Sage CRM from Sage Treasury

Offers comprehensive CRM capabilities that are easy to use, integrate with existing systems, and provide robust analytics, enhancing customer engagement and service efficiency.

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Product analysis by function

Investment Banking CRM for Investment Banking

Specialized CRM systems designed for investment banking relationship management and deal tracking.
More Investment Banking CRM More Investment Banking ...

User Management and Access Control
(7 Yes /7 Known /11 Possible features)

Client and Contact Management
(12 Yes /12 Known /12 Possible features)

Deal and Pipeline Management
(10 Yes /10 Known /11 Possible features)

Task and Activity Management
(9 Yes /9 Known /10 Possible features)

Integration Capabilities
(9 Yes /9 Known /10 Possible features)

Compliance, Security and Audit Logging
(7 Yes /7 Known /10 Possible features)

Reporting and Business Intelligence
(9 Yes /9 Known /10 Possible features)

Mobile Access and Usability
(6 Yes /6 Known /9 Possible features)

Customization and Extensibility
(9 Yes /9 Known /10 Possible features)

Collaboration Tools
(6 Yes /6 Known /9 Possible features)

Data Quality and Data Enrichment
(7 Yes /7 Known /10 Possible features)

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Role-based Access Control Assign different permissions to users based on their roles within the organization.		Role-based access control is a standard CRM functionality. Sage CRM documentation (on sage.com) references user roles and granular permissions.
Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider.		Sage CRM supports Single Sign-On via SAML and integration with corporate identity providers per product documentation and partner materials.
User Activity Auditing Track and log user actions within the system for security and compliance purposes.		User activity auditing/logging is included for compliance and security, as outlined in Sage CRM user/admin guides.
Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins.		Sage CRM supports multi-factor authentication through certain configurations and external SSO integrations.
Customizable User Profiles Configure user profiles with distinct fields for investment banking.		Supports customizable user profiles with sector-specific fields; outlined in product configuration guides.
Delegated Administration Allow certain users to manage others’ permissions and settings.		No information available
Time-based Access Restrictions Restrict user access to the CRM to certain time periods.		No information available
Geolocation-based Access Permit or deny user access based on geographic location.		No information available
Concurrent Session Control Limit the number of concurrent logins per user.		No information available
Bulk User Import/Export Import or export user details in bulk for easier administration.		Bulk user import/export is supported via administration tools and CSV import/export functionality.
User Deactivation/Termination Easily deactivate or remove user accounts when necessary.		Deactivation and termination of user accounts is available via user administration interface.

Contact Database Centralized repository for client, contact, and entity data.		A core feature of Sage CRM is a centralized contact and client database.
Relationship Mapping Visual and data-driven mapping of connections among people and organizations.		Provides relationship mapping, including organizations, people, and custom entity linkages.
Custom Fields and Tagging Define custom fields and tags for segmentation and classification.		Custom fields and tagging are supported via admin customization functions.
Historical Interaction Logging Log all meetings, calls, emails, and notes with clients.		Sage CRM logs all interactions (emails, meetings, calls, notes) for client records.
Client Hierarchies Support parent-child and group structures for complex client organizations.		Supports client hierarchies and parent–child entity structures.
Prospect Management Manage leads and potential deals in pre-engagement phases.		Lead/prospect management is a stated use case in Sage CRM product literature.
Bulk Contact Update Make changes to multiple contacts at once.		Bulk contact update can be achieved via bulk edit and import/export capabilities.
Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc.		Contact lifecycle status (e.g., active, former) can be configured and tracked under contact/entity status.
Data Deduplication Identify and merge duplicate contact/client records.		Sage CRM offers data deduplication tools and duplicate-check during data entry/import.
Client Segmentation Group clients by sector, region, activity, and more.		Advanced segmentation tools for client classification by attributes are available.
Advanced Search and Filtering Advanced search and custom filters for database use.		Advanced search/filtering is supported across all contact and deal records.
Contact Import/Export Bulk import or export contact records.		Contact import/export is built-in for batch data management.

Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages.		Deal pipeline visualization (including customizable dashboards) is a marketed feature.
Customizable Deal Stages Define unique deal stages specific to your organization or sector.		Deal stages can be fully customized to fit any investment banking workflow.
Deal Origination Tracking Track source and origination activity for new deals.		Supports deal origination source tracking as part of opportunity management.
Pipeline Value Calculation Calculate total value, probability, and pipeline metrics.		Pipeline value and probability metrics are standard in Sage CRM opportunity management.
Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs.		Mandate/document repository functionality through attachments and linked documents.
Deal Team Assignment Assign internal users to deal teams for collaboration.		Deal team/user assignment available for collaboration within deals.
Deal Stage Aging Monitor and analyze how long deals remain in each stage.		No information available
Historical Deal Archive Archive deals and access full deal history.		Historical deal/archive access is supported via database and reporting features.
Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions.		Sage integrates with many finance/ERP and diligence platforms through APIs & connectors.
Notes and Task Assignment Assign tasks and track notes related to deals.		Task assignment and note tracking are core workflow features.
Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views.		Pipeline filters and custom views are supported in deal/opportunity modules.

Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged).		Basic automated task triggers can be configured (e.g., on new deal), per workflow documentation.
Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks.		Recurring task scheduling is included in calendar/task modules (integrates with Outlook).
Activity Timeline Chronological view of all past and upcoming activities.		Activity timeline views are part of every client/deal record.
Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc.		Integration with Outlook, Gmail, and other calendars is supported.
Notification and Reminders Automated notifications for upcoming or overdue tasks.		Supports event/task notifications and reminders—configurable by user.
Task Delegation Assign tasks and track delegation progress.		Task delegation and assignment supported in the workflow engine.
Document Collaboration Share and co-author documents related to tasks/activities.		Collaboration on documents (attachments, comments) is supported, but true co-authoring may require DMS integration.
Task Progress Reporting Automated reports on open, completed, and overdue tasks.		Task reporting/dashboarding is available (completed/open/late, etc.).
Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once.		Bulk creation/edit of tasks is possible using admin or batch-edit features.
Activity Approval Workflows Route tasks or activities for managerial approval.		No information available

Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.).		Email integration is provided out-of-the-box for Outlook, Gmail, others.
Calendar Synchronization Bi-directional syncing with calendar systems.		Calendar sync (bi-directional) with Outlook and third-party providers is supported.
API Availability Availability of well-documented REST/SOAP APIs for custom integrations.		Sage CRM provides extensive REST/SOAP APIs with published documentation.
Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.).		Integration with third-party data providers possible via connectors and API, e.g. LinkedIn, business databases.
Mobile App Integration Linking with mobile applications for on-the-go access.		Mobile app integration is available for field/mobile access.
Document Management System (DMS) Integration Connect with DMS like SharePoint or Box.		Integrates with SharePoint, Box, and other DMS for enhanced document management.
Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya).		No information available
CRM Data Import Tools Bulk import historical CRM data from legacy systems.		Tools for importing legacy CRM data are available (CSV import, data migration utilities).
Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack.		Integration with Microsoft Teams/Slack and similar platforms available through add-ons or API.
Customizable Webhooks Custom webhooks for near real-time data flows.		Customizable webhooks can be configured for automating external notifications.

GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws.		Sage CRM offers features and documentation around GDPR/CCPA compliance.
Regulatory Data Retention Ability to enforce mandatory retention periods for records.		Retention policy tools available for compliance teams.
Complete Activity Audit Log Comprehensive tracking of user and system actions.		Complete audit logging of user/system actions is available in admin tools.
Field Level Security Restrict visibility/editability of sensitive fields by user or group.		Field-level security (visibility and edit restrictions) is available.
Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks.		Data encryption both at rest and in transit is a highlighted security feature.
Configurable Access Reviews Tools to periodically review and reconcile user access.		No information available
Data Masking Obscure sensitive data for non-privileged users.		Data masking is available for certain sensitive fields.
Automated Compliance Reporting Generate required reports for auditors or regulators.		Automated compliance/audit reporting is available to support regulatory requirements.
Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts.		No information available
Legal Hold Functionality Preserve records for legal or regulatory proceedings.		No information available

Custom Dashboard Builder Create bespoke data dashboards for different teams or users.		Users can build custom dashboards for data and metrics visualization.
Ad Hoc Reporting User-friendly tools for custom, on-demand reporting.		Ad hoc reporting tools are included for users to build custom queries.
Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders.		Reports can be scheduled and automatically sent to stakeholders.
Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data.		Drill-down in charts and dashboards is supported in reporting modules.
Export to Excel/PDF Export report outputs in widely used formats.		Reports and grids can be exported directly to Excel or PDF.
Historical Comparison Reports Compare metrics across different periods, deals or teams.		Historical performance/comparison reports available via custom and prebuilt templates.
Quota and Performance Tracking Monitor progress towards team and individual goals/targets.		Quota/performance tracking is exposed in dashboards and metrics modules.
Report Access Management Control which users have access to which reports.		Access to reports can be managed by user role and permission.
Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices.		Dashboards and web UI are mobile-responsive; dedicated app available.
Audit Trail of Report Edits Track changes to report definitions and access.		No information available

Native Mobile Apps Dedicated apps for iOS and Android devices.		Dedicated Sage CRM mobile app for iOS and Android is available.
Responsive Web Interface Web interface automatically adapts to different device screens.		Sage CRM web interface is responsive to various device screens.
Offline Access Ability to access and update records while offline.		Offline access is available via the mobile application for key data types.
Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals.		Mobile push notifications are supported in the mobile app.
Mobile Document Capture Capture and upload documents/photos directly from mobile device.		No information available
Voice-to-Text Notes Convert spoken notes into text and attach to CRM records.		No information available
Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile.		Search and filter via the mobile app is a published feature.
Mobile Approval Workflows Approve deals, expenses, or activities while mobile.		Approvals for deals/tasks can be done via the mobile application.
Geolocation Logging Automatically log meeting/contact location info.		No information available

Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links.		Sage CRM supports creation of custom data entities and relationships via administrative customization.
Workflow Automation Automate repetitive processes with configurable workflows.		Configurable workflow automation (e.g., for task/deal processes) is available.
Custom Field and Form Builder Create and edit custom fields or forms without coding.		Users can build and change fields/forms without requiring coding knowledge.
Branding Customization Apply company branding, logos, and color schemes.		Branding (logo, color scheme) can be customized via admin settings.
Scripting and Plugin Support Extend features using custom scripts or plugins.		Support for scripting/plugins is exposed for advanced customizations.
Custom Notification Rules Set up custom alerts for specific business triggers.		Set custom notification rules/alerts for business triggers.
Custom Dashboards and Views User/department-specific interface customization.		Users/departments can customize dashboards and views for their scope.
Multi-language Support Support for multiple languages across the interface.		Supports multi-language system interface.
Dynamic Role Creation Create and assign custom roles/permissions.		Dynamic creation/assignment of roles/permissions supported via admin UI.
Drag and Drop UI Customization Allow users to personalize certain interface elements.		No information available

Deal Team Messaging Internal chat or messaging specific to deals/clients.		Internal deal/client messaging is available via notes/comments; chat requires integration.
Shared Notes and Annotations Collaboratively edit and comment on CRM records.		Collaborative note/comment functionality is available for CRM records.
Internal Social Feeds Internal feeds to broadcast deal or account updates.		No information available
File Sharing and Version Control Share documents and maintain version history.		File sharing and versioning provided through integration with DMS platforms.
Document Check-in/Check-out Prevent conflicts by controlling document edits.		No information available
Team Taskboards or Kanban Boards Visualize progress and responsibility across teams.		No information available
Collaborative Meeting Scheduling Book meetings and share availability within the team.		Collaborative meeting scheduling available via Outlook/Gsuite integration.
Comment Threads Maintain discussion threads linked to specific clients or deals.		Comments and discussion threads for client/deal records available.
External Stakeholder Collaboration Limited and secure sharing with clients or external advisors.		External sharing for documents and limited access for clients is supported.

Automated Data Validation Automated checks for required fields, data formats, and logic.		Automated data validation for required fields/formats on entry/import.
Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals.		Duplicate record detection/merge tools available in admin menu.
Data Enrichment Integration Automatically supplement records with third-party data.		Integration with data enrichment APIs and services is supported.
Data Completeness Scoring Assess and score records for missing information.		No information available
Manual Data Review Workflows Route incomplete/suspicious records for manual resolution.		No information available
Bulk Data Update Tools Update large sets of data in a controlled manner.		Bulk data updates across records can be performed by admins.
Field Standardization Rules Standardize company names, titles, and more.		Field standardization for data consistency is possible via admin/data tools.
Automated Contact Validation Verify validity of email and phone numbers automatically.		No information available
Master Data Management (MDM) Integration Integration with bank’s central MDM systems.		Integration with bank/master data systems available through customization/API.
Change Log for Data Edits Track all changes made to records for audit and rollback.		Change logs and audit trails for data edits are available in Sage CRM admin.

Sage CRM from Sage Treasury

Product analysis by function

Investment Banking CRM for Investment Banking

User Management and Access Control (7 Yes /7 Known /11 Possible features)

Client and Contact Management (12 Yes /12 Known /12 Possible features)

Deal and Pipeline Management (10 Yes /10 Known /11 Possible features)

Task and Activity Management (9 Yes /9 Known /10 Possible features)

Integration Capabilities (9 Yes /9 Known /10 Possible features)

Compliance, Security and Audit Logging (7 Yes /7 Known /10 Possible features)

Reporting and Business Intelligence (9 Yes /9 Known /10 Possible features)

Mobile Access and Usability (6 Yes /6 Known /9 Possible features)

Customization and Extensibility (9 Yes /9 Known /10 Possible features)

Collaboration Tools (6 Yes /6 Known /9 Possible features)

Data Quality and Data Enrichment (7 Yes /7 Known /10 Possible features)