Sage CRM

Sage CRM

Web-based CRM for small and medium businesses

3.4/5 (49 reviews)

Sage CRM Overview

SALES OPPORTUNITIES
Sage CRM directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and up-selling opportunities. With instant access to pipelines, calendars, sales reports, contacts, and much more, your sales people are freed up to focus all their efforts on selling. Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.

CUSTOMER SERVICE
From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly. Sage CRM gives you the tools you need to provide high quality customer care and maintain satisfied customers, and helps you to make every customer interaction informative, effective, and profitable.

TARGET THE RIGHT PEOPLE
It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources. Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

English

Sage CRM Reviews

Overall rating
3.4/5
57% positive reviews
12
Excellent
16
Very good
9
Average
6
Poor
6
Terrible
Robert M.

Honest CRM Review

Used Daily for 2+ years
Reviewed on 2016/10/20
Review Source: Capterra

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.

Pros

Professional look of items printed and organizational capabilities

Cons

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Verified Reviewer

Sage Software

Used Daily for 2+ years
Reviewed on 2018/08/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Verified Reviewer

Good CRM but not very user-friendly

Used Daily for 1+ year
Reviewed on 2019/05/02
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

4.0/10
Marisela E.

Complex for my Small Business

Used Other for 2+ years
Reviewed on 2019/04/14
Review Source: Capterra

Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business.

Pros

The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

Cons

I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

4.0/10
Leon B.

The product works well.

Used Daily for 2+ years
Reviewed on 2018/04/19
Review Source: Capterra

It is a great software for keeping accurate notes and communication regarding clients. I have personally been tracking 100's of clients for 7 years inside this system.

Pros

The customization of the layout allows for easily managed client data and prospective clients. It is great for leaving notes for the whole sales staff to review and understand what was discussed.

Cons

The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare. The software wont launch correct. The database gets corrupted and needs to be restored.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10

Sage CRM Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Sage CRM Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Sage CRM

Key features of Sage CRM

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Benefits

- Make most of sales opportunities
- Deliver excellent customer service
- Identify and target the right people

Sage CRM FAQs

Below are some frequently asked questions for Sage CRM.

Q. What type of pricing plans does Sage CRM offer?

Sage CRM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Sage CRM?

Sage CRM offers the following features:

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Q. Who are the typical users of Sage CRM?

Sage CRM has the following typical customers:

Freelancers, Small Business

Q. What languages does Sage CRM support?

Sage CRM supports the following languages:

English

Q. What type of pricing plans does Sage CRM offer?

Sage CRM has the following pricing plans:

Subscription

Q. Does Sage CRM support mobile devices?

Sage CRM supports the following devices:

iPhone

Q. What other apps does Sage CRM integrate with?

Sage CRM integrates with the following applications:

CloudCall, Esker, Evolve IP Phone System, FileHold, Gem Accounts, Handshake, Handshake Direct, Odyssee Sales, Procore, Salesfusion

Q. What level of support does Sage CRM offer?

We do not have any information about what support options Sage CRM has