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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VP
Veronica P
08/13/20
"Contacts centralizing and project pipelines distribution tool."
What do you like best about Sage CRM? The platforms has two choices for the user to decide if to work with the On-Premises the Hosted platform. Sage CRM allows customization on its different functions so that the user can be fully satisfied by the tool performances. Easy creating change proposals and the management ability for simple leads and prospects management and it also offer the easy access to different organization information. Sage CRM enables turning of an Opportunity to a Quote, ...
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HV
Hector V
07/07/20
"The original salesperson’s CRM"
What do you like best about Sage CRM? Easy, simple, and convenient access to all your leads and contacts What do you dislike about Sage CRM? The user interface looks a little dated and lags Recommendations to others considering Sage CRM: Do a total refresh of the entire core, make it easier and simple to run from a mobile app. What problems is Sage CRM solving and how is that benefiting you? Simple way to manage the sales pipeline and opportunities
AS
Adele S
06/16/20
"Helpful CRM tool!"
What do you like best about Sage CRM? Sage CRM offers a full set of features such as case management, marketing campaigns and marketing process workflows. I can send mails, individually or in mass, via Sage. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. What do you dislike about Sage CRM? It needs to be able to upload csv files. Sage CRM doesn't have the extensive app store that other CRM products have. What problems is Sage CRM ...
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CO
Cade O
04/14/20
"Sage CRM provides great tools for customers and market upgrading programme."
What do you like best about Sage CRM? If a person is looking for a budget and finance planner along with marketing manager, this software is by all means ready to go. It has different kind of widgets for work related products like dealings with leads and their whole background knowledge alongwith projects that are ongoing and also that are done. It also tells us about the weekly performance regarding company and every team member and keep tracks offline and online. What do you dislike about ...
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CH
Christian H
04/05/20
"It is a huge CRM support for sales managers and sales people to organize all activities on one board"
What do you like best about Sage CRM? Sage CRM is a full-managed sales software which helps us to manage our sales leads because it has the potential to automatically creates a new contacts of sales leads and then our sales selling process is so fast. The sage CRM charts have good sales management and that’s why all of our salesforce activities are fully functioning. We can assign CRM tasks by creating the sales and marketing activities and tasks. What do you dislike about Sage CRM? Sage ...
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AU
Anonymous User
04/04/20
"I use Sage CRM in my daily work."
What do you like best about Sage CRM? The advantages of working in Sage CRM are that when selecting a contractor, you can easily enter information about each contractor in the system, i.e. making offers, cold calls, offer reminders, overdue calls, etc. I highly recommend! What do you dislike about Sage CRM? Some types of documents cannot be generated. Without this I have no objections to this program. Recommendations to others considering Sage CRM: I don't have any advices to others. What ...
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CK
Curtis K
04/02/20
"Sage CRM Review"
What do you like best about Sage CRM? Tight integration with Sage 300. Browser based interface and mobile support. Integration with Outlook. What do you dislike about Sage CRM? Interface is a little outdated............ What problems is Sage CRM solving and how is that benefiting you? Calendar sharing to see your team's availability. Forecasting and sales pipeline management for projection visibility. Ability to log email communication. Case management support. Has mobile device support.
AU
Anonymous User
03/05/20
"Sage CRM can be a useful tool if implemented properly"
What do you like best about Sage CRM? The flexibility that is afforded by customizing as we see fit to meet our needs. What do you dislike about Sage CRM? That flexibility comes at a price in the way of consultant hours to help us develop it. Out of the box, Sage is a decent CRM, but to really take advantage of it's power, you need to be able to invest in development hours to customize it to fit the organization's needs. Unless you have a development team on staff that can be used to help ...
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GK
Giorgia K
01/09/20
"The best ally for your company."
What do you like best about Sage CRM? It's very easy to use, extremely flexible and customized very easily. The generated reports are very thorough. The details may be exported to Excel. Allow customers to self-serve for customer service matters Aware of the cost-effectiveness of marketing campaigns Strengthen customer relations. What do you dislike about Sage CRM? Depending on the web browser you are using it works better or worse. Sometimes the search function causes mistakes. When you ...
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SH
Sophie H
11/20/19
"Excelente plataforma CRM."
What do you like best about Sage CRM? It's easy to use and I like that if you don't have a canned file, you can sign in with Microsoft Access and get any details you want from it. What do you dislike about Sage CRM? There is nothing I do not like, since its implementation we have not had failures. Recommendations to others considering Sage CRM: This software offers functionality and is very easy to implement and use, I recommend it. What problems is Sage CRM solving and how is that ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].