Sage CRM Reviews & Product Details

Sage CRM Overview

What is Sage CRM?

Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money.

Sage CRM Details
Website
Languages Supported
English
Product Description

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.

How do you position yourself against your competitors?

Sage CRM is designed to help small and enterprise sized businesses like yours. It is easy to use, adapt, configure, learn and manage for companies who want to focus on their business, not on their software. And critically, it’s affordable, offering you the best possible value.

Available on-premises or in the cloud, Sage CRM provides the tools to quickly automate business workflows. When integrating with Sage ERP, you can enjoy more business insights, greater
efficiencies, and a single, customer-centric view across the entire business.

See why over 14,000 organizations worldwide use award-winning Sage CRM to make every business interaction count.


Seller Details
Seller
Sage Software
Ownership
SGE.L
Company Website
Phone
+1 (866) 996-7243
Year Founded
1981
HQ Location
Newcastle, United Kingdom
Total Revenue (USD mm)
$1,936
Twitter
@sageuk
46,776 Twitter followers
LinkedIn® Page
www.linkedin.com
15,163 employees on LinkedIn®
Description

Sage provides software in accounting, ERP, CRM, and more across industries and available for entrepreneur, small, midsized, and larger businesses.

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Sage CRM Screenshots

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Sage CRM Reviews

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Software Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The platforms has two choices for the user to decide if to work with the On-Premises the Hosted platform. Sage CRM allows customization on its different functions so that the user can be fully satisfied by the tool performances.

Easy creating change proposals and the management ability for simple leads and prospects management and it also offer the easy access to different organization information.

Sage CRM enables turning of an Opportunity to a Quote, the in-build various business processes is another benefit of this expenses tracking platform. Review collected by and hosted on G2.com.

What do you dislike?

About Sage CRM i can not state an issue on this software usage because even to those are very new on this it takes no time to start using the tool. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy software on usage and quite nice for productive management of contacts, leads and very excellent for data storage. Review collected by and hosted on G2.com.

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

Accessing different clients information from a single place.

Maintaining the relationship with the potential customers. Review collected by and hosted on G2.com.

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Sales Business Development
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

If a person is looking for a budget and finance planner along with marketing manager, this software is by all means ready to go. It has different kind of widgets for work related products like dealings with leads and their whole background knowledge alongwith projects that are ongoing and also that are done. It also tells us about the weekly performance regarding company and every team member and keep tracks offline and online. Review collected by and hosted on G2.com.

What do you dislike?

This software gives access to limited apps which doesn't fulfil the needs for work related products. It hangs easily and efficiency of companies progress lags behind. This app is not for freelancers which is not good and limited device can be synced with this. Lightning bolt doesn't work accordingly and syncing files is a big concern. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If a person is new to business and needs user friendly app, this is a way to go with. Review collected by and hosted on G2.com.

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

Sage CRM is easy to use , affordable and reliable app for enterprise transactions and business purposes. It gives boost to marketing as well alongwith organisation of opportunities for Betterment. Review collected by and hosted on G2.com.

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Account Manager, Core & Fluid Analysis | Oklahoma
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Sage CRM is a full-managed sales software which helps us to manage our sales leads because it has the potential to automatically creates a new contacts of sales leads and then our sales selling process is so fast. The sage CRM charts have good sales management and that’s why all of our salesforce activities are fully functioning. We can assign CRM tasks by creating the sales and marketing activities and tasks. Review collected by and hosted on G2.com.

What do you dislike?

Sage CRM software is not very helpful as others because it does not have an ability to provide everything in one place and handling the queries from the customers side is not really that easy for whole team to manage at this single platform. As we use only one feature at a time such as it's sales pipeline which is also not that much precise and efficient. Review collected by and hosted on G2.com.

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

For me, Sage CRM is a powerful sales tool to get done with our CRM activities and marketing organized. Sage has been extremely beneficial in helping to streamline our sales process because it is the world best lead management CRM which is well-organized for our sales, leads & products. Review collected by and hosted on G2.com.

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Honorary Professorial Fellow - Entrepreneurship & Strategy
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It is great to see all notes in one place Review collected by and hosted on G2.com.

What do you dislike?

lack of mobile functionality on Sage 200CRM Review collected by and hosted on G2.com.

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

Comms improved Review collected by and hosted on G2.com.

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Senior HR Representative
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Excellent management company which focuses on process automation, performance and best practice in partner businesses, a system that incorporates all sectors and processes so that managers have company decision making accounts aimed at quality, transparency and objectivity. Review collected by and hosted on G2.com.

What do you dislike?

This tool does not benefit me, because it optimizes processes, integrates and makes each process integrated and minimizes process failures and defects. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great tool for automating business processes, introducing outstanding software and more effective processes to their partners and innovating and upgrading their system to please their partners. We have more protection in information, processes and services today, a very powerful tool that adds value to our organisation. Review collected by and hosted on G2.com.

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

Our business had a lot of communication, procedure and human deficiencies before that method, where often the physical inventory did not match the program, a gap in the payable or receivable accounts caused a company's tedious financial cost. All processes are currently integrated. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The advantages of working in Sage CRM are that when selecting a contractor, you can easily enter information about each contractor in the system, i.e. making offers, cold calls, offer reminders, overdue calls, etc. I highly recommend! Review collected by and hosted on G2.com.

What do you dislike?

Some types of documents cannot be generated. Without this I have no objections to this program. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I don't have any advices to others. Review collected by and hosted on G2.com.

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

When entering data about contractors, I can always go back to a specific one of them and determine what was done on a given day, deal with orders or payments. This helps me in my daily work, as I keep track of every offer and calls to customers. Review collected by and hosted on G2.com.

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Product Development Engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It's easy to use and I like that if you don't have a canned file, you can sign in with Microsoft Access and get any details you want from it. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I do not like, since its implementation we have not had failures. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software offers functionality and is very easy to implement and use, I recommend it. Review collected by and hosted on G2.com.

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

The software is very user friendly and has a good basic setup that can allow you to function as soon as possible. Review collected by and hosted on G2.com.

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Account Executive
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

What I like best about Sage CRM is that it is so highly customizable, so we can add and change fields and layouts to fit our company's business model. We can even create new modules for custom tracking, and we can set security on multiple levels, from module access for a user to the ability for the user to see specific fields on a screen. Review collected by and hosted on G2.com.

What do you dislike?

My least favorite part about Sage CRM is the mobile app. You have to download data to your phone. The mobile browser site is better but may require some customization to see exactly what you want and how. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Check out how easy it is to customize the system fields and layouts, as well as building marketing groups and data reports. Any CRM that you are looking at, ask the demonstrator to show you how easy it is to administer, and what kind of support you can expect after your implementation is complete. Review collected by and hosted on G2.com.

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

We use Sage CRM for sales and service tracking. It has helped up greatly improve our service response time and the ability to track and report on recurring or common issues. We also now have a solid sales pipeline that we can report and rely on. We are also now able to track and report on the training classes that we offer. Review collected by and hosted on G2.com.

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Pinnacle Direct Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I have recently begin using this CRM system and was able to get off the ground prior to having any training, such is the ease of use of the system - the console is well laid out and it's simple to navigate to the required areas of the platform, and back again. Review collected by and hosted on G2.com.

What do you dislike?

Group creation appears to be rather convoluted and cumbersome. I will undertake some further training in this area however from personal usage so far it does not seem straighforward. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is a fresh, easy to use, CRM system, that does all that I need without taking onerous amounts of time to learn/get to grips with. Review collected by and hosted on G2.com.

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

Easy management of customer contacts, organisations and opportunities. I can also view support tickets with ease and the information held here is plentiful and useful. It is also simple to pull off reports as necessary which saves me additional admin/typing out that I would have had to do previously. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Executive Account Manager
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It is customized to our business/sales process. Review collected by and hosted on G2.com.

What do you dislike?

Sage CRM does not have a large app or extensions commuity Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Information Technology Technician
Broadcast Media
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Data entry is very easy.

Documentation is very detailed Review collected by and hosted on G2.com.

What do you dislike?

Performance v/s volume of transaction in the database when the billing process is performed Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Customer Billing, Payments for satellite tv subscription. Fast off the shelf integration Review collected by and hosted on G2.com.

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Operations Manager
Management Consulting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The ability to use both offline and online with ease. Review collected by and hosted on G2.com.

What do you dislike?

Interface appears to outdated aesthetically. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Easy to manage client details and documentation as well as a competent ticketing system. Review collected by and hosted on G2.com.

What do you dislike?

Search functionality needs some work as it's not as intuative as it could be. Review collected by and hosted on G2.com.

What 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 Review collected by and hosted on G2.com.

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Director of Product Strategy
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Associate Lecturer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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 Review collected by and hosted on G2.com.

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CEO/Consultant
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Its flexibility and ease of customization. Review collected by and hosted on G2.com.

What do you dislike?

I really like everything it has to offer. Review collected by and hosted on G2.com.

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

Customer service, Project Management and Sales Review collected by and hosted on G2.com.

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CRM Practice Director
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

What 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. Review collected by and hosted on G2.com.

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Business Analyst / Implementation Consultant
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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.

Review collected by and hosted on G2.com.

What do you dislike?

Integration options for it's cloud based SageCRM.com product are limited compared to some of the other competitors. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Run through the different versions and licensing option offered. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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ERP Business Development
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Director Of Quality Control and Product Support
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

It took a little ramp up time to implement the system but it was well worth the effort. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Trustee
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Sage CRM platform is user friendly + module builder - Embedded email editor within its platform is an unique feature. Review collected by and hosted on G2.com.

What do you dislike?

Disappointing performance in cross-platform integration, limited third party plug-ins Review collected by and hosted on G2.com.

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

Communication and collaboration Review collected by and hosted on G2.com.

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Senior Front-end Developer
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It's ability to manage large amounts of client data. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes seems over complex in areas, plus a steep learning curve. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

For medium to large businesses Sage CRM is definitely worth investigating. Review collected by and hosted on G2.com.

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

Manage and maintain client data. Review collected by and hosted on G2.com.

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CC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Sales interaction with Customer information Review collected by and hosted on G2.com.

What do you dislike?

Web access from other devices is unreliable. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Outside of server access made better Review collected by and hosted on G2.com.

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

Consultants and sales person access from anywhere is the goal Review collected by and hosted on G2.com.

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Director of Business Analysis
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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