Quick Comparison
| Feature | Snowball | Sage CRM |
|---|---|---|
| Primary purpose | Field lead capture | Small business CRM |
| Business card scanning | 2-second AI scan | Not available |
| Voice notes | ||
| Pipeline management | Via Sage CRM | Native |
| Offline mode | Limited | |
| Accounting integration | Via CRM | Native (Sage) |
| Mobile app | Capture-focused | CRM-focused |
| Target market | All sizes | Small-mid business |
Sage CRM is Desktop-Centric
Sage CRM integrates beautifully with Sage accounting products. But at trade shows and events, capturing leads is manual work. The mobile app manages existing contacts—it doesn't rapidly capture new ones.
How They Work Together
Event Lead Capture
Scan business cards at events. Sage CRM has no card scanning.
Voice Context
Record conversation notes. Sage CRM gets complete context.
Works Offline
Capture leads at venues with poor wifi. Sync to Sage later.
Event Speed
Process cards quickly. Sage CRM mobile is for managing, not capturing.
Snowball + Sage CRM Workflow
Capture in the field, manage in Sage.
Scan card, record voice note
Review and sync to Sage CRM
Lead created with context
Work lead through Sage pipeline
What Snowball Adds
- Business card scanning
- Voice notes for context
- Offline event capture
- Fast sync to Sage CRM
Frequently Asked Questions
Does Snowball integrate with Sage CRM?
Export from Snowball, import to Sage CRM. Integration available via Zapier.
Can Sage CRM scan business cards?
No. Use Snowball for card scanning at events.
What about Sage accounting?
Sage CRM connects to Sage accounting. Snowball feeds CRM, which connects to accounting.
Should I use both?
If you use Sage CRM and attend events, yes. Snowball captures, Sage manages.
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Ready to connect Snowball with Sage CRM?
Capture contacts in the field and sync them automatically.