Sage CRM Reviews

“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.