Sage CRM Reviews & Product Details

Sage CRM is a dependable solution that is both reliable and easy to navigate. It excels at centralizing customer data, interactions, and sales activities in a single location. I appreciate how it strikes a balance between structure and customization—you can adjust fields, workflows, and dashboards to fit your needs without making the system unnecessarily complicated. The reporting features are robust, and the interface allows for quick and straightforward access to important information. Overall, it’s a trustworthy platform for teams seeking clear insight into their customer pipeline and ongoing communications. Review collected by and hosted on G2.com.

Certain aspects of the user interface appear a bit outdated, and there is potential to update the navigation to be more modern and user-friendly. Although customization is available, making some changes—particularly those involving advanced workflows—often necessitates assistance from technical support. The integrations function as expected, but having a broader selection of plug-and-play options would enhance the overall experience. These points are not major drawbacks, but rather areas where the product could continue to improve. Review collected by and hosted on G2.com.

It’s easy to use, and information can always be found through different settings and views, which makes navigating and accessing data quick and efficient. Review collected by and hosted on G2.com.

It can sometimes be slow or freeze when running multiple subsections at the same time, which can interrupt workflow Review collected by and hosted on G2.com.

I find Sage CRM to be notably better and different compared to other CRM products I've used over more than five years of working experience. This impression is based on its current functionality, which surpasses previous versions of CRM systems I've worked with. This quality makes Sage CRM stand out positively in my professional experience. Review collected by and hosted on G2.com.

I find the design aspects of Sage CRM, specifically the color scheme, to be not great. It can take some time to get used to where everything is due to the design choices. Review collected by and hosted on G2.com.

I find the system easy to use and navigate to the payslips. I think compared to some providers as it has a number of features it is a definite more user friendly platform especially if you are new to using it. Review collected by and hosted on G2.com.

Sometimes it asks you to login again even if you have selected to keep your password saved for 30 days etc Review collected by and hosted on G2.com.

Sage CRM is a reasonably priced CRM solution, particularly for small and medium-sized organizations.

Sage CRM can be scaled to meet the demands of companies of all sizes , from small startups to major corporations.

Sage CRM interfaces with a variety of different business softwares tools including ERP,accounting and marketing automation. Review collected by and hosted on G2.com.

Sage CRM's user interface is less user-friendly than some of its competitors.

Sage CRM not have advanced features such as marketing automation or predictive analytics.

It is being slow and unresponsive , particularly when working with huge datasets. Review collected by and hosted on G2.com.

Their user interface is simple and informative which makes the daily usage more productive and easier. Review collected by and hosted on G2.com.

Difficult implementation process that requires real time communication with customer representatives. Review collected by and hosted on G2.com.

I like the tool because everything is centralized and easy to track, and you don't need heavy IT for customization and easy implementation. It offers helpful automation for repetitive tasks, along with strong reporting and dashboards. The most beneficial aspect I can identify is that it improves customer visibility. Review collected by and hosted on G2.com.

Well, I find it not very user-friendly; the menus can be confusing because of its outdated interface. Plus, is has limited third-party integrations and a weak mobile experience. Review collected by and hosted on G2.com.

The system is very user-friendly. Uploading invoices and filling out the required fields is straightforward and hassle-free. Additionally, searching for previously entered data is quick and easy if I need to revisit it. Review collected by and hosted on G2.com.

I find it frustrating that I get logged out after just 20 minutes of inactivity. Each time, I have to log back in, generate a new code from Google Authenticator, and go hunt for my phone. It would be much more convenient if the system only logged users out after 3 hours of inactivity instead. Review collected by and hosted on G2.com.

Very effective for SMEs and possible to link it with other applications. Review collected by and hosted on G2.com.

Difficulty in customization and sometimes slow. Review collected by and hosted on G2.com.

The Sage CRM platform is very user friendly and have very useful sales and market features. I also appreciate the on the go mobile access the platform has. Review collected by and hosted on G2.com.

The only dislike I can think of is that there is a slow wait time with customer support. Review collected by and hosted on G2.com.