows, and we can vouch for that 100%.

Expert Review: We believe BambooHR is the best HR software for small businesses, hands down. This is why we use it on WPBeginner.

3. OnPay

OnPay

OnPay offers HR payroll software and is a great option for growing small businesses and startups.

Their payroll solution is flexible and supports business owners who have contract, part-time, and hourly employees. Managing all of this on your own can be difficult and time consuming, but with OnPay, it’s much easier to do.

Since payroll doesn’t run automatically, you can choose which employees you want to pay before you run payroll. It’s not as automated as other solutions, but some business owners might need more control.

You can pay employees via direct deposit, printed check, or debit card.

It includes other features like unlimited payroll runs, tax filing, support for multiple pay schedules and rates, unemployment insurance withholding, and more.

You can also integrate your business payroll with your preferred accounting and time-tracking software.

The pricing is straightforward, with a base fee of $36 per month and an additional $4 per person. So if you’re a 50 person company, you’ll pay $236 per month.

Since there’s only one plan, you get access to all features, including HR tools.

The bundled HR tools include templates for employee offer letters, paid time off management, HR document management, and more.

Expert Review: We believe OnPay is the best HR and payroll tool for businesses with contract and hourly workers.

4. QuickBooks

QuickBooks Payroll

Quickbooks Payroll is one of many Intuit products designed to make the lives of small business owners easier.

If you’re already using QuickBooks accounting software, adding QuickBooks Payroll only takes a couple of clicks. It has a beginner friendly user interface and makes payroll tasks a breeze.

You’ll find useful features like business receipt capture, automated taxes and payroll, in-depth reports, and support for all 50 states.

Quickbooks has also partnered with MammothHR to bundle the HR features you require.

They offer no contract pricing that starts at $45 per month for the Core plan. This plan gives you all the necessary features to manage HR and payroll including, automated payroll, health benefits, 401k plans, and more.

You’ll also find higher-level plans that start at $75 per month and give you additional features like same-day direct deposit, workers comp support, and mobile time tracking.

Expert Review: We believe QuickBooks Payroll is the best payroll and HR software for businesses who use Quickbooks accounting software. With that said, we use QuickBooks for our bookkeeping and accounting, but we prefer to use Gusto because they help us with state compliance and really make the experience hassle-free.

5. Paychex

Paychex

Paychex is another common choice for online HR payroll software for small businesses.

It’s easy to use and comes equipped with payroll and HR features like new hire reporting, payroll tax administration, direct deposit, time tracking, and more.

Where it really stands out is its reporting features.

If you’re on one of the higher plans, you can access 160 different reports or create reports based on your own parameters. This will help you make data-driven decisions to grow your business.

The easy to use online dashboard lets you manage your payroll processes, health insurance and benefits, retirement, and more. Workers also have an employee self-service portal to manage their personal information.

You can also link your existing accounting software like Quickbooks or Xero directly into payroll.

The best plan for most small businesses will be PayChex Flex Select. This plan includes standard payroll features, along with HR and employee management functionality.

Pricing for the PayChex plans is hidden online, but it’s quote based pricing, so you’ll pay based on the features you need.

If you want advanced HR features like employee training and performance feedback, you’ll need the Paychex Flex Enterprise plan.

Expert Review: We believe Paychex is the best payroll and HR software for businesses who need detailed reporting.

6. ADP

ADP

ADP offers robust payroll services for small and growing businesses.

ADP is a leader in providing outsourced HR for large-scale companies. But, they offer the RUN service, which compiles decades of HR experience into an easy-to-use software.

With ADP RUN, you’ll find standard features like easy tax filing, automated payroll, direct deposit, compliance for all 50 US states, along with mobile and web-based timecards for employees.

There are also integrated HR features like employee health insurance, retirement services, and built-in onboarding processes for new employees.

ADP doesn’t share its pricing publicly.

But, the pricing is custom to your business. If you only need payroll assistance, this will be cheaper than bundling payroll and HR software together.

The more expensive plans offer features like employee background checks, integration with ZipRecruiter, and more advanced payroll features like unemployment tax deductions and wage garnishment.

Expert Review: We believe ADP is the best long-running payroll and HR provider for business who need a wide range of services. However their pricing may feel unfriendly towards small businesses.

Which is the Best HR Payroll Software for You?

After carefully researching all of the top HR payroll service providers, we believe that Gusto is the best HR payroll software in the market.

Their plans are flexible and affordable and can support single person businesses up to businesses with thousands of employees. Alongside these features, you’ll find a helpful and dedicated customer support team.

The best part is that Gusto is a complete all-in-one solution. It offers automated payroll, tax support, HR features, and unique employee benefits that other software solutions don’t provide.

Gusto best HR payroll software recommendation

For all the reasons above, we decided to use Gusto in our own business and rate it as the best HR payroll software in the market.

In our research, BambooHR and OnPay came as very close seconds. We use BambooHR in our own business for every single HR-related task. However, the lack of full payroll features stops it from being an all-in-one tool.

You can’t go wrong using either of these tools. If you don’t mind using more than one software, the combination of Gusto and BambooHR supports our worldwide remote business of over 150 employees, and it can do the same for you.

We also looked into other service providers like Patriot, Zenefits, CoreHR, Paycor, SurePayroll, and more.

However, we decided not to list them all so we can help make your decision easier by avoiding choice paralysis. Our goal is always to make it easy for you to choose the best software provider for your business needs.

HR Payroll Software FAQs

After helping thousands of business owners choose the best HR and payroll software, we’ve answered many different questions.

Below are some of the most frequently asked questions about HR and online payroll solutions.

What is the easiest payroll software to use?

The easiest payroll software to use is Gusto. The user onboarding is straightforward, simple, and even fun. As an HR manager or business owner, you can simply set up your automated payroll and taxes.

Plus, your employees have dashboards to manage their employee information, download pay stubs, and more.

With that said, most online payroll processing software in our list are easy to use. OnPay is another good option for delivering a good user experience.

What is the best HR software for small businesses?

The best HR software for small businesses is BambooHR.

The customizable plans ensure you’re getting the perfect HR solution for your unique business needs.

Plus, it can support small, midsize, and large companies with ease.

It’s what we use to manage HR for our 150+ person global remote team.

What is the best free payroll software?

There are free payroll software available, but we don’t recommend using them.

Payroll is a complex process that requires employee tracking and payment, plus withholding the correct amount for taxes.

Paid payroll software like OnPay and Gusto are more accurate and secure than free alternatives. They help you save time while avoiding the regulation hassle, so you can focus on growing your business.

Can I use Excel for payroll?

Yes, a lot of small business owners use Excel to calculate payroll by hand. However, this only works if you have a small number of employees and a relatively static business.

Also, there’s no guarantee that the calculations you’re doing will be accurate.

If you have the budget, we recommend investing in paid payroll software. There are affordable options, especially if you only have a few employees.

We hope this guide helped you choose the best HR payroll software for your small business. You may also want to see our comparison of best business phone services and best email marketing software for small businesses.

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The post 6 Best HR Payroll Software for Small Businesses (2021) appeared first on WPBeginner.

Working With ArrayDataProviders Using JavaScript Functions in Visual Builder

Storing data in ArrayDataProviders (rather than SDP) is useful whenever you want to further modify the data on the client side — for example, if you are looking to create updatable tables in your UI. A common follow up question is, "how can I do additional processing/updates on all the records I'm storing in the ADP?" This is what this post is about.

Since the records are now stored on the client-side, you can access them through JavaScript. You can, for example, write a page level module function to loop over the set of records and modify them. For example, in the video below I'm using this little function to raise the salary of all the employees: