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 61-70 out of 120
JB
Jonathan B
10/19/18
"Great Sales Tool"
What do you like best about Sage CRM? Great sales and leads tool along with email intergration for tracking along with an area to manage Support for our products and track requests/issues. What do you dislike about Sage CRM? Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet Explorer. Also could be a bit more customizable for a Help Desk Support enviorment and reporting. What problems is Sage CRM solving and how is that benefiting ...
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AU
Anonymous User
08/01/18
"Not a Friendly Program"
What do you like best about Sage CRM? The linkage between CRM and Accpac is it's best feature. What do you dislike about Sage CRM? The program was not intuitive and was prone to glitches and errors. Groups were a nightmare; it was extremely difficult to delete records and find the records you wanted to add. What problems is Sage CRM solving and how is that benefiting you? Can store files attached to certain contacts.
AU
Anonymous User
04/18/18
"Sage CRM - Many uses and benefits!"
What do you like best about Sage CRM? Sage CRM is easily customizable to suit any individual company's needs. Since we also use Sage 100c (version 2017) we enjoy a nearly seamless integration. I primarily use Sage CRM as a project and case tracking system as I work as support for our clients who use Sage 100 and other Sage products. What do you dislike about Sage CRM? Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet ...
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AU
Anonymous User
04/03/18
"A bit temperamental"
What do you like best about Sage CRM? The strength of Sage is that it's quite customisable. We were able to adapt it to our business needs fairly easily. Once set-up the reports are easy to dowload and get (financial reports like sales done in the month), it is also easy to keep track of your pipeline. The support is great, they've always been super fast at getting back to me, faultless servive here. What do you dislike about Sage CRM? Overall, I'd say this software is temperamental, and a ...
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AU
Anonymous User
01/22/18
"Sage CRM"
What do you like best about Sage CRM? Keeps all contacts and communications in one place What do you dislike about Sage CRM? Integration with ACT or other 3rd party CRMs What problems is Sage CRM solving and how is that benefiting you? Used for tracking new sales in pipeline and tracking corespondents
AU
Anonymous User
01/22/18
"Sage CRM"
What do you like best about Sage CRM? Keeps all contacts and communications in one place What do you dislike about Sage CRM? Integration with ACT or other 3rd party CRMs What problems is Sage CRM solving and how is that benefiting you? Used for tracking new sales in pipeline and tracking corespondents
AU
Anonymous User
01/14/18
"Used sage 100 and 300. 300 is good from all other, price is high but its worth it"
What do you like best about Sage CRM? Its complicate but i like its availability and reliability. What do you dislike about Sage CRM? Price is high. And we cannot upgrade to 300c version. Recommendations to others considering Sage CRM: Not much What problems is Sage CRM solving and how is that benefiting you? Its has lot of features
R
Richard
12/29/17
Helps with presentation of data
PROS: I can do just about anything while on the system. I am able to create different customer groups on the software and customize them to my liking, were different group levels can be merged into one. With such capability, you can change how the groups or layout of those groups look like with just a few steps. On top of that, it is possible to export data into excel for analysis and presentation. This feature is ideal when you want to have a closer look at a particular report or when you ...
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AU
Anonymous User
12/21/17
"New user - first impressions very functional. Not pretty."
What do you like best about Sage CRM? Data analyse that's possible and linking with Sage200 and other systems. What do you dislike about Sage CRM? It's appearance, and the 'cloud' version is not true cloud. Recommendations to others considering Sage CRM: Really get under the skin of it first, find out exactly what you need your CRM to do, where you want to access it, and how you want to access it. What problems is Sage CRM solving and how is that benefiting you? Sales lifecycle, forecasting ...
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AU
Anonymous User
12/21/17
"New user - first impressions very functional. Not pretty."
What do you like best about Sage CRM? Data analyse that's possible and linking with Sage200 and other systems. What do you dislike about Sage CRM? It's appearance, and the 'cloud' version is not true cloud. Recommendations to others considering Sage CRM: Really get under the skin of it first, find out exactly what you need your CRM to do, where you want to access it, and how you want to access it. What problems is Sage CRM solving and how is that benefiting you? Sales lifecycle, forecasting ...
Read more
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].