Sage CRM Software


 

Sage CRM offers users a collection of applications designed to give small and midsized businesses access to a customer relationship management platform that can be quickly deployed and simple to learn. 

Sage CRM was developed to help businesses optimize the customer experience by offering tools to manage new and existing client relationships, as well as potentially increasing company revenue and reducing inefficiencies. Applications include 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. 

The benefits of using Sage CRM are varied, per their parent company Sage Software, and include lowered administration costs, reduced customer turnover, boosted team productivity, reduced opportunity costs and more.

Currently, Sage CRM is the platform of choice for over 15,000 organizations in 70 countries looking to manage their sales and marketing operations. Sage Software has over 6 million customers worldwide.

 

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

21 Reviews of Sage CRM

 

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Software Advice Reviews (8)
More Reviews (13)

Showing 1-8 of 8

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 1-13 of 13

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.

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

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.

Source: Capterra
 

Robert from Yorke and Curtis Inc

October 2016

October 2016

Honest CRM Review

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 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

Advice to Others

There should not be an extra charge to sync this with Outlook.

Source: Capterra
 

Josh from CDI

October 2016

October 2016

What a CRM should be

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

I have used a few of the other "popular" CRM systems and while each have their pros and cons, Sage CRM seems to be the most straight-forward, easy to use and learn, and still powerful enough to get just about any task accomplished.

Source: Capterra
 

Samuel from Veolia
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

October 2016

October 2016

Easy to see your pipeline

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

I used to Sage CRM while I was wor5at Veolia. Being a large company like Veolia I liked how the contacts are centralized for different Industries and you can search by company name or industry type. Also the software assists tremendously in keeping track of all your project pipeline, at the same time informing upper management, and when to follow up with customers.

Pros

Ease-of-use, centralized contact location, Distributing your project pipelines to other colleagues and managers

Cons

It was a little difficult and entering contact information from business cards, would be nice to have an option to scan business cards into the database.

Advice to Others

Update graphics and graphs.

Source: Capterra
 

Angela from NRE
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2016

October 2016

Easy to customize

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

After using two other CRMs found SAGE CRM to be by far the easiest to customize as an administrator. Further, it is so simple even sales reps that dread using a computer are excited about adding and updating opportunities.

Pros

Ease of use and customizing the reports

Cons

I wish more advanced training were offered aside from videos

Advice to Others

The videos are a must to watch to get the most from this CRM

Source: Capterra
 

Hugo from Socious

October 2016

October 2016

Solid CRM for people with Sage products

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

Sage CRM is a solid CRM that seamlessly integrates with other Sage solutions. If you use Sage and need a CRM, I cannot recommend Sage CRM enough!

Pros

integrates well with other sage products

Cons

hard to learn at first

Advice to Others

spend time learning it and you'll love it!

Source: Capterra
 

Daniel from Blu Sky

October 2016

October 2016

Great Product and Integration

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

Sage CRM is a great product Ease of use, simple to manage, ability to update. It gives an ability to update customer/prospect information and track sales.

Source: Capterra
 

Zachary from PPI
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

good value

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 software can have a learning curve but is effective for CRM use. Some of the fnctionalyity is limited compared to other programs on the market

Pros

lower cost compared to competition

Cons

doesnt integrate with email

Source: Capterra
 

Shahzad

January 2015

January 2015

Great system and very extensible.

Product Quality

Product Quality
Quality

Of course Sage CRM has APIs including including web services, .NET, ASP, client-side, AJAX, etc.

Great system and very extensible.

Source: GetApp
 

Thomas

February 2012

February 2012

They are true CRM experts

Product Quality

Product Quality
Quality

The developers of Sage CRM are true CRM experts. The software saved us time and money in set up fees, maintenance and strategy. No other company told us how to use CRM to make most of our sales opportunities, they just tried to sell us the software.

Pros

Sage CRM is an easy to use, fast to deploy, feature rich

Source: GetApp
 

Joelle from GERSTEL, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Product Quality
Quality
Source: GetApp