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Sage CRM

3.4
(46)

Sage CRM (also known as Accpac CRM in some markets) is a full-featured, web-based solution that automates sales, marketing, and customer service. Easy-to-use and quick to deploy in the cloud or on-premise.

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Sage CRM Reviews

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Sage CRM review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Sage CRM - Many uses and benefits!"

What do you like best?

Sage CRM is easily customizable to suit any individual company's needs. Since we also use Sage 100c (version 2017) we enjoy a nearly seamless integration. I primarily use Sage CRM as a project and case tracking system as I work as support for our clients who use Sage 100 and other Sage products.

What do you dislike?

Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet Explorer.

Recommendations to others considering the product

You should definitely consider using Sage CRM, especially if you use Sage 100 or other Sage products. It integrates seamlessly. The integration between Sage products and the integration with Microsoft Outlook makes communication tracking easy.

What business problems are you solving with the product? What benefits have you realized?

We are able to keep track of potential sales (prospects), current customers, track help cases associated with the products we sell and maintain, and deposit resolutions, agreements, and other documents all in one place. One of the biggest benefits we've gained by using Sage CRM is being able to leverage the integration with our Sage 100c system. One really cool feature is the Outlook add-in that allows us to keep track of appointments within Sage CRM and associate emails with customers and tie them to cases or projects as communications that allow us to review all the relevant information in one place.

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Sage CRM review by User
User
Validated Reviewer
Verified Current User
Review Source

"A bit temperamental"

What do you like best?

The strength of Sage is that it's quite customisable. We were able to adapt it to our business needs fairly easily. Once set-up the reports are easy to dowload and get (financial reports like sales done in the month), it is also easy to keep track of your pipeline. The support is great, they've always been super fast at getting back to me, faultless servive here.

What do you dislike?

Overall, I'd say this software is temperamental, and a bit dated. The search function works 1 out of 5 times, you sometimes need to add % in front of name to make sure the right company/contact come up. This has led to the team entering the same contact twice for example, not great. I also generally find that sometimes things won't work (e.g. you try to create an opportunity for example) and you have to close the window and start again - it's actually a fairly regular occurence. The other thing as well is that while customising the software is easily done, it does require external help (so billable work!)

Recommendations to others considering the product

The price is decent compared to some key competitors, but some of the features aren't that advanced in comparison, just think about what you really need to see whether Sage is actually what you need

What business problems are you solving with the product? What benefits have you realized?

Pipeline tracking, invoicing, contact database maintenance

What CRM solution do you use?

Thanks for letting us know!
Sage CRM review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Mostly great (v7.1d)"

What do you like best?

This program was useful to store client information such as addresses, notes, phone numbers. Create mailing campaigns and make pre constructed reports to track progress were also features that we used a lot. The documentation was easy to follow and picked up the crm quickly. Every time customer service was needed their support always helped solve the issue.

What do you dislike?

The version I used would not allow me to run reports larger than 5k results but my company didn't want to upgrade from 7.1 because of how expensive our integration of Sage CRM was to connect to our SAP ERP system. I would recommend this software to a small business that is not very tech savy.

Recommendations to others considering the product

Test it out and see what integrations would cost.

What business problems are you solving with the product? What benefits have you realized?

In the settings it is easy to add fields and to create or remove custom fields/reports. with Sage it allowed me to improve our reporting by 25% this last year by deleting and adding personalized fields.

Sage CRM review by User in Health, Wellness and Fitness
User in Health, Wellness and Fitness
Validated Reviewer
Verified Current User
Review Source

"Legacy Platform. Powerful. Not friendly."

What do you like best?

I'm certain that I am to blame for not having the proper training on the robust power that a system like sage has, so I'll say that I like the name. Sage isn't a small company, and I'm sure they've got a great product, I just don't know how to use it.

What do you dislike?

Workflow. When it comes to the fast paced generation of customers and businesses - I need a simple, easy to understand, and intuitive interface. Sage doesn't supply me with any of that. It's bulky. We have tons of synching issues from our Sage ERP 100 and I'm just not impressed. We do NOT get what we pay for, so we are hunting for some top notch training on Sage OR a new integrated system.

Recommendations to others considering the product

There are better options for the money.

What business problems are you solving with the product? What benefits have you realized?

I can easily learn more about benefits in order to solve our data problems, however, this software requires a lot of customization in order to make sense for me. I look forward to more training with Sage as this might help me understand more of the benefits. Frankly, it might make us stay with Sage. We will need to get a Marketing Automation program to sync with it, so message me for any recommendations.

Sage CRM review by Daniel E.
Daniel E.
Validated Reviewer
Verified Current User
Review Source

"Sage CRM - Great flexibility in features"

What do you like best?

Sage CRM provides a wealth of features and customization tools, allowing flexibility in it's use. We've used it for lead tracking, prospecting, qualification and customer and case management. Therefore many different users touch it and make use of the product. The added benefit of this is being able to see a customer through their life cycle and have visibility at any stage. We definitely get our use out of it!

What do you dislike?

Not many bad things to say here. If I had to chose something it would be picking what to utilize first from its many offerings.

What business problems are you solving with the product? What benefits have you realized?

We implemented the tool to be able to get a holistic view of a customer and provide a central location for tracking prospect and customer information as many users will touch a customer along the way. The benefit of this is being able to select a lead, prospect or customer and "see" what's happening with them from all involved departments.

Sage CRM review by Beth G.
Beth G.
Validated Reviewer
Verified Current User
Review Source

"Easy to use and customize"

What do you like best?

It has been very helpful to have all our customer data in one place

What do you dislike?

Because it is on a hosted server the communication back and forth can be slow at times.

Recommendations to others considering the product

Be patient with the integration with Outlook

What business problems are you solving with the product? What benefits have you realized?

Customer Data organized in 1 place. Quick access to customer info.

Sage CRM review by Saleem T.
Saleem T.
Validated Reviewer
Verified Current User
Review Source

"Sage CRM"

What do you like best?

Data entry is very easy.

Documentation is very detailed

What do you dislike?

Performance v/s volume of transaction in the database when the billing process is performed

Recommendations to others considering the product

I would like recommend others besides their business requirements to ensure the following with Sage software:

Volume of transactions on the database in regards to their business over multiple years

Some of the versions which works with billing do take a huge amount of time when volume of entries are high over the years.

What business problems are you solving with the product? What benefits have you realized?

Customer Billing, Payments for satellite tv subscription. Fast off the shelf integration

Sage CRM review by Internal Consultant in Computer Software
Internal Consultant in Computer Software
Validated Reviewer
Review Source

"Very flexible but not easy enough for sales reps."

What do you like best?

The system has almost unlimited options for fields and reporting. So if you want to customize they system for your specific industry or product line, it is quite capable.

What do you dislike?

There are so many options and similar fields, the Sales Reps get confused and put information into the wrong fields. It takes quite a bit of training, which should be ongoing, since updates to the systems come out from time to time.

Recommendations to others considering the product

Create as many pull down menus for easy selection of field options for sales. This way you can pull reports based on the standard entries into a field. Planning on the front end on which specific fields will be used for specific information is essential. And ongoing training for sales is necessary. Remember - Garbage In, Garbage Out!

What business problems are you solving with the product? What benefits have you realized?

Better reporting and follow up on Sales leads. Also tracking the source of leads is very important to our marketing campaigns and trade show participation.

Sage CRM review by Glen M.
Glen M.
Validated Reviewer
Verified Current User
Review Source

"I could not live without it"

What do you like best?

It is customized to our business/sales process.

What do you dislike?

Sage CRM does not have a large app or extensions commuity

What business problems are you solving with the product? What benefits have you realized?

Helps us monitor corporate sales targets and individual sales people targets. Allows sales team easy access to accounting information to ensure credit policies are observed. Integrates to website for lead transition and initiation.

Sage CRM review by Administrator in Oil & Energy
Administrator in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"A simple and economic CRM for small business"

What do you like best?

Ease of use

Simple to manage

Ability to update

Exporting to Excel was not difficult

What do you dislike?

Didn't work well with others

We purchased this to sync with our MAS 90 software, and the syncing was spotty at best

Lag in tracking sales realtime

Has a real problem with attempting to delete obsolete contacts

Recommendations to others considering the product

Use only if you're a small business and don't want much realtime trending information.

What business problems are you solving with the product? What benefits have you realized?

We used Sage CRM to help grow customer/prospect information and track sales. Of course, you're CRM is only as good as the people who use it, and with oilfield that was a big problem. While Sage CRM provided a decent platform, it just didn't sync with MAS 90 like we wanted to really show trending and customer retention.

Sage CRM review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Entirely Underwhelming"

What do you like best?

Sage CRM is very easy to customize. One administrator can set up and manage the application quite easily.

What do you dislike?

It isn't intuitive in most cases. one example is that you can have a company with multiple addresses and people with an address. the company is only searchable by the default address and the peoples addresses are not connected to the business either. In essence you can't have a store location anywhere.

What business problems are you solving with the product? What benefits have you realized?

CRM and Team management. It is nice to be able to share things with a team and to create quality cases in CRM.

Sage CRM review by Gary P.
Gary P.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Working with SAGE CRM"

What do you like best?

As a User for nearly 10 years, it is a very easy to understand, use and also customise system with great flexibility. More importantly from our consultancy perspective, it can acts as a good blank canvas to extend ideas and use of CRM, for example, we have developed a Samples Management area for one client, so SAGE CRM enables you to think laterally and still allow Users to comprehend the overall system quickly and easily.

What do you dislike?

This is a tough one really, since after 10 years you do get used to it. Possibly, and this is a strange one the name 'communications' for all the activities such as calls or phone call, emails. Personally, I think everyone understands the name Activities better, although of course, you could relabel this.

What business problems are you solving with the product? What benefits have you realized?

Our first major use internally was in improving our Helpdesk system and we know from Client surveys this is a great area where with the help of workflow automations, all clients received a notification of their Case with number and details together with estimated time frame. This was straight out of SAGE CRM with some small customisation really to make the email template look professional. Just this one are alone improved our Customer service and importantly reduced calls in chasing for where a Case was. The clients had confidence and so did we since we could monitor performance and also offer SLA's for the first time

Sage CRM review by Danny E.
Danny E.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Seasoned CRM Expert with 10 Years Sage CRM Experience Reviews Version 7.3"

What do you like best?

Sage CRM is highly flexible and very customization friendly in either it's on premise version or the cloud releases. The product has very deep feature sets that have been in the product for nearly two decades yet stays current with compliance on all browsers and mobile platforms.

What do you dislike?

The calendar and formatting of the calendar for activity and task management are somewhat foreign to the way the most CRM interfaces work although Sage's native Exchange and Office 365 integration more than make up for some of the nuances in the calendar.

Recommendations to others considering the product

One of the biggest things that we can say with the new versions of both Sage CRM and Sage CRM Cloud are to take a second look if you haven't seen Sage CRM in a while.

There is a completely new UI for both versions and the mobile solutions have been optimized for a clean and easy user experience regardless of your chosen platform (Android, Windows Mobile, Apple).

What business problems are you solving with the product? What benefits have you realized?

As an implementation partner we have done over 100 Sage CRM implementations and are addressing core marketing and sales efforts in addition to empowering customer service and field service teams.

For many customers the ease of integration with back end ERP systems, including some of the pre-built integrations also help to eliminate duplication of efforts, provide workflow and mobility to extend those ERP systems to those on front lines dealing with customers.

The robust technology also extends nicely on all mobile platforms and gives our customers that key ability of being able to work anytime or anywhere.

Sage CRM review by Coral E.
Coral E.
Validated Reviewer
Verified Current User
Review Source

"Sage CRM - Customizable and Complicated"

What do you like best?

This software is HIGHLY customizable, which is useful for our company. Additionally, once you understand the infrastructure and memorize the hot keys, it can be very efficient and effective.

What do you dislike?

HOWEVER, if you don't understand the nuances of the program (or don't have infinite patience), it can slow your workflow down exponentially. A lot of our team struggles with navigating the system, and its different modules- and the process to keep it updated and clean is complicated and tedious.

Recommendations to others considering the product

DEFINITELY get involved in any and all training the software has to offer, and create your own "cheat sheet" templates to provide to new employees. The learning curve for this program is very steep. Additionally, make sure you maintain any process or template that you implement, because any change to the routine can negatively affect the whole system.

What business problems are you solving with the product? What benefits have you realized?

I guess the business problems we're solving is the ability to manage almost every inventory process we have in our company on one core program as opposed to a mish mosh of several. Whether or not that is actually beneficial is currently up for debate. I personally like it but that's because I've spent three years perfecting my technique and becoming a power user of this system and all the different solutions it provides.

Sage CRM review by Danny W.
Danny W.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Worth a strong consideration. "

What do you like best?

User adoption is the secret to a fantastic CRM. Enabling a high level of customization and ease of access is crucial for many small to medium sized user bases to get into a rhythm of using CRM software. Sage's user interface is dead on, and does a great job of not overwhelming the screens, and allows the adding and removing of nearly every field displayed.

What do you dislike?

Integration options for it's cloud based SageCRM.com product are limited compared to some of the other competitors.

Recommendations to others considering the product

Run through the different versions and licensing option offered.

What business problems are you solving with the product? What benefits have you realized?

The fruits of Customer Relationship Management are exponential to the input of data taken and the ability to use that data in ways that positively impact day to day routines. Sage CRM has all the tools needed to get there for most.

Sage CRM review by Patti C.
Patti C.
Validated Reviewer
Review Source

"I have used Sage products for 20+ years"

What do you like best?

I like that our customer database, order entry, payroll and shipping all integrate together.

What do you dislike?

We still use Telemagic which is no longer supported and it is outdated.

Recommendations to others considering the product

We have not transitioned to Sage cloud based, but we have been satisfied with what we have at this point.

What business problems are you solving with the product? What benefits have you realized?

The integration between all of our programs is the best part. We have been able to use the same software brand for years.

Sage CRM review by Administrator in Renewables & Environment
Administrator in Renewables & Environment
Validated Reviewer
Verified Current User
Review Source

"New user - first impressions very functional. Not pretty."

What do you like best?

Data analyse that's possible and linking with Sage200 and other systems.

What do you dislike?

It's appearance, and the 'cloud' version is not true cloud.

Recommendations to others considering the product

Really get under the skin of it first, find out exactly what you need your CRM to do, where you want to access it, and how you want to access it.

What business problems are you solving with the product? What benefits have you realized?

Sales lifecycle, forecasting and recording activities.

Sage CRM review by Tyrell T.
Tyrell T.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Best management tool for a complete customer lifecycle "

What do you like best?

In my opinion, the finest feature Sage CRM has to offer is the customisability of the system. It can be used, either standard ‘out of the box’ or as a highly customisable solution that can be configured to any industry. It has provided us with a solid dependable foundation that we were able to easily build on ourselves, giving us a complete view of our customers and the ability to ensure high quality customer service is given at all times.

What do you dislike?

There is nothing I dislike about Sage CRM, I found the product to be comeplete and robust; especially when integrated into our accouting system.

Recommendations to others considering the product

Sage CRM will do everything that any other CRM system will, as well as integrating into your accounting system. It’s extremely easy to use and requires minimal training especially if you are only planning on using the 'out of the box' version.

What business problems are you solving with the product? What benefits have you realized?

One of the business problems we have solved is keeping in regular contact with our customer base, prospects and suppliers never missing a sales opportunity and allowing our sales staff to work efficiently to maximize productivity.

We are also now equipped to offer a superior support service with strict SLA's and notification system eliminating tedious excel work sheets; we now have a 98% client retention rate because of the 360 degree view of all customers allowing us to engage with them as and when they need us.

Sage CRM review by User in Apparel & Fashion
User in Apparel & Fashion
Validated Reviewer
Review Source

"A great tool to keep track of customers and prospects"

What do you like best?

The ease in looking up all clients and prospects.

What do you dislike?

Sometimes seems a little bit cluttered - Could use an upgrade on the overall look.

What business problems are you solving with the product? What benefits have you realized?

In my role, I mostly use Sage CRM to look up current or potential customers. It is also beneficial to add any new or delete any old information. We can also use it as a calendar tool that reminds us when we need to get in touch with customers or prospects. The benefits include improved efficiency throughout the office and a central hub to keep all customer and prospect information.

Sage CRM review by Administrator in Management Consulting
Administrator in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"High Customized, Easy to Use, Wish it was mobile"

What do you like best?

I like best about Sage CRM is how easy I find it to make conditions on groups and changing the layouts of these groups. It is then very easy for me to pull data into Excel. As well I like that these groups are constantly updated every time you enter into them. Though I have a highly customized version in terms of fields and tabs. I found customizing in Sage CRM to be pretty easy. I think the flow of Sage CRM makes sense. I also enjoy how Parent and Child tables can be joined in the groups.

What do you dislike?

My main dislike, does not have a mobile aspect too it and is why my current company is looking to move to Salesforce. As well running queries on the back end does not always seem to make sense. I also think there should be a way to make global changes in a group which you have already created. As well I know there is a cloud based version of Sage CRM, but the reviews I have heard from other organizations are not promising.

What business problems are you solving with the product? What benefits have you realized?

With the information inputted into Sage CRM I am able to complete internal and external reporting requirements. As well, it has allowed us project management and an excellent database of all current and potential clients with extra information. I have realized the benefit of this CRM in almost every daily task.

Sage CRM review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Ponderous and buggy"

What do you like best?

I guess I like that it runs most of the time. I don't use it to do very much, as it's a sales tool for me.

What do you dislike?

It's very slow most of the time, and not very intuitive at all. For example, I have to jump through hoops in order to write notes about a particular prospect the correct, so I almost always write notes on a different part of the lead screen. This makes it harder for other people to access the info later, but it's much easier for me when I need to do it. That's just one small example. It also kicks me and my colleagues offline randomly, sometimes for a few minutes and sometimes (though rarely), an hour or more. I don't know if this is typical for all CRM programs, but it annoys me all the same.

Recommendations to others considering the product

Use Sage ACT! if it's still available.

What business problems are you solving with the product? What benefits have you realized?

We're using Sage CRM to reach out to prospects who may be able to use our credit card processing services. I guess we've realized some benefits--I mean, it's not as if the program hasn't served a purpose.

Sage CRM review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Review Source

"Business Manager"

What do you like best?

Sage is easy to use and "canned" reports are useful right from the start.

What do you dislike?

Sometimes get "lost" in windows to find something so that if you had to find your way back to a particular spot in the future, it was impossible. Like drilling down to a transaction level.

Recommendations to others considering the product

Use a 3rd party vendor such as SWK Technologies for support. It's much easier to get through to them and work with a consistent rep.

What business problems are you solving with the product? What benefits have you realized?

Financial reporting. Much more efficient than prior methods using spreadsheets.

Sage CRM review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Hard to use - quite clunky"

What do you like best?

I like that I could quickly enter simply client data in and use it as an online rolodex.

What do you dislike?

It was very clunky. We tried to use it for marketing campaigns with some other integrations (exact target) and felt as though things were still be entered/tracked manually.

Recommendations to others considering the product

Weigh out other options before going with Sage CRM.

What business problems are you solving with the product? What benefits have you realized?

We were trying to improve our sales pipeline with marketing efforts tracked/tied into the system. However, this proved to be quite the frustrating task at times.

Sage CRM review by Brian D.
Brian D.
Validated Reviewer
Verified Current User
Review Source

"Have used Saleslogix for 15 years Small Company 50 employees"

What do you like best?

Saleslogix is very customizable with a built in architect form editor and crystal reports. There are also other addins for general ledger such as Eventix, which we have employed to handle invoicing and sales.

What do you dislike?

The webclient and mobile client are a little too clunky and slow. The web client is much better than tha mobile client which could use some work on looks and ease of use.

What business problems are you solving with the product? What benefits have you realized?

We use Saleslogix as a traditional CRM and also to do invoicing and export to our accounting software with Eventix add in.

Sage CRM review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"User Friendly"

What do you like best?

Sage works very well and is quite user friendly. Did not take long to learn how to use and gets the job done well.

What do you dislike?

The version we use has some quirks but I believe its just because its a little older. Steps you have to take to post that seem unnecessary.

What business problems are you solving with the product? What benefits have you realized?

Entering jobs, timecards, and billing information.

Sage CRM review by Myriam S.
Myriam S.
Validated Reviewer
Verified Current User
Review Source

"Friendly and professionnal"

What do you like best?

The connection bewtten all communications, notes and people for each company. It is super easy to find information and to have an overview.

What do you dislike?

There is so much gadgets and features that you might need a trainning for you specific needs

Recommendations to others considering the product

Ask for a support to set up your interface

What business problems are you solving with the product? What benefits have you realized?

Better traceability of our exchange with our clients. Its easier for the new people to catch up when they arrive in the sales department

Sage CRM review by Dmitry Y.
Dmitry Y.
Validated Reviewer
Review Source

"Sage CRM in a Medical Infusion business"

What do you like best?

The ease with which you can customize the smallest of workflows in Sage CRM is truly inspiring. Our turn around times were fast and efficient keeping the Customer Relations and Sales teams extremely happy. The training Sage provided was in depth yet understandable to a novice.

What do you dislike?

It took a little ramp up time to implement the system but it was well worth the effort.

What business problems are you solving with the product? What benefits have you realized?

Sage was implemented as the primary CRM solution for all Medical Home Infusion based transactions. The organization utilized Sage for sales, procurement, provisioning, and scheduling. With all processes covered under one solutions out turn around times and quality of service has made a noticeable improvement.

Sage CRM review by Craig H.
Craig H.
Validated Reviewer
Verified Current User
Review Source

"Project managing the transition from Microsoft AX CRM"

What do you like best?

Flexibility to easily customise features without the need for too much programming knowledge.

What do you dislike?

No option to use a simple import tool to add product information when using CRM as stand alone option - available if using Sage 200 integration.

What business problems are you solving with the product? What benefits have you realized?

Sales Pipeline - now real time information on Sales Opportunities is available to Board members and Sales team

Sage CRM review by User in Entertainment
User in Entertainment
Validated Reviewer
Review Source

"Not a Friendly Program"

What do you like best?

The linkage between CRM and Accpac is it's best feature.

What do you dislike?

The program was not intuitive and was prone to glitches and errors. Groups were a nightmare; it was extremely difficult to delete records and find the records you wanted to add.

What business problems are you solving with the product? What benefits have you realized?

Can store files attached to certain contacts.

Sage CRM review by Nicole P.
Nicole P.
Validated Reviewer
Review Source

"Sage CRM and how it compares"

What do you like best?

I like that you have all in one- customer service notes, accounting features.

What do you dislike?

After using Salesforce and trying Sage CRM its more of a preference as oppossed to a dislike.

What business problems are you solving with the product? What benefits have you realized?

Lead Generation- building contacts.

Sage CRM review by Zev Z. K.
Zev Z. K.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Sage CRM is extremely flexible, easy to configure and customize."

What do you like best?

Its flexibility and ease of customization.

What do you dislike?

I really like everything it has to offer.

What business problems are you solving with the product? What benefits have you realized?

Customer service, Project Management and Sales

Sage CRM review by Yan L.
Yan L.
Validated Reviewer
Verified Current User
Review Source

"CRM Coordinator"

What do you like best?

It less expensive compare with other CRM.

What do you dislike?

It's not as integrated as Salesforce. Many things should be entered into the system manually.

What business problems are you solving with the product? What benefits have you realized?

I was using Sage to track and manage the whole sales process. The benefit is that I can sync my email communications with the CRM.

Sage CRM review by Administrator in Oil & Energy
Administrator in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"Sage CRM Review"

What do you like best?

Sage CRM's UI is light and easy to use. The dashboard is easy to configure with ad hoc custom reports or standardize reports with can be extremetly helpful. Good small and medium size campaign handling, ability to execute campaigns in waves.

What do you dislike?

Exporting functionality needs to be improved. Exporting only in CSV is painful to do further analysis on data. Emailing functionality would be nice as well. SWOT analyis would be a nice add, but can be done outside the tool

What business problems are you solving with the product? What benefits have you realized?

Needed new CRM tool to handle customer and campaign management with new lead efforts and product/sales implementations.

Sage CRM review by Nolan G.
Nolan G.
Validated Reviewer
Review Source

"Sage has allowed our company to operate efficienctly with both offline and online features."

What do you like best?

The ability to use both offline and online with ease.

What do you dislike?

Interface appears to outdated aesthetically.

What business problems are you solving with the product? What benefits have you realized?

Ability to keep accurate records of financials, and maintaining all within a single system.

Sage CRM review by John G.
John G.
Validated Reviewer
Verified Current User
Review Source

"Comprehensive."

What do you like best?

It's ability to manage large amounts of client data.

What do you dislike?

Sometimes seems over complex in areas, plus a steep learning curve.

Recommendations to others considering the product

For medium to large businesses Sage CRM is definitely worth investigating.

What business problems are you solving with the product? What benefits have you realized?

Manage and maintain client data.

Sage CRM review by User in Insurance
User in Insurance
Validated Reviewer
Review Source

"Easy to Operate"

What do you like best?

I liked the fact that it wasn't too bogged down with unnecessary functions.

What do you dislike?

The color scheme sometimes made it difficult to read.

Recommendations to others considering the product

The depth of functionality you need for whatever product data you're holding into Sage. I thought it was very useful for our account information, but sometimes felt like information could be difficult to find.

What business problems are you solving with the product? What benefits have you realized?

We were using it to bridge gaps between customers, orders, and inventory. It was a great tool to help accomplish this goal.

Sage CRM review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"ACT! is a great CRM tool. "

What do you like best?

Having a CRM that integrates with email is a very helpful tool. We were able to access our database and send emails to targets with ease.

What do you dislike?

It's often tedious to get correct data in there when you have so many people using the database, so spending time to clean up the database is not fun.

What business problems are you solving with the product? What benefits have you realized?

Reaching out to prospects, offering a multi-touch solution to follow up with prospects. Giving my sales team the support they need.

Sage CRM review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Review Source

"Sage makes things easier"

What do you like best?

Case management is really easy, everything shows up on home screen

What do you dislike?

Their customer service isn't great, not very helpful

Recommendations to others considering the product

Customer support is difficult but otherwise no issues

What business problems are you solving with the product? What benefits have you realized?

Case management is a cinch! Everything is easy to access and update

Sage CRM review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Review Source

"User of Sage CRM"

What do you like best?

Low cost and easy to navigate user interface.

What do you dislike?

Not enough functionality out of the box and lack of social media tools.

Recommendations to others considering the product

Make sure it had all necessary functionality

What business problems are you solving with the product? What benefits have you realized?

Easier to track opportunities and interactions including managing more deals at once and quicker cycles.

Sage CRM review by Chandreyi S.
Chandreyi S.
Validated Reviewer
Review Source

"Sage CRM "

What do you like best?

Sage CRM platform is user friendly + module builder - Embedded email editor within its platform is an unique feature.

What do you dislike?

Disappointing performance in cross-platform integration, limited third party plug-ins

What business problems are you solving with the product? What benefits have you realized?

Communication and collaboration

Sage CRM review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great CRM software"

What do you like best?

Easy to manage client details and documentation as well as a competent ticketing system.

What do you dislike?

Search functionality needs some work as it's not as intuative as it could be.

What business problems are you solving with the product? What benefits have you realized?

Ticketing works much better than old system and makes managing client information easy to fimd

Sage CRM review by Consultant
Consultant
Validated Reviewer
Review Source

"Sage CRM"

What do you like best?

Keeps all contacts and communications in one place

What do you dislike?

Integration with ACT or other 3rd party CRMs

What business problems are you solving with the product? What benefits have you realized?

Used for tracking new sales in pipeline and tracking corespondents

Sage CRM review by Agency in Information Technology and Services
Agency in Information Technology and Services
Validated Reviewer
Review Source

"Used sage 100 and 300. 300 is good from all other, price is high but its worth it"

What do you like best?

Its complicate but i like its availability and reliability.

What do you dislike?

Price is high. And we cannot upgrade to 300c version.

Recommendations to others considering the product

Not much

What business problems are you solving with the product? What benefits have you realized?

Its has lot of features

Sage CRM review by Hrayr G.
Hrayr G.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great for Support and Sales Tracking"

What do you like best?

Very easy to customize. A business user with limited technical background can do a great deal of customization before a programmer needs to step in. With the help of a programmer, customization possibilities are virtually limitless.

What do you dislike?

Some features don't work on Mac, most notably Mail Merge with Word. Presumably because Mac version of Word does not support this functionality.

Recommendations to others considering the product

I've used Sage CRM primarily for two purposes:

1. Keep track of support tickets

2. Keep track of sales opportunities.

It worked very well in both cases. Workflow customization is very valuable and easy to do. With support tickets, we were able to automate filing all communications (even the incoming ones) within the support case, giving us complete history. With sales opportunities, we customized it to an extent that it almost turned into a project management solution, so we continue tracking opportunities even after the sale was closed, all the way up to assigning resources and collecting payments.

Sage CRM review by Shane E.
Shane E.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Vice President"

What do you like best?

Ease of use, overall functionality, workflow options that are built in, strong marketing capabilties, great reports. I like that fact that it can be used as a hosted application and also a on-premise solution.

What do you dislike?

needs more social media connections to the core product.

Recommendations to others considering the product

Great CRM tool to better manage customer interactions and manage prospecting with potential new customers.

Sage CRM review by Frank O.
Frank O.
Validated Reviewer
Verified Current User
Review Source

"Sage CRM review"

What do you like best?

Mobile use is very easy. The interface is intuitive and requires a short learning curve

What do you dislike?

No Blackberry Z10 app. I have not found a decent Google map add on that works in the UK. Technical support and upgrades are expensive,

Recommendations to others considering the product

Look for a package that encompasses CRM, order processing and inventory control, ensure full training is rolled out well in advance.

Sage CRM review by Consultant in Computer & Network Security
Consultant in Computer & Network Security
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"CRM user and consultant"

What do you like best?

Sales interaction with Customer information

What do you dislike?

Web access from other devices is unreliable.

Recommendations to others considering the product

Outside of server access made better

What business problems are you solving with the product? What benefits have you realized?

Consultants and sales person access from anywhere is the goal

Sage CRM review by Paul I.
Paul I.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Easy to use, great for the SME"

What do you like best?

Sage CRM is fantastically intuitive. It has a great user experience in the web client (of which you can take your pick). Unlike Microsoft Dynamics CRM, users are kept on the same tab/screen throughout. Some may say that this means they cannot flick between records, but personally I prefer this.

The tablet/mobile experience is simple to set up and then use. Others are playing catch up here.

Social Media integration is also excellent.

What do you dislike?

Whilst the native integration with Sage 200 is a logical step, it is not without it's problems, and you need to watch out for erroneous data from the ERP system that may be incompatible with CRM. I recently had an issue with non-English Roman characters (accents, etc.) and ERP systems that have gradually been upgraded from Sage Line 100 and this caused some difficulties.

Recommendations to others considering the product

For me, the key thing to consider is the scale of the solution you wish to implement. Sage does not position this product in the massive multi-site implementation arena so it's best to choose something like SalesLogix if you want a Sage product to do that.

There are plenty of partners who will be able to help provide consultancy on Sage CRM, and although it may not have the reach of, say, Oracle or Microsoft, it does have a strong presence in EMEA and APAC regions.

Sage CRM review by Peter B.
Peter B.
Validated Reviewer
Verified Current User
Review Source

"Still a long way to go"

What do you like best?

I used SalesLogix years back and this software is light years ahead of the on-premise version. It runs fairly smooth and covers most of the basics that a CRM suite should offer.

What do you dislike?

It still have a long way to go with the UI. The user interface needs a major overhaul and become a lot more user friendly before this tool starts to take off.

Recommendations to others considering the product

I'm not saying that it's bad, but there are so many other cloud options out there, outside of Salesforce, that I feel are better options. Try it for yourself and see what you think. you do get a free, 30 day trial.

Sage CRM review by Tim P.
Tim P.
Validated Reviewer
Review Source

"Integration with other Sage products the best feature"

What do you like best?

The product is affordable, and fairly seamlessly integrates with other Sage products, for example, their accounting system. There are various levels of the product that give you different price points and capabilities.

What do you dislike?

In terms of a CRM Sage leaves something to be desired - there is a very large gap between the capabilities of the cloud vs on-premises versions. for the cloud version you miss out on interactive dashboards, import/export functions, and a variety of user administrative tasks, as well as many advanced workflow design capabilities, custom scripting. My start-up company of a couple of years ago chose SugarCRM after trialing Sage CRM, and moved recently to MS Dynamics CRM

Recommendations to others considering the product

One should stay away from the ACT! Sage product - old and not user friendly. Sage CRM offers "free" test drive available via their website which is useful to review

Sage CRM review by Michael F.
Michael F.
Validated Reviewer
Verified Current User
Review Source

"Cloud version seems to be lacking"

What do you like best?

Appearance seems like a Microsoft product. Seems fairly easy to navigate. Appears to integrate well with other sage products (I don't have any).

What do you dislike?

Cloud version is lacking interactive dashboards and some workflow capabilities. According to other posts, support is lacking outside of UK (I didn't have an occasion to try out support)

Recommendations to others considering the product

Try out the trial version online. Don't base your decision on my review. I only tried trial version briefly on my iPad using Citrix Receiver.

Sage CRM review by User in Retail
User in Retail
Validated Reviewer
Review Source

"No longer at job that used Sage CRM"

What do you like best?

Find function was fast. Summary screen showed most of what I needed to see in one convenient screen. I honestly don't have a lot of positive comments to say here, Sage CRM wasn't my program of choice.

What do you dislike?

Reports were so hard to navigate. Pulling up a list and then the export to excel feature didn't work properly. No way to set up an opportunity pipeline with automated emails and tasks for repeated opportunities.

Recommendations to others considering the product

Don't use it.

Sage CRM review by Administrator in E-Learning
Administrator in E-Learning
Validated Reviewer
Review Source

"HATED THIS SOFTWARE"

What do you like best?

Nothing. This software was hell to install and then just as painful to use.

What do you dislike?

In order to be able to view it online it was an extra charge. Contacts were not easy to find and overall user experience is terrible

Recommendations to others considering the product

Don't do it

Sage CRM review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Very affordable option with high capablility for small businesses"

What do you like best?

Very affordable. Both on premise and off premise options. Great customer service. Great integration with Sage accounting and ERP products.

What do you dislike?

There is a big difference between the CRM on demand and on premise editions. On demand is missing interactive dashboards, keyword search, self service, and Excel functions. On Premise is much more powerful and has more features.

Recommendations to others considering the product

Consider the on premise editions over the on demaind editions.

Sage CRM review by Kryz O.
Kryz O.
Validated Reviewer
Review Source

"Great for the uk, international offering starts to fail"

What do you like best?

Great handshake with sage erp, however they are separate products which have an integration owned by sage. Within the uk there is lots of experience however check for local resource if you plan for a global role out.

What do you dislike?

Global support is limited in some countries. Useful if running sage as an erp

Recommendations to others considering the product

Check for local resource

Sage CRM review by Administrator in Computer Networking
Administrator in Computer Networking
Validated Reviewer
Review Source

"ability to integrate"

What do you like best?

the independence and th possibility to integrate Sage CRM to all ERP systems, the easy to use interface where the user can build up his own menus etc. makes it very powerfull.

What do you dislike?

the time for implementation could be more efficience if we had the right consultance form the start, but in all a very good software.

Recommendations to others considering the product

Let you guide through an experienced consultance, and implement in small steps building up knowledge and making small onsite courses for the users

Kate from G2 Crowd

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