About Sage CRM


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

44 Reviews of Sage CRM

Average User Ratings

Overall

3.33 / 5 stars

Ease-of-use

3.0

Value for money

3.5

Customer support

3.0

Functionality

3.5

Ratings Snapshot

5 stars

(10)

4 stars

(12)

3 stars

(9)

2 stars

(7)

1 stars

(6)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 44 reviews

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October 2016

Robert from Yorke and Curtis Inc

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

October 2016

Honest CRM Review

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.

Pros

Professional look of items printed and organizational capabilities

Cons

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

August 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

August 2018

Sage Software

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.

April 2019

Marisela from Alteria

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

April 2019

Complex for my Small Business

Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business.

Pros

The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

Cons

I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments.

April 2018

Leon from Bullseye Financial

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

2.0

April 2018

The product works well.

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.

January 2019

Amanda from Canyon Building & Design LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

January 2019

We wouldn't trade Sage for anything!

Pros

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

Cons

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

March 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

1.0

Functionality

3.0

March 2018

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

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!

November 2018

Cory from Meridian One

Company Size: 501-1,000 employees

Review Source


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

November 2018

Easily Customizable CRM

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.

April 2018

Rickell from port authority of jamaica

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

April 2018

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

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.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

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

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.

July 2018

Mike from Colantonio Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

July 2018

Industry Standard so everyone uses it

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.

February 2015

Melissa from National Fatherhood Initiative


Ease-of-use

2.5

Functionality

2.0

February 2015

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

Pros

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.

Cons

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.

September 2016

John from IMAX Corp


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.5

September 2016

VP of Info Sys

Pros

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.

Cons

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.

July 2018