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Sage CRM Reviews & Product Details
Sage CRM is a cloud-based customer relationship management software designed to empower businesses to manage their sales, marketing, and customer service operations more efficiently. With its intuitive interface, Sage CRM enables organizations to streamline their customer interactions, track sales opportunities, and gain actionable insights from their data to make informed decisions. Tailored to meet the needs of small to medium-sized businesses, it offers robust customization options and integration capabilities, allowing companies to adapt the platform to their unique processes and enhance their overall productivity and customer satisfaction.
| Company | Sage Group plc |
|---|---|
| Year founded | 1981 |
| Company size | 10,001+ employees |
| Headquarters | Newcastle upon Tyne, United Kingdom |
| Social Media |
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| Ease of use |
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|---|---|
| Deployment | Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPhone, On-Premise Linux |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Sage CRM Pros and Cons
- Has a long list of tools for a small business accounting software
- Includes an automatic bank reconciliation feature
- Supports multiple currencies
- Multiple product offerings and plans might confuse some users
- Some features require additional fees
- Receipt capture software is only free for 3 months
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.