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Side-by-side record

CARET Legal vs. Sage ACT! CRM

Built from each tool’s researched, reviewed record. Figures are checked against public pricing pages at research time — always confirm current pricing with the vendor before buying.

The short version

CARET Legal starts at $29 per seat, versus Sage ACT! CRM at $270.

Full comparison

CARET Legalfrom $29 per month
Sage ACT! CRMfrom $270 per month
Audyense Score29AS*Low25AS*Low
PositioningCARET Legal is a cloud-based, integrated practice management platform for legal officers and individual law practitioners.Sage ACT!
Free tierYesNo
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketStartup, SMB, Mid-market
Pricing plans
  • Free or entry planFree
  • Higher tiersCustom pricing
  • Starting plan$270
  • Higher tiersCustom pricing
Tasks and WorkflowsYesDocumented in the independently researched profile.
Built-in emailYesDocumented in the independently researched profile.
calendarYesDocumented in the independently researched profile.
Billing and AccountingYesDocumented in the independently researched profile.
iOS and Android Mobile AppsYesDocumented in the independently researched profile.
document managementYesDocumented in the independently researched profile.
Document AutomationYesDocumented in the independently researched profile.
Notes OrganizerYesDocumented in the independently researched profile.
Client portalYesDocumented in the independently researched profile.
Contact ManagementYesDocumented in the independently researched profile.
Matter managementYesDocumented in the independently researched profile.
Reports and AnalyticsYesDocumented in the independently researched profile.
Microsoft Word Ribbon PluginYesDocumented in the independently researched profile.
CRM Module.YesDocumented in the independently researched profile.
Designed for professionals who rely on profitable relationshipsYesDocumented in the researched product page.
Easy to learn and perform everyday tasksYesDocumented in the researched product page.
A powerful way to grow your businessYesDocumented in the researched product page.
Backed by a global company with local expertiseYesDocumented in the researched product page.
Keep customer contact info, notes, history, activities, documents opportunities, social media profiles in one organized placeYesDocumented in the researched product page.
View back-office updates, compatible with Sage accounting servicesYesDocumented in the researched product page.
Access contacts and calendar details with Sage ACT! ConnectYesDocumented in the researched product page.
Capture notes, personal tasks with Sage ACT! Scratchpad, virtual notepadYesDocumented in the researched product page.
Smart Tasks automatically trigger and perform tasks as assigned and definedYesDocumented in the researched product page.
Track scheduled activities and associate to contacts for a complete view of happenings with those relationshipsYesDocumented in the researched product page.
Write outlook email within Sage Act!, history is recorded on the contact for quick recallYesDocumented in the researched product page.
Sync Sage Act! contacts and calendar with outlook and Google, easily access from either applicationYesDocumented in the researched product page.
Use social media sites within Sage ACT! to see details about customersYesDocumented in the researched product page.
Create, send, and track impactful email marketing campaignsYesDocumented in the researched product page.
Integrations verified
Aggregate rating9.1 · No reviews yet · No reviews yet
Integrations
Security & compliance
Pros
  • Independent review documents a concrete business workflow
  • Documented capability: Tasks and Workflows
  • Documented capability: Built-In Email
  • Documented capability: Calendar
  • Documented capability: Billing and Accounting
  • Product page documents a concrete business workflow
  • Documented capability: Designed for professionals who rely on profitable relationships
  • Documented capability: Easy to learn and perform everyday tasks
  • Documented capability: A powerful way to grow your business
  • Documented capability: Backed by a global company with local expertise
Cons
  • Pricing and usage limits should be checked against the exact plan
  • Implementation effort depends on the team's data and process maturity
  • Reported outcomes should be validated with the buyer's own data
  • Pricing and usage limits should be checked against the exact plan
  • Implementation effort depends on the team's data and process maturity
  • Reported outcomes should be validated with the buyer's own data
Visit CARET Legal ↗Visit Sage ACT! CRM ↗