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

I love the robust features Sage CRM has.

Over the years the continuous improvements have brought this software a long way. It can be a bit slow at times.

Keeping me more organized! Love this!

By using this tool we have managed to have better control of all our finances and better management of our clients.

SAGE needs to add more options where users can verify. the inserted invoices. in the system

Portfolio management, clients, invoices.

Sage CRM is a reasonably priced CRM solution, particularly for small and medium-sized organizations. Sage CRM can be scaled to meet the demands of companies of all sizes , from small startups to major corporations. Sage CRM interfaces with a variety of different business softwares tools including ERP,accounting and marketing automation.

Sage CRM's user interface is less user-friendly than some of its competitors. Sage CRM not have advanced features such as marketing automation or predictive analytics. It is being slow and unresponsive , particularly when working with huge datasets.

Sage CRM gives a single,unified view of all customer data , including contact information , interaction history and sales prospects. Sage CRM automates several sales related duties,including lead generation ,opportunity monitoring and quote productions.

What I like most about sage crm is it is completely cloud case crm and helps the user to store and manage the data easily, very user friendly.

There isnt any dislike about sage crm because it has been very useful ever since I started using it.

Managing the client data

-The main thing which I like most is software interference -Easy to use -Easy to follow up -Easy way to add and delete Leads -Lead follow-up remainder -Pop up for follow up task remainder

Some bugs are there like -the time software server is stuck. -Follow-up task was not added successfully. -Need to work on follow-up task pop. -Male some further stages to classify the stages of lead.

most use full thing of this CRM is that you can classify the leads according to there stages, and the follow up remainder came on your mail and screen is awesome.

I'm working now as a service engineer with KIA Motors, one of the systems we use to manage customers relation is SAGE CRM, with CRM you are able to: - manage all the information for the customers - increase revenue by managing - Full Reports for any relationship you want - effective collaboration within your team - organize full details about customers, ( name, phone number, date of inquiry, date of service, full history details about servicing your customer, the job order, claims ...etc)

i think SAGE CRM needs some improvements to the user interface, it has kind of old design, so i wish if they can make it more easier to use , for example making a tap to transfer between reports or the ji=ob orders

we use sage CRM in our company (KIA motors) and that helps us to manage the customer relationship, we needed a system that provides details about customers, history of vehicle maintenance, current stage of servicing, and of course reports

The ease of updating accounts and billing clients.

I think it could be a little more user-friendly.

Advertising mainly.

Its effectiveness and how user-friendly it is. So easy to see all of my content and has made working so much more efficient!

Nothing - would highly, highly recommend it

Solving the problem of seeing all my content in one place and being able to easily access it. Benefits have been the efficiency in which I can get my work done and keep track of everything.

Integration to our accounting system allowing sales to view accounting info and accounting to view sales info. Integration to other applications. We have been able to integrate CRM to our marketing and support apps to create a 360 view of information about our customers in one place. Workflow. CRM has allowed us to create workflow around our key business processes. Reporting and Dashboards. CRM has great reporting and dashboard capabilities giving us visibility into performance quickly and efficiently.

The interface is getting better but some areas need improvement still. Needs to be modernized. Better integration to other applications from the cloud version. Screen size could improve, sometimes need to scroll a bit much.

Taking care of issues connected with information investigation for the pay that comes from my customers, attempting to see how that can assist my little association with connecting up well with potential and existing customers. Record interchanges so that everything representatives might be able to see. Track item asserts. Track transportation and conveyances. Solid security, giving representatives the data that they need without giving them data that they needn't bother with.

Sage CRM is easy to use out of the box and has plenty of customization features. Most of the customizations you make can be writte in SQL and JavaScript. It's made by Sage so it has some great integration features with the Sage ERP Products

Integration with Sage 100 is pretty clunky, and it relies on a lot of Java libraries, including Tomcat which always likes to break. The interface could use an overhaul, but I think that would require significant changes in how the software was written. It's definetly a web 2.0 product.

We use Sage CRM to keep track of customer interactions, deadlines, project goals, and orders. We integrate Sage CRM with Sage 100, so orders seamlessly sync between the two.

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.

Easy to manage client details and documentation as well as a competent ticketing system.

Search functionality needs some work as it's not as intuative as it could be.

Ticketing works much better than old system and makes managing client information easy to fimd

Its flexibility and ease of customization.

I really like everything it has to offer.

Customer service, Project Management and Sales

Sage CRM provides a wealth of features and customization tools, allowing flexibility in it's use. We've used it for lead tracking, prospecting, qualification and customer and case management. Therefore many different users touch it and make use of the product. The added benefit of this is being able to see a customer through their life cycle and have visibility at any stage. We definitely get our use out of it!

Not many bad things to say here. If I had to chose something it would be picking what to utilize first from its many offerings.

We implemented the tool to be able to get a holistic view of a customer and provide a central location for tracking prospect and customer information as many users will touch a customer along the way. The benefit of this is being able to select a lead, prospect or customer and "see" what's happening with them from all involved departments.

User adoption is the secret to a fantastic CRM. Enabling a high level of customization and ease of access is crucial for many small to medium sized user bases to get into a rhythm of using CRM software. Sage's user interface is dead on, and does a great job of not overwhelming the screens, and allows the adding and removing of nearly every field displayed.

Integration options for it's cloud based SageCRM.com product are limited compared to some of the other competitors.

The fruits of Customer Relationship Management are exponential to the input of data taken and the ability to use that data in ways that positively impact day to day routines. Sage CRM has all the tools needed to get there for most.

Sage CRM is highly flexible and very customization friendly in either it's on premise version or the cloud releases. The product has very deep feature sets that have been in the product for nearly two decades yet stays current with compliance on all browsers and mobile platforms.

The calendar and formatting of the calendar for activity and task management are somewhat foreign to the way the most CRM interfaces work although Sage's native Exchange and Office 365 integration more than make up for some of the nuances in the calendar.

As an implementation partner we have done over 100 Sage CRM implementations and are addressing core marketing and sales efforts in addition to empowering customer service and field service teams. For many customers the ease of integration with back end ERP systems, including some of the pre-built integrations also help to eliminate duplication of efforts, provide workflow and mobility to extend those ERP systems to those on front lines dealing with customers. The robust technology also extends nicely on all mobile platforms and gives our customers that key ability of being able to work anytime or anywhere.

The ease with which you can customize the smallest of workflows in Sage CRM is truly inspiring. Our turn around times were fast and efficient keeping the Customer Relations and Sales teams extremely happy. The training Sage provided was in depth yet understandable to a novice.

It took a little ramp up time to implement the system but it was well worth the effort.

Sage was implemented as the primary CRM solution for all Medical Home Infusion based transactions. The organization utilized Sage for sales, procurement, provisioning, and scheduling. With all processes covered under one solutions out turn around times and quality of service has made a noticeable improvement.

Sales interaction with Customer information

Web access from other devices is unreliable.

Consultants and sales person access from anywhere is the goal

In my opinion, the finest feature Sage CRM has to offer is the customisability of the system. It can be used, either standard ‘out of the box’ or as a highly customisable solution that can be configured to any industry. It has provided us with a solid dependable foundation that we were able to easily build on ourselves, giving us a complete view of our customers and the ability to ensure high quality customer service is given at all times.

There is nothing I dislike about Sage CRM, I found the product to be comeplete and robust; especially when integrated into our accouting system.

One of the business problems we have solved is keeping in regular contact with our customer base, prospects and suppliers never missing a sales opportunity and allowing our sales staff to work efficiently to maximize productivity. We are also now equipped to offer a superior support service with strict SLA's and notification system eliminating tedious excel work sheets; we now have a 98% client retention rate because of the 360 degree view of all customers allowing us to engage with them as and when they need us.

the independence and th possibility to integrate Sage CRM to all ERP systems, the easy to use interface where the user can build up his own menus etc. makes it very powerfull.

the time for implementation could be more efficience if we had the right consultance form the start, but in all a very good software.

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Its simplfied and intuitive user interface makes this softwa a perfect and easy to use product for even a non-Tech team. Also, it provides a advance analytics and visualisation feature to get deep insights of customer data and define future strategies accordingly. It also provides a wide range of paid version which attracts both small and large scale industries.

It does not provide any pilot or free version of this product which does not provide ample time to users to choose if it can satisfy their business requirements or not. Also it heavily depends upon internet connectivity for it's smooth functionality and does not provide any support in offline mode

It helped us to read and take out the maximum insights from multiple customer data and define the strategies by tracking the user behaviour of different customers. It also reduced our manual intervention through its integrated AI and Machine Learning technology.