Sage CRM Software


 

Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications include integrated modules for sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise.

Sage CRM can be used to track the performance of sales agents, forecast trends, schedule meetings and more. The dashboard gives visibility on the current sales deals and the reporting and analytic features help in forecasting sales performance and tracking new opportunities. The marketing tools help campaigners to plan and execute marketing and promotion campaigns. The solution is capable of managing campaigns across multiple channels. The built-in email marketing feature allows sending promotional messages and newsletters to the contacts.

Additionally, it also supports integration with various third-party applications.

 

Sage CRM - Interactive dashboard
 
  • Sage CRM - Interactive dashboard
    Interactive dashboard
  • Sage CRM - Opportunities
    Opportunities
  • Sage CRM - Solutions
    Solutions
  • Sage CRM - Workflow
    Workflow
  • Sage CRM - Company profile
    Company profile
  • Sage CRM - Sage CRM builder
    Sage CRM builder
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

42 Reviews of Sage CRM

 

Start your review of Sage CRM

Click to start
https://www.softwareadvice.com/crm/sagecrm-review/
Software Advice Reviews (12)
More Reviews (30)

Showing 1-12 of 12

Cory from Meridian One
Specialty: Software / IT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Easily Customizable CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The biggest pro with this CRM is that there are a million ways to customize the software. This pro could be seen as con since out of the box it isnt going to do everything you may need.

Cons

The more addons you have the slower this system will become. Their are a ton of consultants that you can work with but if you are a small company operating like a large company then I wouldn't get this CRM.

Review Source
 
 

Brianna from VIPSCS
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Not worth the cost

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Web-based service for access to database from any internet connection.
Tracking of potential customers and contacts without implementing data into our Accounting software

Cons

Difficult to import information efficiently at the start.
High monthly cost for the information stored.
No added value other than a specialized database file, which could have been created in-house via Access.

Review Source
 
 

Femi from Lawrencia Consulting
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Robust but needs training

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

You can look into a customer's lifecycle at any point, and there are loads of customization tools available

Cons

Almost every update requires training and the learning curve is steep. Integration with other apps or software are not inexpensive

Review Source
 
 

Mark from Contour Products
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

It's Achilles heel is the very reason it doesn't work. Too many choices, too many options and none of the VARs and IT Contractors understand what changing information/data at one level affects the overall database.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it.

Cons

Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it.

Review Source
 
 

John from IMAX Corp
Specialty: Distribution

September 2016

September 2016

VP of Info Sys

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability.

Likes Least

Pricing models are confusing, it is not and out-of-the box solution. Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions. Also the terminology is slightly unique so training is a must. Also need to develop/tweak the workflows before implementation.

Recommendations

See above comments, but do not evaluate the product based on a generic demo or 30-day eval. Work with a VAR that is familiar with you business/industry that is a Sage CRM expert. They can then tailor the demo for you.

 
 

Dan from DCAA
Specialty: Consulting

February 2016

February 2016

Lots of possibilities

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It is very configurable. Unlike other CRM's we have seen or used, with Sage we were able to readily tailor it around our unique requirements. The workflow feature and escalation rules are particularly powerful. And the ease of integrating Sage CRM with other applications (like accounting) is great too. CAUTION - Sage CRM isn't the type of software you just turn on and use within a couple of hours. It really needs to be configured for a specific company.

Likes Least

Understanding how flexible Sage CRM can be, is not readily apparent. And finding someone who can guide you through it - should be easier.

Recommendations

It is such a huge decision for any company (which CRM to use)... whichever software you choose, work with a professional for the roll-out.

 
 

Carlos from ARCOA Group
Specialty: Other services

December 2015

December 2015

Great CRM - must try it

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The software was very easy to use, very user friendly and layout was simple.

Sage consistenly bring great products to the table we are so happy for a vendor like them

Likes Least

There isnt much I don't like. Hard to say anything bad and i have gone through a lot of software. I really enjoyed the products so i dont have anything bad to say about it.

Recommendations

When looking at this software look at ease of use and functionality. Does the software do what you need it to for your business. Are the reports something that makes your job easier and can help other employee? It did for us and we are happy.

 
 

Shawn from ARCOA Group
Specialty: Other services

December 2015

December 2015

2012 Version - Archaic data collection with poor integration tools

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless.

Likes Least

Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around!

Recommendations

Stay away from CRM software run through internal servers (like this version of Sage). When you've weighed out the cost v. benefits of all the other systems out there and have finally narrowed your search down to a select few - PAY FOR THE SET UP!!! Let the experts get your system up and rolling, it will be worth it in the long run.

 
 

Matt from ARCOA Group
Specialty: Software / IT

December 2015

December 2015

Not my favorite

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

When we first got this product it was very well suited for what we needed. Can be simple, depending on how you use it.

Likes Least

Customization is lacking for the price. I wanted to be able to customize more fields in the company and customer fields but, the customer service was never very helpful in setting this up. Everything is very cut and dry, they don't let you do a lot of what you want to the software to make it suit your needs perfectly.

Recommendations

Look at other softwares before you just jump at this one. There are other products on the market that have far more to offer for a fraction of the cost.

 
 

Craig from Pulse Fitness
Specialty: Manufacturing

September 2015

September 2015

Sage CRM review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

A flexible and powerful CRM solution that integrates with Sage 200

Likes Least

A lack of social CRM and social media tools. Basic function to search LinkedIn.

Recommendations

The Sage CRM user interface is easy to learn and easy to use.

 
 

Ric from Ultimate Software
Specialty: Software / IT

April 2015

April 2015

Sage CRM Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The interactive dashboard is great. It provides a number of visual elements that delivers a variety of reporting statistics. The ability for each user to customize his or her experience gives each user there own personal feel. The cost per user is affordable and staff genuinely care.

Likes Least

The report output is restricted to CSV and if you print to PDF then you can save to PDF as well but that's about it. The email integration outside of outlook is limited.

Recommendations

The software can offer any organization a great solution for tracking, reporting critical business information and providing a solid method of communicating with both internal and external customers.

 
 

Melissa from National Fatherhood Initiative
Specialty: Non-Profit

February 2015

February 2015

Sage CRM connected to Sage/MAS ERP: Challenging for Small Businesses

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

We had to use a Sage Partner for support, so I never worked directly with Sage. Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate. I can't tell you how much money we spent on trying to get this system to work for our needs. There was nothing I could say that we liked about this software, and this is why we switched to Salesforce CRM.

Likes Least

It's inflexible, and it's not easy to make changes to the system setup without paying for support. Also, the system layout was not intuitive. Further, generating reports was cumbersome.

Recommendations

Be sure that you review the knowledge you need to have, and the steps required to edit your company and contact records. Be prepared to need assistance making edits like these. Also, if you ever export this data to move to another CRM, you cannot export the notes data. That was a bit of a loss for us when we switched to Salesforce.

 
 
 
Showing 1-20 of 30

Chang from Extra Vital Science
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Not bad value for price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I would say that this program is kind of a transformer. You can adjust almost all the features to yourself. The main advantage of this program is that here you can comfortably work with documentation. Financial tables and reports can be created without explicit restrictions.
E-mail campaigns can also be successful if you configure your databases correctly.

Cons

On different browsers, the program works differently, so just be prepared for it. If you use google chrome there should be no problems, but on safari, it can run badly.
One of the big disadvantages of this program is the search engine. It is very obsolete.

Review Source: GetApp
 

Zackary from Lucky Table
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Sage CRM is fantastically intuitive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The program works in general well but not more we can say now. We get accustomed to it, for example, we know when it hangs and needs a restart, and when we just have to wait a bit. I am very glad that the service support has been at a high level and remains so, although not all problems can be solved.

Cons

You can not use it without different hacks, otherwise, you will spend a lot of time on misleading results and on duplication of contacts, etc. Also, the price is very competitive, no doubts.

Review Source: GetApp
 

Aaron from IT Services
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Good Product for Customer Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Allowed us to better manage the way we worked with customers

Pros

Helps better manager our customers and shows us which way to go

Cons

Support team was hard to work with to get implemented

Review Source: Capterra
 


October 2018

October 2018

Basic Sales Book Organization

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Sage CRM definitely makes organizing my customers contact information easier and is beneficial for our company overall to increase communication from branch to branch.

Pros

It helps to organize sales contacts better than Microsoft Excel. I also enjoy the shared documents feature so our company can share our important and most updated documents from branch to branch.

Cons

It doesn’t always work correctly and needs to be easier to toggle from one page to another.

Review Source: Capterra
 

Dwayne from Interior Health Authority
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

The learning curve on this software was shorter than other ones I've used in the past. Workflows were not difficult to set up.

Cons

Although there is a short learning curve to get up and running. Becoming proficient is another thing. There is a lot of room for customization that requires better training.

Review Source: Capterra
 


August 2018

August 2018

Sage Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall I like the software but there are definitely areas where it could be improved.

Pros

I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

Cons

There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

Review Source: Capterra
 

Mike from Colantonio Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Industry Standard so everyone uses it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It allows us to all our accounting in one program

Pros

you are able to create change proposals and then change orders in order to track costs and link everything together

Cons

There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.

Review Source: Capterra
 

Raymond from Mildenberger Motors
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

I have used, repaired, and upgraded to new versions of ACT for about 20+ years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great place to input customers to manage docs, reports, emails. Easy to send emails or run labels, letters, and review customer history.

Pros

Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email.

Cons

As Windows 10 and updates are put into service, the compatibility with mail, backup, and reports fade in availability as product ages, forcing you to upgrade. Support for older ACT versions are scarce and expensive.

Review Source: Capterra
 

Alyssa from Consigli Construction Co., Inc.
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Essential in the construction world

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

From what I know Sage is largely used in the business/construction world, it's essential to any professional

Cons

At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth

Review Source: Capterra
 

Rickell from port authority of jamaica
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

This platform allows you to know your business more, understand your customers, and grow your Busine

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

SageCRM.com is a low cost, low risk and quick to deploy CRM solution. Great benefits of having this CRM.

Pros

Sage can capture information entered into a web form on a business's page for later reference.The ability to easily and efficiently turn an opportunity into a quote and then into a sale order is uniquely strong and very helpful for field based sales professionals.

Cons

Sage CRM lacks the integration features found in other CRM solutions.A lack of social CRM and social media tools will hinder companies looking to leverage social monitors and engage prospects and customers in social networks and other online social channels.

Review Source: Capterra
 

Leon from Bullseye Financial

April 2018

April 2018

The product works well.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is a great software for keeping accurate notes and communication regarding clients. I have personally been tracking 100's of clients for 7 years inside this system.

Pros

The customization of the layout allows for easily managed client data and prospective clients. It is great for leaving notes for the whole sales staff to review and understand what was discussed.

Cons

The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare. The software wont launch correct. The database gets corrupted and needs to be restored.

Review Source: Capterra
 

Andrew from Salesfusion
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Sage CRM's newest version s a refreshing improvement over the older UI

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.

Pros

Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.

Cons

The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.

Review Source: Capterra
 

Hannah from Financial Services

April 2018

April 2018

Limited CRM system that needs improvements

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Client database

Pros

Good as a client database. Clear online portal and good customer service representative assigned to account

Cons

Not as up to date as other CRM systems. data inputting takes time and is not simple. Overall system is expensive.

Review Source: Capterra
 


March 2018

March 2018

It hasn't gone well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Contact syncing between CRE300, Outlook, and (formerly) Sage ACT. It is very flexible for our wishes.

Cons

The implementation of this software hasn't gone well for us. It is almost TOO flexible. It feels like a fully customized piece of software so we are having to make decisions on flow and content that really should be simple.

Review Source: Capterra
 


March 2018

March 2018

The Truth about a System - the heart of the business needs to actually use

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I'm sure its a dream for administators - who get to pull data easily
(If the data is actually inputted is a different story)

Cons

I won't even discuss the look of the system (yet)
This system is most effective for people who have nothing else to do but (write) about what they should do.
Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done)
That in itself is the MOST counter productive frustration - i have ever had to deal with!

Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed

Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP! 96minutes of NOT making a sale - on 1 (one) recurring task

Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input

Built without user experience in mind!

Review Source: GetApp
 


March 2018

March 2018

Terrific sales funnel management , single database for all leads and sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organized Sales funnel tracking, lead management, became smarter during the sales process.

Pros

What I liked most was the ability to manage our leads and prospects all throughout the sales funnel. Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier.

Cons

A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program.

Review Source: Capterra
 


November 2017

November 2017

SAGE moves slow

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Cons

Very costly licensing. Doesn't always sync well with the rest of the Sage software. Always have to restart sometime during use.

Review Source: Capterra
 

Adam from Wildman Business Group

August 2017

August 2017

Just a pain in the butt

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It does the job if you are willing to put in all the time. We have used this for years and are now changing to Salesforce.

Cons

Expensive licensing. Doesn't always sync well with Sage software. Constantly having to restart services.

Review Source: Capterra
 

Sami from Marketeers Research
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

The worst company i ever encountered. ZERO customer support. We are unable to use since we bought it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It was completely waste of money and time. I bought it because it is offline application and connection to the accounting software we have Pechtree Sage. But it was real disappointment

Pros

Actually we had to not using it due to the the fact it does not work properly on most of our computer's screens as it appears with extremely small type. The other is that software claim network. Does not work. Removal from test PC so we can switch to the real people to eork with it. Not possible. Surprisingly customer service respond with very standard answers but not to specific questions.

Cons

1. does not work properly with high diffinition screen
2. Many of the claimed features on ACT PREMIUM simply not true
3. They escape and don't answer if you ask for help

Review Source: Capterra
 

Guy from iMDsoft

November 2016

November 2016

Mediocre CRM solution

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

A very average CRM solution - UI is outdated, the customization possibilities are good, and I do not see it as a user friendly solution. Price however is sane - something I cannot say about Salesforce.

Review Source: Capterra