UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

4/11/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Sage CRM - Many uses and benefits!"

5/5

What do you like best about Sage CRM?

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 about Sage CRM?

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 Sage CRM:

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 is Sage CRM solving and how is that benefiting you?

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.

UM

Verified User in Market Research

Small-Business (50 or fewer emp.)

4/3/2018

"A bit temperamental"

3/5

What do you like best about Sage CRM?

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.

What do you dislike about Sage CRM?

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.

Recommendations to others considering Sage CRM:

The price is decent compared to some key competitors, but some of the features aren't that advanced in comparison, just think about what you really need to see whether Sage is actually what you need Review collected by and hosted on G2.com.

What problems is Sage CRM solving and how is that benefiting you?

Pipeline tracking, invoicing, contact database maintenance Review collected by and hosted on G2.com.

UR

Verified User in Retail

Small-Business (50 or fewer emp.)

11/8/2018

"Sage"

1/5

What do you like best about Sage CRM?

No lag time. Reports are helpful. Prints accurately Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Way too much data. Takes too long to do simple things Review collected by and hosted on G2.com.

UE

Verified User in Entertainment

Small-Business (50 or fewer emp.)

8/1/2018

"Not a Friendly Program"

1.5/5

What do you like best about Sage CRM?

The linkage between CRM and Accpac is it's best feature. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

The program was not intuitive and was prone to glitches and errors. Groups were a nightmare; it was extremely difficult to delete records and find the records you wanted to add. Review collected by and hosted on G2.com.

BG

Beth G.

Vice President Operations

Food Production

Mid-Market (51-1000 emp.)

12/19/2017

"Easy to use and customize"

3.5/5

What do you like best about Sage CRM?

It has been very helpful to have all our customer data in one place Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Because it is on a hosted server the communication back and forth can be slow at times. Review collected by and hosted on G2.com.

AR

Verified User in Renewables & Environment

Small-Business (50 or fewer emp.)

12/21/2017

"New user - first impressions very functional. Not pretty."

3.5/5

What do you like best about Sage CRM?

Data analyse that's possible and linking with Sage200 and other systems. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

It's appearance, and the 'cloud' version is not true cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Sage CRM:

Really get under the skin of it first, find out exactly what you need your CRM to do, where you want to access it, and how you want to access it. Review collected by and hosted on G2.com.

What problems is Sage CRM solving and how is that benefiting you?

Sales lifecycle, forecasting and recording activities. Review collected by and hosted on G2.com.

AH

Verified User in Higher Education

Enterprise (> 1000 emp.)

12/14/2017

"Business Manager"

4/5

What do you like best about Sage CRM?

Sage is easy to use and "canned" reports are useful right from the start. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Sometimes get "lost" in windows to find something so that if you had to find your way back to a particular spot in the future, it was impossible. Like drilling down to a transaction level. Review collected by and hosted on G2.com.

Recommendations to others considering Sage CRM:

Use a 3rd party vendor such as SWK Technologies for support. It's much easier to get through to them and work with a consistent rep. Review collected by and hosted on G2.com.

What problems is Sage CRM solving and how is that benefiting you?

Financial reporting. Much more efficient than prior methods using spreadsheets. Review collected by and hosted on G2.com.

CB

Verified User in Broadcast Media

Small-Business (50 or fewer emp.)

1/22/2018

"Sage CRM"

3.5/5

What do you like best about Sage CRM?

Keeps all contacts and communications in one place Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Integration with ACT or other 3rd party CRMs Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/14/2018

"Used sage 100 and 300. 300 is good from all other, price is high but its worth it"

4/5

What do you like best about Sage CRM?

Its complicate but i like its availability and reliability. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Price is high. And we cannot upgrade to 300c version. Review collected by and hosted on G2.com.

UA

Verified User in Apparel & Fashion

Small-Business (50 or fewer emp.)

8/10/2017

"A great tool to keep track of customers and prospects"

4/5

What do you like best about Sage CRM?

The ease in looking up all clients and prospects. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Sometimes seems a little bit cluttered - Could use an upgrade on the overall look. Review collected by and hosted on G2.com.

What problems is Sage CRM solving and how is that benefiting you?

In my role, I mostly use Sage CRM to look up current or potential customers. It is also beneficial to add any new or delete any old information. We can also use it as a calendar tool that reminds us when we need to get in touch with customers or prospects. The benefits include improved efficiency throughout the office and a central hub to keep all customer and prospect information. Review collected by and hosted on G2.com.