





Interactive dashboard






Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8About 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...
Interactive dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8Average User Ratings
Overall
Ease-of-use
3.0
Value for money
3.5
Customer support
3.5
Functionality
3.5
Likelihood to Recommend
Not likely
Very likely
January 2019
Amanda from Canyon Building & Design LLC
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It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all.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".
August 2018
Anonymous
Company Size: 51-200 employees
Time Used: More than 2 years
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.
December 2020
RAVINDER from MyVeins Ltd
Company Size: 2-10 employees
Industry: Hospital & Health Care
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
2.0
Customer support
4.0
Functionality
3.0
December 2020
The powerhouse of small business accounting
Everyday accounting and balance sheet reports. Links very well with my accountant.
Pros
A solid reputation that lasts over the whole product timeline.
Cons
There are many different functions and each one costs money. The subscription based payments mean it is difficult to break away onto another platform
Reasons for Choosing Sage CRM
I have been using it for some years and thought we could change to save money and use a lifetime license. However, the stable is Sage and like it or lump it, it does exactly what it says on the very expensive tin!
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 2020
eb from Al Mahroos
Company Size: 201-500 employees
Industry: Business Supplies and Equipment
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
2.0
Customer support
3.0
Functionality
3.0
December 2020
Complicated
Its an okay solution. For these times, i'd go for something a little more user friendly
Pros
We primarily use it for database management
Cons
Its complex and takes a lot of support to develop the reports you require