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.
John from IMAX Corp
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.
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.
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
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.
Understanding how flexible Sage CRM can be, is not readily apparent. And finding someone who can guide you through it - should be easier.
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
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
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.
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
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.
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!
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
When we first got this product it was very well suited for what we needed. Can be simple, depending on how you use it.
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.
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
A flexible and powerful CRM solution that integrates with Sage 200
A lack of social CRM and social media tools. Basic function to search LinkedIn.
The Sage CRM user interface is easy to learn and easy to use.
Ric from Ultimate Software
Specialty: Software / IT
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.
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.
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
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.
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.
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.
Very costly licensing. Doesn't always sync well with the rest of the Sage software. Always have to restart sometime during use.
Adam from Wildman Business Group
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.
Expensive licensing. Doesn't always sync well with Sage software. Constantly having to restart services.
Sami from Marketeers Research
Employees number: 11-50 employees
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
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.
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
Guy from iMDsoft
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.
Robert from Yorke and Curtis Inc
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.
Professional look of items printed and organizational capabilities
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
There should not be an extra charge to sync this with Outlook.
Josh from CDI
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.
Samuel from Veolia
Employees number: 5,001-10,000 employees
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.
Ease-of-use, centralized contact location, Distributing your project pipelines to other colleagues and managers
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.
Update graphics and graphs.
Angela from NRE
Employees number: 501-1,000 employees
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.
Ease of use and customizing the reports
I wish more advanced training were offered aside from videos
The videos are a must to watch to get the most from this CRM
Hugo from Socious
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!
integrates well with other sage products
hard to learn at first
spend time learning it and you'll love it!
Daniel from Blu Sky
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.
Zachary from PPI
Employees number: 2-10 employees
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
lower cost compared to competition
doesnt integrate with email
Of course Sage CRM has APIs including including web services, .NET, ASP, client-side, AJAX, etc.
Great system and very extensible.
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.
Sage CRM is an easy to use, fast to deploy, feature rich
Joelle from GERSTEL, Inc.
Employees number: 11-50 employees