Sage CRM Software

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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!

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.

Cons

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

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.

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

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.

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.

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.

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

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!