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

56 Reviews of Sage CRM

Average User Ratings

Overall

3.40 / 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

(14)

14

2 stars

(8)

8

1 stars

(6)

6

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 56 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It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all.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".

August 2018

Anonymous

Verified Reviewer

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