Sage CRM Reviews & Product Details

The flexibility that is afforded by customizing as we see fit to meet our needs. Review collected by and hosted on G2.com.

That flexibility comes at a price in the way of consultant hours to help us develop it. Out of the box, Sage is a decent CRM, but to really take advantage of it's power, you need to be able to invest in development hours to customize it to fit the organization's needs. Unless you have a development team on staff that can be used to help with these customization, you will need the assistance of a consultant to do that type of work; and that can get expensive. We are fortunate enough to have a full time CRM Administrator but even then some of the customizations are above my skill level which makes it frustrating to fulfill the requests of our end users who just want to optimize our CRM and make efficiency improvements. Review collected by and hosted on G2.com.

Easy, simple, and convenient access to all your leads and contacts Review collected by and hosted on G2.com.

The user interface looks a little dated and lags Review collected by and hosted on G2.com.

Sage is a great way to keep up with your daily sales needs. Review collected by and hosted on G2.com.

To be honest I don't feel like the software is super user friendly. I often get hung up when inputting data. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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!) Review collected by and hosted on G2.com.

Sage CRM is very easy to customize. One administrator can set up and manage the application quite easily. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Case management is really easy, everything shows up on home screen Review collected by and hosted on G2.com.

Their customer service isn't great, not very helpful Review collected by and hosted on G2.com.

Ease of use

Simple to manage

Ability to update

Exporting to Excel was not difficult Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Low cost and easy to navigate user interface. Review collected by and hosted on G2.com.

Not enough functionality out of the box and lack of social media tools. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mobile use is very easy. The interface is intuitive and requires a short learning curve Review collected by and hosted on G2.com.

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, Review collected by and hosted on G2.com.

Appearance seems like a Microsoft product. Seems fairly easy to navigate. Appears to integrate well with other sage products (I don't have any). Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.