Sage CRM Reviews

“Excellent reporting tools!

Pros

The reporting tools are absolutely first-rate, they've become indispensable for our team. We rely on them daily to dive deep into our key business operations, giving us the clear, detailed insights we need to make smart decisions and track our performance with precision

Cons

It feels a bit outdated to me compared to modern accounting software and training new team members on it can be challenging.

“constant performance updates

Pros

Sage CRM platform is simple to use and constantly gets updates that improve its performance.

Cons

I feel like having the ability to sync directly with Outlook would be a really helpful feature.

“An awkward interface that made management difficult

Pros

Nothing much to say here as I always preferred other CRM systems over SAGE and was really eager for our company to switch to a different platform.

Cons

The interface felt awkward and managing my contact database was difficult too. Also manually sorting clients into different tiers based on their engagement level just to target active contacts became a repetitive chore.

“Not a fan of Sage CRM

Pros

I appreciate being able to store software renewal information in the system and receive billing reminders for software renewals.

Cons

The product's usability and pricing are quite challenging.

“CRM - make it work for you

Pros

I really liked that our Systems Integration Team could tailor workflows to suit our CRM applications perfectly, displaying relevant data that mattered to us rather than generic 'out of the box' options.

Cons

Occasionally, workflows involve too many clicks, which is a minor issue that pales in comparison to its benefits.

“Good CRM software

Pros

It's convenient to access my customers and manage their details effortlessly.

Cons

The documentation provided lacks organization.

“Heplful for sales leads

Pros

One of the things I value about Sage CRM is the real-time transmission of customer data. The application is simple to use, providing reliable and accurate information along with excellent features.

Cons

Sage CRM performs admirably for my needs, and I haven't encountered any issues with it yet.

“Sage CRM does exactly what you need

Pros

Features like Record Management, Job Costing, and Purchase Orders are crucial for tracking individual jobs.

Cons

It takes time to grasp, but the investment is worthwhile. Just stick with it.

“SAGE CRM - The honest reveiw

Pros

Learning Sage CRM was easy; the more I use it, the more intuitive it becomes. It's a time-saver, crucial for effective sales management.

Cons

This program demands significant resources; basic computers struggle with it. A high-speed internet connection is essential to avoid frustration due to sluggishness.

“NOT user friendly!

Pros

There's nothing I like about this system; it's simply awful.

Cons

It's frustrating to use. The technical terminology is overwhelming for average employees, requiring IT expertise just to navigate basic functions.

“Sage CRM is Great

Pros

Sage CRM is a valuable tool for managing customer relationships in my business. Its feature set allows for perfect marketing campaigns and accessibility. However, logging into the software is not as easy as with some competitors, possibly due to its pricing.

Cons

I enjoy using this tool; it effortlessly meets my financial needs, enhancing my productivity on projects and with clients on UpWork.

“Sage is an excellent resource for account management

Pros

I liked how easy it was to update accounts and bill clients.

Cons

I found the client account loading process complicated and less intuitive than expected.

“Good experience with this CRM in its OnPrem version

Pros

The interface speed and ergonomic design of Sage CRM make it very pleasant to use from my perspective.

Cons

Some features require training and navigating an OnPrem solution connecting to a server.

“Sage CRM Review

Pros

The availability of a web portal without the need for upgrades is a definite plus.

Cons

Without offline accounting features, accessing data requires an internet connection.

“The powerhouse of small business accounting

Pros

Sage CRM has a solid reputation that spans its entire product timeline.

Cons

Each function incurs costs, complicating migration to other platforms due to subscription-based payments.

“Complicated

Pros

We primarily use Sage CRM for managing databases.

Cons

Developing necessary reports is complex and requires extensive support.

“Don't waste your money

Pros

Before Sage acquired Timberline, Master Builder, and Peachtree, each was a top-tier tool in its respective field.

Cons

Sage seems content to profit from existing assets without investing in development, losing its edge after 2010.

“SAGE CRM keep our whole business under one software

Pros

Sage CRM has been invaluable for our clients. It's one of the few affordable CRMs for SMEs that can encompass all business functions. The shared documents feature ensures access to necessary documents for everyone who needs them, while its accounting integration seamlessly ties into sales and supply chain operations.

Cons

Sage CRM can be troublesome with database issues; support usually resolves them quickly, but software stability is occasionally a concern.

“Too slow

Pros

I appreciate all the accounting features Sage provides; it consolidates all my accounting needs in one place.

Cons

Everything loads slowly, and the format isn't straightforward.

“Sage CRM

Pros

Being able to print customized reports detailing project specifics makes it easier to track expenses throughout projects. It integrates well with our accounting and sales teams.

Cons

I wish there were more customization options for report layouts and clearer search criteria for specific job numbers/projects.