AS

Abhishek Bhushan S.

Regional sales and marketing manager

Mid-Market (51-1000 emp.)

10/28/2022

"Awesome Interference with Easy to use module"

5/5

What do you like best about Sage CRM?

-The main thing which I like most is software interference

-Easy to use

-Easy to follow up

-Easy way to add and delete Leads

-Lead follow-up remainder

-Pop up for follow up task remainder Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Some bugs are there like

-the time software server is stuck.

-Follow-up task was not added successfully.

-Need to work on follow-up task pop.

-Male some further stages to classify the stages of lead. Review collected by and hosted on G2.com.

WP

Wayalia P.

Director

Small-Business (50 or fewer emp.)

1/17/2023

"Sage CRM does exactly what you need"

3/5

What do you like best about Sage CRM?

Record Management. Job Costing. Purchase orders all essential for tracking Individual jobs Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Slow to learn but worth the time. Hang in there Review collected by and hosted on G2.com.

MH

MD Imran H.

Administrative Assistant

Mid-Market (51-1000 emp.)

8/2/2022

"Sage CRM Review"

4.5/5

What do you like best about Sage CRM?

Effectively adaptable. We utilize Sage CRM consistently to oversee client interchanges and to follow claims. It is coordinated with our bookkeeping framework which permits a few workers admittance to key monetary data without giving them admittance to ALL monetary data. We likewise have a totally custom screen which we use to deal with our transportation and conveyances. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

We now and again need to reset IIS on the grounds that CRM stalls out on the web. Not certain yet why that is, as it works incredibly more often than not. Could be an issue with our server. Review collected by and hosted on G2.com.

JB

jenny b.

General manager

Small-Business (50 or fewer emp.)

4/20/2022

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

"Know and explore more about your potential customers."

4/5

What do you like best about Sage CRM?

I like this service because it leads to increased negotiations with potential clients since it allows each client to have a score according to their defined performance and this improves client communication and obtains better working relationship, which is excellent to carry out. It also has a very attractive, well-structured interface with well-treated information on the use of the service, what it is for and how it can help improve customer management and business processes. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

the support of this application annoys us a bit since it is very slow to respond and provide instant solutions to a question about the service and this generates a loss of time, annoyance and confusion for the user, for which I hope they improve this support and update it so as not to have these problems. Another problem is that the interaction with Microsoft allows you to disable security features which is a nuisance because it allows them to allow targeted attacks on the account being used. Review collected by and hosted on G2.com.

Recommendations to others considering Sage CRM:

Sage is ideal to improve your relationships with your potential customers since it allows you to explore each client you have registered and Sage CRM takes you to know about its functionality, performance and characteristics, which allows you to know more about your customers and improve your relationships and management towards them easily and effectively. I also recommend it as a well-designed search platform that lets you know about any data and files you want to find about your business processes. Review collected by and hosted on G2.com.

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

We use Sage as a service to research client work as it is software that ensures workflow around our business processes and has excellent reporting and dashboard capabilities that allow us to visualize each client's performance. Another use that we dedicate to it is to automate tasks, budgets, orders and campaigns and this allows us to determine open and closed sales. Review collected by and hosted on G2.com.

JM

Johnny M.

sales manager

Small-Business (50 or fewer emp.)

10/27/2022

"A bit of a learning curve but very powerful"

3/5

What do you like best about Sage CRM?

The searchability vs our old crm, all the plug ins available in their marketplace Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

A bit of a learning curve to understand how it works. Review collected by and hosted on G2.com.

TK

Takudzwa Stephene K.

Industrial Engineer & Business Analyst

Small-Business (50 or fewer emp.)

11/30/2021

"Wonderful accounting and forecasting tool for Small Business"

5/5

What do you like best about Sage CRM?

Sage CRM is one of the greatest ERP Software that is helping me to understand and forecast my small businesses finance.The demographcs,purchase likelihood enables me to understand my clients more. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

The fact that it has a limited trial period that is little.It also has a lot of challenges especially when one wants to test the use of sending invoices to clients in the trial period.the option is limited for clients to ugrade their price plan. Review collected by and hosted on G2.com.

Recommendations to others considering Sage CRM:

I would like to recommend sage to avail more features to its trial version as well as not do a one size fits all approach on costing for the use of the app and also realise that small businesses are still growing thus being flexible so that more small businesses can join the platform. Review collected by and hosted on G2.com.

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

I am solving problems related to data analysis for the income that comes from my clients ,trying to understand how that can help my small organisation to link up well with potential and existing clients. Review collected by and hosted on G2.com.

TW

Tyler W.

Systems Administrator

Mid-Market (51-1000 emp.)

1/12/2022

"Very customizable, but an outdated back-end."

5/5

What do you like best about Sage CRM?

Sage CRM is easy to use out of the box and has plenty of customization features. Most of the customizations you make can be writte in SQL and JavaScript. It's made by Sage so it has some great integration features with the Sage ERP Products Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Integration with Sage 100 is pretty clunky, and it relies on a lot of Java libraries, including Tomcat which always likes to break. The interface could use an overhaul, but I think that would require significant changes in how the software was written. It's definetly a web 2.0 product. Review collected by and hosted on G2.com.

AG

Aakash G.

Project coordinator

Mid-Market (51-1000 emp.)

8/10/2022

"The Budget looks messy with too many commitment seen in the direct cost."

3/5

What do you like best about Sage CRM?

Having the ability of the invoices directly being linked to the budget Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

Doing any modification to the commitment in Procore is tricky since the changes first need to be in Sage Review collected by and hosted on G2.com.

RS

Ravi S.

Sr Sales Manager ; Ab Initio, Data Engineering, Data Governance-USA, UK

Mid-Market (51-1000 emp.)

6/15/2022

"Made to improve sales"

4/5

What do you like best about Sage CRM?

Sage CRM helps in tracking sales at each stage. It helps in setting priorities so one can best utilize his or her time and resources with the right potential and improve sales. Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

I think the mobile app can be improved and the user interface could be a litter better. Review collected by and hosted on G2.com.

AH

Verified User in Human Resources

Small-Business (50 or fewer emp.)

11/11/2022

"its good but could be better. UI/UX needs to be looked at and they are just basic looking"

4/5

What do you like best about Sage CRM?

it works always so features and core functions works Review collected by and hosted on G2.com.

What do you dislike about Sage CRM?

look and feel is very basic and needs continuous improvement Review collected by and hosted on G2.com.