Sage CRM
Review of Sage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Sage CRM
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Sage CRM Features
Sage CRM Integrations
Customer Reviews
See why people love Sage CRM
Esther B.
Verified UserArchitecture & Planning · 51-200 employees
Sage is an excellent resource for account management
I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data
- I liked the ease of updating accounts and billing clients
I found the process complicated and not as user friendly as it could be to load a client account
Switched From
The operations of the company changed from. Warehouse to dropshipping
Why they chose it
"Mostly because of the advertising and the reputation from our colleagues"
Kasondra C.
Verified UserMarketing and Advertising · 501-1000 employees
Sage is great
Easy to navigate and links with your clients etc.
- Easy and always updating to perform better
- Would b nice if it could synch w outlook
Switched From
Ease of use and price was better. Turned out to be a better product ll the eay around.
Sheral G.
Verified UserReal Estate · 11-50 employees
SAGE is outdated
I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that.
- I never liked SAGE compared to other CRM
- I couldn't WAIT for our company to move to another CRM
- It was clunky, it was hard to manage my DB of contacts
- Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious
Dawn O.
Verified UserConstruction · 51-200 employees
CRM - make it work for you
Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software
I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options
Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside
Switched From
The business has outgrown Act so we upgraded to Sage CRM which suited us much better
Ian S.
Verified UserConstruction · 11-50 employees
Detailed Accounting Software
Overall, we have been very pleased with this product. We have been able to do integrations with other purchasing and management software.
- The reporting features are really good
- Our company uses them to do deep dives on specific aspects of the business
- It may be slightly antiquated when compared to newer accounting systems
- Onboarding new users can be troublesome
RAVINDER S.
Verified UserHospital & Health Care · 2-10 employees
The powerhouse of small business accounting
Everyday accounting and balance sheet reports. Links very well with my accountant.
- A solid reputation that lasts over the whole product timeline
- There are many different functions and each one costs money
- The subscription based payments mean it is difficult to break away onto another platform
Why they chose it
"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!"
Mike M.
Verified UserConstruction · 11-50 employees
Industry Standard so everyone uses it
It allows us to all our accounting in one program
you are able to create change proposals and then change orders in order to track costs and link everything together
- There is no "smart" technology with the program
- It does not remember what cost code you entered on the line above, very frustrating
Andrew M.
Verified UserComputer Software · 51-200 employees
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.
- 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
- 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
Kathlene May D.
Verified UserMarketing and Advertising · 10000+ employees
Sage CRM is Great
Verified reviewer
A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible
- I love using this, and no problem with this tool
- It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork
Alyssa P.
Verified UserConstruction · 501-1000 employees
Essential in the construction world
Verified reviewer
From what I know Sage is largely used in the business/construction world, it's essential to any professional
At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth
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This is very useful service. The company presents itself in a very professional manner.
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