3.5
Overall rating
Reviews

3.5
Overall rating
Reviews

About Sage CRM

Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications include integrated modules for sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise. Sage CRM can be used to track the performance of sales agents, forecast trends, schedule meetings and more. The dashboard gives visibility on the current sales deals and the reporting and analytic features help in forecasting sales performance and tracking new opportunities. The marketing tools help campaigners to plan and execute marketing and promotion campaigns. The solution is capable of managing campaigns across multiple channels. The built-in email marketing feature allows sending promotional messages and newsletters to the contacts. Additionally, it also supports integration with various third-party applications.
Sage CRM Software - Interactive dashboard
Sage CRM Software - Opportunities
Sage CRM Software - Solutions
Sage CRM Software - Workflow
Sage CRM Software - Company profile
Sage CRM Software - Sage CRM builder
Sage CRM Software - Interactive dashboard - thumbnail
Sage CRM Software - Opportunities - thumbnail
Sage CRM Software - Solutions - thumbnail
Sage CRM Software - Workflow - thumbnail
Sage CRM Software - Company profile - thumbnail
Sage CRM Software - Sage CRM builder - thumbnail

Sage CRM pricing

Sage CRM does not have a free version but does offer a free trial. Sage CRM paid version starts at US$45.00/month.

Starting Price:
US$45.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Sage CRM

Averox Business Management

Averox Business Management is designed to help businesses manage various back-office processes related to customer...

Sage Active

0
Sage Active is a user-friendly online accounting solution for small and medium businesses. It helps users Simplify...

Sage CRM Reviews

Feature rating

Value for Money
3.4
Functionality
3.5
Ease of Use
3.2
Customer Support
3.5
5 reviews of 67 View all reviews
Esther
Esther
  • Industry: Architecture & Planning
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
3
Customer Support
4

5
Reviewed on 19/10/2021

Sage is an excellent resource for account management

I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data

Pros

I liked the ease of updating accounts and billing clients.

Cons

I found the process complicated and not as user friendly as it could be to load a client account.

Dawn
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 4/1/2024

CRM - make it work for you

Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software

Pros

I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options

Cons

Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside

Verified Reviewer
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Features
3
Ease of Use
1
Customer Support
0

1
Reviewed on 14/3/2018

The Truth about a System - the heart of the business needs to actually use

Pros

I'm sure its a dream for administators - who get to pull data easily
(If the data is actually inputted is a different story)

Cons

I won't even discuss the look of the system (yet)
This system is most effective for people who have nothing else to do but (write) about what they should do.
Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done)
That in itself is the MOST counter productive frustration - i have ever had to deal with!

Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed

Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP! 96minutes of NOT making a sale - on 1 (one) recurring task

Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input

Built without user experience in mind!

Verified Reviewer
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
5

4
Reviewed on 24/8/2018

Sage Software

Overall I like the software but there are definitely areas where it could be improved.

Pros

I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

Cons

There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

Verified Reviewer
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
3
Ease of Use
2
Customer Support
2

4
Reviewed on 2/5/2019

Good CRM but not very user-friendly

It was a great learning for us that comparison of the software before purchasing is an important aspect.

Pros

The in-built business processes are good and very basic to deploy in the initial stages

Cons

Well a long list I have for this section:
1. Pathetic customer support
2. Less competent product knowledge to "customer support specialist"
3. Not user friendly software
4. Lot of technical backed problems

Alternatives Considered

Zoho CRM

Reasons for Switching to Sage CRM

No specific reason

Related categories