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...


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Supported Operating System(s):

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

53 Reviews of Sage CRM

Average User Ratings

Overall

3.44 / 5 stars

Ease-of-use

3.0

Value for money

3.5

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(13)

13

4 stars

(15)

15

3 stars

(12)

12

2 stars

(7)

7

1 stars

(6)

6

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 53 results

January 2019

Amanda from Canyon Building & Design LLC

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

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It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all.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 2020

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

SAGE CRM keep our whole business under one software

We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software.

Pros

SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects.

Cons

Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times.

October 2016

Robert from Yorke and Curtis Inc

Industry: Construction

Time Used: More than 2 years

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

December 2019

David from B&S

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

December 2019

Sage CRM

Overall very informative and helpful. Very helpful managing the costs associated with a project.

Pros

Able to print out customized reports showing details on a project. Makes it easier to Track expenses throughout a project. Integrates well with accounting and sales staff.

Cons

Would like to be able to customize more on the layout of the reports. Need to be very specific when looking up a specific job number/project.

April 2018

Andrew from Salesfusion

Verified Reviewer

Company Size: 51-200 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

April 2018

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

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.