8.4
Spot Score
Streamline communication and grow your business.
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Sage CRM offers custom pricing plan
Sage CRM consistently shines as a practical, reliable tool for managing customer relationships, sales pipelines, and marketing processes, making it particularly suitable for small to mid-sized businesses. The platform is praised for its ease of use, even for those new to CRM systems, and its customization capabilities, which allow users to tailor fields, ...Read more
Streamlines communication and collaboration by centralizing customer data, conversations, and updates, improving productivity.
Offers robust integration capabilities with Sage accounting software, ERP, Outlook, and other platforms for seamless workflows.
Highly customizable with flexible fields, screens, and reports, providing adaptability for specific business needs.
Intuitive and user-friendly, even for non-technical users; minimal learning curve for basic functionalities.
The user interface looks dated and lacks modern design, needing significant improvement.
Limited native features for advanced functionalities, often relying on third-party add-ons.
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Showing 111-120 out of 120
HG
Hrayr G
04/15/13
"Great for Support and Sales Tracking"
What do you like best about Sage CRM? 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. What do you dislike about Sage CRM? Some features don't work on Mac, most notably Mail Merge with Word. Presumably because Mac version of Word does not support this functionality. Recommendations to others considering Sage ...
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SE
Shane E
04/10/13
"Vice President"
What do you like best about Sage CRM? Ease of use, overall functionality, workflow options that are built in, strong marketing capabilties, great reports. I like that fact that it can be used as a hosted application and also a on-premise solution. What do you dislike about Sage CRM? needs more social media connections to the core product. Recommendations to others considering Sage CRM: Great CRM tool to better manage customer interactions and manage prospecting with potential new customers.
AU
Anonymous User
03/18/13
"No longer at job that used Sage CRM"
What do you like best about Sage CRM? Find function was fast. Summary screen showed most of what I needed to see in one convenient screen. I honestly don't have a lot of positive comments to say here, Sage CRM wasn't my program of choice. What do you dislike about Sage CRM? Reports were so hard to navigate. Pulling up a list and then the export to excel feature didn't work properly. No way to set up an opportunity pipeline with automated emails and tasks for repeated ...
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FO
Frank O
03/15/13
"Sage CRM review"
What do you like best about Sage CRM? Mobile use is very easy. The interface is intuitive and requires a short learning curve What do you dislike about Sage CRM? No Blackberry Z10 app. I have not found a decent Google map add on that works in the UK. Technical support and upgrades are expensive, Recommendations to others considering Sage CRM: Look for a package that encompasses CRM, order processing and inventory control, ensure full training is rolled out well in advance.
PI
Paul I
01/04/13
"Easy to use, great for the SME"
What do you like best about Sage CRM? Sage CRM is fantastically intuitive. It has a great user experience in the web client (of which you can take your pick). Unlike Microsoft Dynamics CRM, users are kept on the same tab/screen throughout. Some may say that this means they cannot flick between records, but personally I prefer this. The tablet/mobile experience is simple to set up and then use. Others are playing catch up here. Social Media integration is also excellent. What do you dislike ...
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PI
Paul I
01/04/13
"Easy to use, great for the SME"
What do you like best about Sage CRM? Sage CRM is fantastically intuitive. It has a great user experience in the web client (of which you can take your pick). Unlike Microsoft Dynamics CRM, users are kept on the same tab/screen throughout. Some may say that this means they cannot flick between records, but personally I prefer this. The tablet/mobile experience is simple to set up and then use. Others are playing catch up here. Social Media integration is also excellent. What do you dislike ...
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PB
Peter B
12/31/12
"Still a long way to go"
What do you like best about Sage CRM? I used SalesLogix years back and this software is light years ahead of the on-premise version. It runs fairly smooth and covers most of the basics that a CRM suite should offer. What do you dislike about Sage CRM? It still have a long way to go with the UI. The user interface needs a major overhaul and become a lot more user friendly before this tool starts to take off. Recommendations to others considering Sage CRM: I'm not saying that it's bad, but ...
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MF
Michael F
12/30/12
"Cloud version seems to be lacking"
What do you like best about Sage CRM? Appearance seems like a Microsoft product. Seems fairly easy to navigate. Appears to integrate well with other sage products (I don't have any). What do you dislike about Sage CRM? Cloud version is lacking interactive dashboards and some workflow capabilities. According to other posts, support is lacking outside of UK (I didn't have an occasion to try out support) Recommendations to others considering Sage CRM: Try out the trial version online. Don't ...
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TP
Tim P
12/20/12
"Integration with other Sage products the best feature"
What do you like best about Sage CRM? The product is affordable, and fairly seamlessly integrates with other Sage products, for example, their accounting system. There are various levels of the product that give you different price points and capabilities. What do you dislike about Sage CRM? In terms of a CRM Sage leaves something to be desired - there is a very large gap between the capabilities of the cloud vs on-premises versions. for the cloud version you miss out on interactive ...
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AU
Anonymous User
11/21/12
"ability to integrate"
What do you like best about Sage CRM? the independence and th possibility to integrate Sage CRM to all ERP systems, the easy to use interface where the user can build up his own menus etc. makes it very powerfull. What do you dislike about Sage CRM? the time for implementation could be more efficience if we had the right consultance form the start, but in all a very good software. Recommendations to others considering Sage CRM: Let you guide through an experienced consultance, and implement ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].