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It feels a bit outdated to me compared to modern accounting software and training new team members on it can be challenging.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

“The program works well

Pros

Navigating Sage CRM and accessing personal information across different screens is straightforward. I appreciate its simplicity.

Cons

The visible portion lacks substance, often displaying inaccurate information upon login.

“Sage CRM

Pros

We're currently in the selection phase, but the features we've seen so far seem well-suited to our business needs.

Cons

Implementing it in a timely manner is beyond our skill set.

“CRM Helps Track & Access Information

Pros

CRM customization and its ability to provide company-wide information access are very helpful.

Cons

We've encountered issues with data disappearing, although Sage claims this isn't a widespread problem, possibly due to our cloud uploads.

“Good CRM but not very user-friendly

Pros

The pre-installed business procedures prove highly efficient and easyto implement, especially in the early phases of adoption.

Cons

I've encountered several issues: poor customer support, inadequate product knowledge among support staff, non-user-friendly software, and numerous technical glitches.

“User friendly

Pros

Finding information within Sage CRM is very intuitive; everything is well-organized.

Cons

Creating reports often proves time-consuming, largely attributable to the substantial volume of data housed within our CRM system.

“Great Idea, tough to use

Pros

Progressing logically from one step to the next in Sage CRM makes perfect sense.

Cons

Everything takes ages to load, especially with multiple users; VPN access is unreliable.

“Complex for my Small Business

Pros

The organization of client information and project tracking within Sage CRM is excellent. With its numerous functions and features, it's ideal for businesses with multiple employees and branches, facilitating management of projects, inventory, sales, and tax reports.

Cons

Integrating it with our service business was overwhelming; setup was lengthy, especially for tracking invoices, sales, and online payments. We faced challenges with payment processing and couldn't fully utilize its features for productivity.

“Sage CRM

Pros

The interface of Sage CRM is designed to be intuitive and user-friendly, featuring a simple and accessible layout that facilitates ease of use.

Cons

Real-time synchronization with Sage 200 is difficult to configure.

“Good for Small Business

Pros

I like that Sage CRM offers a relatively intuitive interface and comes at a competitive price point. However, it faces stiff competition from similar solutions in the market.

Cons

I find Sage has its strengths for smaller businesses but as you grow, it can be outpaced by competitors.

“We wouldn't trade Sage for anything!

Pros

Every feature Sage provides is a strong advantage. Our entire operation, from AP and AR to Contract Management, Insurance Compliance, and Project Management, relies heavily on Sage. Without it, we'd be completely lost.

Cons

While it adds to usability, the interface looks very outdated, though it functions well otherwise. The design elements like colors and tables appear quite antiquated.

“Good Product for Customer Management

Pros

Sage helps us effectively manage our customers and provides clear guidance on our next steps.

Cons

Implementing it was a challenge due to difficulties with the support team.

“Easily Customizable CRM

Pros

The greatest strength of this CRM is its extensive customization options. However, this flexibility can also be a drawback since it may not meet all our needs out of the box.

Cons

Adding more addons slows down the system significantly. Although there are many consultants available, it might not be suitable for small companies operating like larger ones.

“Basic Sales Book Organization

Pros

It excels in organizing sales contacts far better than Microsoft Excel. I particularly appreciate the shared documents feature, which allows our company to distribute important, up-to-date documents across branches.

Cons

It doesn't always function correctly and switching between pages should be more straightforward.

“Not worth the cost

Pros

It's a web-based service, offering access to our database from any internet connection. We can track potential customers and contacts without integrating data into our Accounting software.

Cons

Importing data efficiently at the beginning is tough, and the monthly cost for stored information is high. It lacks additional value beyond a specialized database file, which could have been created in-house using Access.

“Robust but needs training

Pros

I can track a customer's lifecycle at any point, and the CRM offers numerous tools for customization.

Cons

Each update requires training, and the learning curve is steep. Integrating with other apps or software can be costly.

“Easy to use

Pros

Compared to other software I've used, the learning curve with Sage CRM was shorter. Setting up workflows was straightforward.

Cons

Getting up and running is quick, but becoming proficient requires extensive training due to the high level of customization.

“Sage Software

Pros

I've been using Sage for nearly 25 years, from its DOS to Windows iterations. It's excellent for construction companies, managing everything from AP to GL to JC and PR. It's user-friendly, and I appreciate its integration with Microsoft Access for customizable reporting.

Cons

There are areas like billing that need improvement. The contracts module doesn't subtotal or allow for separate change orders, necessitating the use of Excel alongside Sage for billing.

“Industry Standard so everyone uses it

Pros

The ability to create change proposals and track costs through change orders is invaluable for linking everything together.

Cons

The program lacks "smart" technology, it doesn't remember previously entered information, which can be frustrating.

“I have used, repaired, and upgraded to new versions of ACT for about 20+ years.

Pros

It saves automatically, sends follow-up reminders, supports customizable fields, generates detailed reports with extensive search options, and allows quick list ordering based on various criteria, all while integrated with email.

Cons

Compatibility issues arise with newer Windows versions, affecting mail, backup, and report availability as the product ages. Support for older ACT versions is limited and expensive.

“Essential in the construction world

Pros

From my experience, Sage is widely used in the business and construction sectors, making it essential for professionals in these fields.

Cons

It can be slow at times, but I've noticed improvements in performance with upgrades over time.

“This platform allows you to know your business more, understand your customers, and grow your Busine

Pros

Sage can capture web form data for later reference. Its strength lies in effortlessly converting opportunities into quotes and sales orders, which is extremely beneficial for field-based sales professionals.

Cons

Sage CRM lacks the integration features found in other CRM solutions. The absence of social CRM and social media tools can hinder engagement on social networks and other online channels.

“The product works well.

Pros

The customizable layout facilitates easy management of client and prospect data. It's great for leaving comprehensive notes that the entire sales team can review and understand.

Cons

Continuous functionality issues, such as database errors, can be a nightmare. Sometimes the software fails to launch correctly, requiring database restoration.

“Sage CRM's newest version s a refreshing improvement over the older UI

Pros

Sage CRM is a fully customizable client relationship management suite with versatile data storage options across different tables. Whether on-premises or hosted, it offers control over data storage locations. The 2018 interface provides a significant upgrade over older CRM layouts, revitalizing the Sage experience.

Cons

Due to its age and various modules, the architecture can be quite complex. Sage CRM lacks the robust partner community seen in more intuitive CRMs in the SaaS market.

“Limited CRM system that needs improvements

Pros

It serves excellently as a client database, with a clear online portal and dedicated customer service representatives assigned to each account.

Cons

Compared to other CRM systems, it's not as up to date. Data input is time-consuming and not easy, and the overall system is expensive.

“It hasn't gone well

Pros

Syncing contacts between CRE300, Outlook, and (formerly) Sage ACT is highly flexible, accommodating our specific needs.

Cons

Implementing this software has not gone well for us. Its flexibility sometimes makes simple decisions on workflow and content overly complex.

“The Truth about a System - the heart of the business needs to actually use

Pros

It's likely a dream for administrators who need to extract data easily, although ensuring data input remains consistent is another story.

Cons

The system isn't user-friendly, especially with its outdated interface. It's cumbersome to create tasks for clients, requiring significant time for each entry. Integration with Outlook is limited to calendar appointments, which is a major drawback.

“It's Achilles heel is the very reason it doesn't work. Too many choices, too many options and none of the VARs and IT Contractors understand what changing information/data at one level affects the overall database.

Pros

Flexible and feature-rich, Sage is relatively easy to install, although initial setup might require collaboration with contractors to resolve any issues.

Cons

It offers flexibility with many options and is easy to install, but support from Sage and contractors may be needed for fixes.

“Terrific sales funnel management , single database for all leads and sales

Pros

What impressed me most was its ability to manage leads and prospects throughout the entire sales funnel. Tracking various stages within a single, intuitive software significantly simplified both my and my colleagues' work.

Cons

It's a bit pricey and has a slight learning curve, which made training our sales staff a challenge.

“SAGE moves slow

Pros

Its native integration seamlessly couples CRM sales data with marketing insights gathered from third-party sources, streamlining contact management.

Cons

The licensing costs are high, and it doesn't always sync well with other Sage software, sometimes requiring restarts during use.

“Just a pain in the butt

Pros

It performs well if you're willing to invest the time. While we've used it for years, we're now transitioning to Salesforce.

Cons

Licensing is expensive, and it doesn't always sync smoothly with Sage software, leading to frequent service restarts.