Sage CRM Reviews & Product Details

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.

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

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

Data entry is very easy.

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

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

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

Interface appears to outdated aesthetically.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

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

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

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.

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.

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.

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.

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

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

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.

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.

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.

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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.

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.

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.

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.

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.

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.

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

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

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

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

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

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.

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.