Sage CRM

Score8.9 out of 10

76 Reviews and Ratings

Community insights

TrustRadius Insights for Sage CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Seamless Integration with Third-Party Reporting Tools: Users have consistently praised the seamless integration of Sage CRM with third-party reporting tools, particularly noting the ease of use with SQL as the back-end system. This feature has been highlighted for streamlining data management processes and enhancing overall efficiency in generating insightful reports.

Real-Time Reporting Capabilities: Many reviewers have emphasized the real-time reporting features of Sage CRM, citing its effectiveness in tracking leads and enhancing team performance monitoring. The ability to access up-to-date information instantaneously has proven valuable for making informed decisions promptly and staying ahead in a competitive business environment.

Cloud-Based Accessibility: Customers appreciate the cloud-based accessibility offered by Sage CRM, enabling them to work from any location globally and boosting overall productivity levels. The flexibility provided by this feature allows teams to collaborate seamlessly, ensuring that critical customer data is accessible whenever needed, thereby improving workflow efficiency.

Reviews

28 Reviews

I like the focus on keeping good accounting records at all times

Rating: 10 out of 10

April 5, 2022

Use Cases and Deployment Scope

I like the focus on keeping good accounting records at all times. Some systems have a flow of posts to the general ledger without being properly configured or reviewed. GP handles most of the basic functions such as human resource management, payroll, and distribution. has also made great improvements in the update process

Pros

The system uses SQL as a back-end
so using third-party reporting tools is a snap. Payroll, accounts payable

Cons

has cleaned up much of the double data entry you had to do when using a system
offers a wealth of features such as reporting and analysis that serve as forecasting tools and to control

Likelihood to Recommend

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

Francisco Martinez

Ecommerce Manager in Marketing at GANEM (51-200 employees)

Vetted Review

2 years of experience

View profile

An amazing product for managing sales processes

Rating: 9 out of 10

Incentivized

March 22, 2022

Use Cases and Deployment Scope

We are using Sage CRM from last 3 years. Before this we were storing all data on our inbuilt CRM hosted on locally based servers. By using Sage CRM we can now build strong customer relationships. We have increased the productivity of the sales, marketing, and customer team. We can reduce costs by using it and can have a complete view of customers. It is easy to use and quick to implement. The best part is that it is very user friendly and reports about team can be generated easily.

Pros

Reporting - We can now generate real time reports of the leads. Plus we can also have a look at our team performance easily.
Access - Sage CRM can be accessed from anywhere in the world since it is based on cloud.
Productivity - Productivity has really increased since we started using the CRM.
Sales & Marketing teams now work together since all have access to the data using the CRM.

Cons

Support - Support is really slow and sometimes it takes days to resolve a query
Updates - Updates needs to be more frequent. Software and security upgrades needs to be more frequent.
Training - The product is user friendly but Sage team should conduct trainings for new features every 6 months.

Likelihood to Recommend

Couple of scenarios where Sage worked really well for us. Earlier we used to have servers locally based and we were have accessibility issues when employee travels to another locations. Plus the software used to lag a bit. Both of these issues were resolved by using Sage CRM. Secondly it was really difficult to train a new team member on using the old CRM. This is very user friendly and the dashboards are in such a way that a new person can also use it very easily.

Verified User

Manager in Sales (501-1000 employees)

Vetted Review

3 years of experience

My Experience about Sage CRM

Rating: 9 out of 10

Incentivized

March 22, 2022

Use Cases and Deployment Scope

Sage CRM is simple and easy to use. We have been using it for many years and it performs outstandingly. Sage CRM provides a tutorial as well as a real-time feedback tool for easy understanding of the CRM. As a CRM user, I really like that it synchronizes with other platforms like MailChimp very easily. Inbound leads and outbound leads can both be managed without duplication and this tool gives the scores to each lead according to their performance which is pre-defined, which is useful for our sales team.

Pros

The best aspect of Sage CRM that I like is how well it integrates with other platforms, saving me a tremendous amount of time. With Sage CRM, I can maximize the use of this platform, which is my favorite aspect.
Detailed reports can be achieved to make it easier to analyze and analyze later on.
The product uses artificial intelligence to analyze and predict customer behavior and take important business decisions in order to better target them.

Cons

Its basic version does not support mobile devices, and for its basic version it stores data on third-party cloud, which is usually public or hybrid cloud, which can pose security concerns. It is also quite a heavy app, and its basic version isn't available on mobile.
The user interface of the CRM product could be much better when compared to its competitors. Modules like the export feature in the billing module should be expanded to import robust Excel files to make them even more useful.

Likelihood to Recommend

I can recommend this for any organization that wants a good CRM solution this is a perfect one.

Verified User

Manager in Information Technology (201-500 employees)

Vetted Review

2 years of experience

Improving our sales with Sage CRM

Rating: 9 out of 10

Incentivized

March 21, 2022

Use Cases and Deployment Scope

This is a very complete software that helped us to improve sales, because we were able to carry out marketing campaigns more effectively, thanks to a good segmentation of customers, and we were able to launch it not only by email, but also through our social networks, capturing more customers.

Pros

It has the integration to different social networks such as Twitter, Facebook and LinkedIn, helping us to find potential customers in different digital media.
It allows us to store a large database of all our potential customers and current customers and shows a history of the relationship with the customer, to improve the commercial treatment towards them.
It has a mobile application that I can access at any time and I can attend my clients no matter if I am out of the office.

Cons

It is a pretty good and useful software, as long as it works together with integrations with other accounting and email software, but it would be ideal if they already come with those functions.
The fact that each module or function has an additional cost, greatly limits its use.
It is quite heavy to load each requested information and to open the tools and functions.

Likelihood to Recommend

This is a software that thanks to its integrations with other applications, makes it a very complete CRM for all departments. What sets it apart from the rest is that it has a very easy to use interface and everyone adapts easily to it, which generates that tasks and activities are executed more efficiently. Very good software and highly recommended.

America Castañeda

Division Sales and Marketing Manager in Marketing at American Residential Services (5001-10,000 employees)

Vetted Review

1 year of experience

View profile

Sage, its 100% worth a try!

Rating: 8 out of 10

Incentivized

March 16, 2022

Use Cases and Deployment Scope

We have used Sage CRM before in the past which was very effective in regards to keeping our client interactions current as well as allowing us to all know what the last engagement was with the client internally.

Pros

When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.

Cons

Sage doesn't have the best backend when it comes to communicating within the platform, our goal would be to solely work in the crm and not utilize as many plugins.

Likelihood to Recommend

Our company is 100% remote so onboarding remote employees has been fairly easy as the CRM is very intuitive. I can easily log into Sage CRM and see my team members activities, know where they have left off with clients and in turn where I should pick the conversation up with the client. Overall the experience has been great however the expense ( monthly packages ) were over our budget.

Jeffrey Wallace

Real Estate Investor in Sales at Sacred Heart Real Estate (1-10 employees)

Vetted Review

1 year of experience

View profile

Good customization, Excellent integration with Sage 100

Rating: 7 out of 10

Incentivized

March 15, 2022

Use Cases and Deployment Scope

We were having trouble keeping a centralized database of customer information. Our previous CRM solution no longer had support for our operating system and we started looking for a new one. We needed a way to store documents, sync orders with our ERP system, record communications, and create dashboards for our salespeople and managers.

Pros

Integrates tightly with Sage 100 ERP.
Easily customizable, most of the UI is javascript and PHP.
Is a multi platform being a web based CRM.

Cons

Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Likelihood to Recommend

A sales department that needs access to update customer information quickly and easily, without entering the ERP system, where other customer info could be inadvertently changed. A manager who wants to see dashboards of their salespeople, an overall view of sales performance using KPI that are specified by an administrator or the manager themselves. A marketing director who wants access to the customer base to send out mailings, or e-mails. They would have the ability to create exports based on certain filters like location, revenue, industry, etc.

Verified User

Engineer in Information Technology (201-500 employees)

Vetted Review

6 years of experience

Green Sage wins the page

Rating: 10 out of 10

Incentivized

March 15, 2022

Use Cases and Deployment Scope

Sage is the platform we use to process invoices throughout the company. We have over 40 schools and Sage makes it effortless to approve pending invoices.

Pros

User friendly.
Accessible anywhere.
Versatile among many locations.

Likelihood to Recommend

I was out of the office and got an email reminder to approve pending invoices, so I jumped on from my phone and was able to approve with ease!

Julie Smith

Executive Center Director at Big Blue Marble Academy (501-1000 employees)

Vetted Review

1 year of experience

View profile

Improved sales returns and customer expansion with Sage CRM

Rating: 10 out of 10

February 23, 2021

Use Cases and Deployment Scope

We use Sage CRM across our entire organization. In sales department it assist us in opportunities and lead management.

In our accounting department we use it in collections or receivables tracking not to mention how easy it makes it for us in turning quotes to invoices easily accommodating the tax element.

In customer service they use the software in logging and tracking customer related issues.

The marketing department also uses the software to maintain our clients database.

Pros

Workflow. CRM has assisted us in ensuring workflow around our key business processes.
Reporting and dashboard. CRM has great reporting and dashboard capabilities that allow you to visualize key business performance parameters efficiently and quickly.
Integration with other software. CRM integrates well with other sales and accounting applications which ensures the ability to store data in one place.
Integration to accounts and sales departments.
The software allows sales and accounts department to exchange data with ease making people in sales view accounts data and vice versa.

Cons

Improve on screen interface, currently there is so much screening.
There is great integration with other cloud versions, but tool for improvement is still there.

Likelihood to Recommend

Sage CRM is well suited for organizations already using other Sage products.
For us, CRM has been a good software to use but I always recommend you ask [about] the ability to integrate with other softwares being used in your organization.
The product is easy to use and easy to install. The product is good for medium sized companies.

Brittany Powells

Senior Account Supervisor in Finance and Accounting at Aliance data.com (1001-5000 employees)

Vetted Review

2 years of experience

Improved sales performance with Sage CRM

Rating: 9 out of 10

Incentivized

December 5, 2017

Use Cases and Deployment Scope

Sage CRM is used across our entire organization. We use it for opportunity and lead management in our sales department. We use it for collections tracking in our accounting department, scheduling across the organization but primarily for our service delivery department, we also have modified CRM to assist with Project Management in our service delivery department. We also use Sage CRM in our support/customer care department for logging and tracking of issues/cases. Our marketing department uses it for the creation of lists and the maintenance of our customer database.

Pros

Integration to our accounting system allowing sales to view accounting info and accounting to view sales info.
Integration to other applications. We have been able to integrate CRM to our marketing and support apps to create a 360 view of information about our customers in one place.
Workflow. CRM has allowed us to create workflow around our key business processes.
Reporting and Dashboards. CRM has great reporting and dashboard capabilities giving us visibility into performance quickly and efficiently.

Cons

Interface is getting better but some areas need improvement still. Needs to be modernized.
Better integration to other applications from the cloud version.
Screen size could improve, sometimes need to scroll a bit much.

Likelihood to Recommend

Sage CRM is very well suited to organizations using Sage accounting products like Sage 300C and Sage X3. There are many industries like NFPs that have vertical products for Donor management and fundraising. Sage CRM can be modified to accommodate these requirements but there are industry vertical solutions that are great out of the box.

Glen Mund

Executive Account Manager in Finance and Accounting at BAASS Business Solutions (51-200 employees)

Vetted Review

15 years of experience

View profile

CRM needs work in a support call logging use

Rating: 1 out of 10

Incentivized

October 15, 2015

Use Cases and Deployment Scope

I use Sage CRM for support call logging at CBS Inc. and I find it to be slow at times and inaccurate when using the insert note function. Sometimes it will log me out at random. Sage CRM is not very stable when [I am] using it for fast paced support call logging.

Pros

Integration into accounting
Custom workflow
Custom dashboards

Cons

Integration into Confluence
Integration into HipChat
Statistic reporting

Likelihood to Recommend

Sage CRM is well suited for sales leads but not as well suited for a support call logging.

Anthony Reyes

Support Analyst in Professional Services at Custom Business Solutions (51-200 employees)

Vetted Review

6 years of experience

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Good customization, Excellent integration with Sage 100

Rating: 7 out of 10

Incentivized

March 15, 2022

Use Cases and Deployment Scope

Pros

Integrates tightly with Sage 100 ERP.
Easily customizable, most of the UI is javascript and PHP.
Is a multi platform being a web based CRM.

Cons

Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Likelihood to Recommend

Verified User

Engineer in Information Technology (201-500 employees)

Vetted Review

6 years of experience