Sage CRM Reviews: 3.8/5 — Good for the Price

Sage CRM is one of the greatest ERP Software that is helping me to understand and forecast my small businesses finance.The demographcs,purchase likelihood enables me to understand my clients more.

The fact that it has a limited trial period that is little.It also has a lot of challenges especially when one wants to test the use of sending invoices to clients in the trial period.the option is limited for clients to ugrade their price plan.

I am solving problems related to data analysis for the income that comes from my clients ,trying to understand how that can help my small organisation to link up well with potential and existing clients.

The process to create a customer quotation is very easy to use. The software very user friendly and customizable to our company's needs.

It is somewhat cumbersome to enter new line items and edit quotations and proforma invoices.

I have found it so much easier to generate reports and track employee performance. It also makes working remotely more accessible.

It is great to see all notes in one place

lack of mobile functionality on Sage 200CRM

Comms improved

If a person is looking for a budget and finance planner along with marketing manager, this software is by all means ready to go. It has different kind of widgets for work related products like dealings with leads and their whole background knowledge alongwith projects that are ongoing and also that are done. It also tells us about the weekly performance regarding company and every team member and keep tracks offline and online.

This software gives access to limited apps which doesn't fulfil the needs for work related products. It hangs easily and efficiency of companies progress lags behind. This app is not for freelancers which is not good and limited device can be synced with this. Lightning bolt doesn't work accordingly and syncing files is a big concern.

Sage CRM is easy to use , affordable and reliable app for enterprise transactions and business purposes. It gives boost to marketing as well alongwith organisation of opportunities for Betterment.

Sage CRM is a full-managed sales software which helps us to manage our sales leads because it has the potential to automatically creates a new contacts of sales leads and then our sales selling process is so fast. The sage CRM charts have good sales management and that’s why all of our salesforce activities are fully functioning. We can assign CRM tasks by creating the sales and marketing activities and tasks.

Sage CRM software is not very helpful as others because it does not have an ability to provide everything in one place and handling the queries from the customers side is not really that easy for whole team to manage at this single platform. As we use only one feature at a time such as it's sales pipeline which is also not that much precise and efficient.

For me, Sage CRM is a powerful sales tool to get done with our CRM activities and marketing organized. Sage has been extremely beneficial in helping to streamline our sales process because it is the world best lead management CRM which is well-organized for our sales, leads & products.

The advantages of working in Sage CRM are that when selecting a contractor, you can easily enter information about each contractor in the system, i.e. making offers, cold calls, offer reminders, overdue calls, etc. I highly recommend!

Some types of documents cannot be generated. Without this I have no objections to this program.

When entering data about contractors, I can always go back to a specific one of them and determine what was done on a given day, deal with orders or payments. This helps me in my daily work, as I keep track of every offer and calls to customers.

It's easy to use and I like that if you don't have a canned file, you can sign in with Microsoft Access and get any details you want from it.

There is nothing I do not like, since its implementation we have not had failures.

The software is very user friendly and has a good basic setup that can allow you to function as soon as possible.

Excellent management company which focuses on process automation, performance and best practice in partner businesses, a system that incorporates all sectors and processes so that managers have company decision making accounts aimed at quality, transparency and objectivity.

This tool does not benefit me, because it optimizes processes, integrates and makes each process integrated and minimizes process failures and defects.

Our business had a lot of communication, procedure and human deficiencies before that method, where often the physical inventory did not match the program, a gap in the payable or receivable accounts caused a company's tedious financial cost. All processes are currently integrated.

What I like best about Sage CRM is that it is so highly customizable, so we can add and change fields and layouts to fit our company's business model. We can even create new modules for custom tracking, and we can set security on multiple levels, from module access for a user to the ability for the user to see specific fields on a screen.

My least favorite part about Sage CRM is the mobile app. You have to download data to your phone. The mobile browser site is better but may require some customization to see exactly what you want and how.

We use Sage CRM for sales and service tracking. It has helped up greatly improve our service response time and the ability to track and report on recurring or common issues. We also now have a solid sales pipeline that we can report and rely on. We are also now able to track and report on the training classes that we offer.

Sage CRM is easily customizable to suit any individual company's needs. Since we also use Sage 100c (version 2017) we enjoy a nearly seamless integration. I primarily use Sage CRM as a project and case tracking system as I work as support for our clients who use Sage 100 and other Sage products.

Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet Explorer.

We are able to keep track of potential sales (prospects), current customers, track help cases associated with the products we sell and maintain, and deposit resolutions, agreements, and other documents all in one place. One of the biggest benefits we've gained by using Sage CRM is being able to leverage the integration with our Sage 100c system. One really cool feature is the Outlook add-in that allows us to keep track of appointments within Sage CRM and associate emails with customers and tie them to cases or projects as communications that allow us to review all the relevant information in one place.