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Sage CRM Review

Sage CRM
Our score: 8.3 User satisfaction: N/A%

What is Sage CRM?

Sage CRM is a robust, comprehensive customer relationship management platform that provides your business with insights that drive your enterprise forward. This platform allows you to know your business more, understand your customers, and grow your enterprise. Sage CRM enables you to discover business insights that help you make smart decisions and steer your business to success.

With Sage CRM, your marketing campaigns are precise and more targeted reaching the right people at the most opportune time. You will know which deals offer the most profitability and how you can stay ahead of the competition. Sage CRM helps you deliver a world-class experience for your customer at every contact point, ultimately leading to stronger, valuable, and fruitful customer relationships.

Overview of Sage CRM Benefits

Sage CRM provides business with an integrated CRM platform designed to help you attain reliable and highly actionable insights to help you know your business more. The software gives you critical data that makes you aware where your business stands and come to smart business decisions that are confident and comfortable about.

The more you know and understand your customers, you become more aware of what makes them convert and perform your desired actions. Such crucial insights help you devise and implement effective marketing and sales strategies fused with exceptional customer experience, resulting in enhanced customer retention and drive revenue growth.

Creating and executing effective marketing campaigns become a breeze because you have a wealth of sales information as well as accurate customer information. This you can target the right people with your marketing campaigns, resulting in better reception and conversion.

Sage CRM comes with an extensive set of collaboration tools so users can perform their tasks together and across different teams and departments. This prevents work from being duplicated and empowers teams to become more productive and efficient.

With Sage CRM, you have the solution to help you get ahead of the competition and remain ahead. Full visibility and control of your customer lifecycle ensure that you deliver excellent and positive customer experience at every contact point. Your sales and marketing campaigns are based on valuable, precise, and actionable insights, which means a better return on your marketing budget.

Overview of Sage CRM Features

  • CRM/Marketing Automation
  • Customer Care
  • Salesforce Automation
  • Project Management
  • Budgeting, Planning, & Forecasting
  • Social CRM

Sage CRM Position In Our Categories

Since companies have distinctive business demands, it is practical that they steer clear of picking an all-in-one, ”best” solution. Be that as it may, it would be futile to try to find such an app even among widely used software products.
The practicable step to undertake can be to tabulate the several key factors that require consideration including essential features, budget, skill levels of staff members, business size, etc. Thereafter, you must double down on your product research to a full extent. Have a look at some Sage CRM review articles and explore each of the software options in your list more closely. Such comprehensive product investigation can make sure you weed out ill-fitting applications and select the one that delivers all the tools you require business requires for optimal results.

Position of Sage CRM in our main categories:

TOP 200

Sage CRM is one of the top 200 CRM Software products

If you are considering Sage CRM it might also be beneficial to investigate other subcategories of CRM Software gathered in our base of B2B software reviews.

It is essential to note that almost no service in the CRM Software category is going to be an ideal solution able to fulfill all the goals of various business types, sizes and industries. It may be a good idea to read a few Sage CRM CRM Software reviews first as specific services can excel exclusively in a very narrow set of applications or be designed with a really specific industry in mind. Others may function with an intention of being simple and intuitive and therefore lack complex functions desired by more experienced users. You can also come across software that cater to a large group of users and give you a powerful feature set, however this in most cases comes at a more significant cost of such a solution. Make sure you're aware of your needs so that you pick a software that offers exactly the functionalities you search for.

How Much Does Sage CRM Cost?

Sage CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Sage CRM’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for a quote tailored specifically to meet the needs of your business.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Sage CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Sage CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Dutch

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Sage CRM Comparisons

Sage CRM user reviews

Highly customizable

Read full review >
Joseph
3/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 09.09.2018 Company Size: More than 100 Employees Industry: Media Production

Supports both mobile and desktop platforms

Read full review >
Harold
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

Increases production

Read full review >
Benny
3/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 18.08.2018 Company Size: More than 100 Employees Industry: Oil & Energy

Helps in managing sales information and leads

Read full review >
Sophie
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.03.2018 Company Size: More than 100 Employees Industry: Computer Software

Improves service delivery to clients

Read full review >
Dianne
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.02.2018 Company Size: 1-10 Employees Industry: Computer Software

What are Sage CRM pricing details?

Sage CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Sage CRM’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for a quote tailored specifically to meet the needs of your business.

What integrations are available for Sage CRM?

Sage CRM integrates with the following business systems and applications:

  • MailChimp
  • Procore
  • Campaign Monitor
  • FileHold DMS
  • Handshake
  • Evolve IP Phone System
  • Salesfusion
  • ForceManager
  • Maxemail
  • Odyssee Sales
  • GoCardless
  • Gem Accounts
  • Esker
  • CloudCall Click
  • Praxedo
  • i-snapshot
  • eBridge Connections Accounting

Sage CRM average rating:

Average score
4.5/5 (8 user reviews)
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Dianne

PROS: With almost a decade using this tool for our CRM needs, we can say that we have been happy. It is not only simple but also offers reliable customization for our business. It also acts as a source of ideas where we can brainstorm ideas and make decisions moving forward. For instance, we have a samples management space, within the system, for a client where we can pitch in ides and still manage our sales and leads, simultaneously. This has come as an added benefit and that is why we love Sage CRM. With its simple interface, users can learn ways to make the best use of this product without much hustle.

CONS: It is hard to come up with things that I dislike about this tool. With nearly a decade of using it, you can only think of good things and milestones it has helped you achieve. However, there is always something to talk about as no application is perfect and that is here we are at with Sage CRM. With that said, I fail to understand why they refer to activities as communications. For example, activities such as calls and emails should be termed as such instead of communications. However, Sage CRM being highly customizable, you can change them into whatever you want to suit your preferences.

Reviewed 2 years ago

Read full review >

The least favorable review

Benny

PROS: It is intuitive and offers an easy way through which can manage contacts of your customers. This way, you will be able to manage leads effectively while you securely store their information on the system. It equips with the ability to export data to excel for analysis. This process does not require much training and anyone who is not tech savvy can learn easily. It does not have a steep learning curve which means your team can get going in no time. When it comes to updating data in the system, Sage CRM does that automatically and this give you more time to concentrate on other productive things.

CONS: There are issues with this product that need addressing. Although it offers one of the best ways to manage your customers and leads, it has a problem with tracking sales in real time. It was slow, and thus made it difficult to track leads and sales which lead to the delay in decision making. Apart from that, it is hectic when you want to delete contacts that you no longer want. This was frustrating and tiring at times. Integration with MAS 90 was not as we expected as wanted them to work hand in hand to get the best results.

Reviewed 1 year ago

Read full review >

More reviews from 8 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Highly customizable

Read full review >
Joseph
3/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 09.09.2018 Company Size: More than 100 Employees Industry: Media Production

PROS: What we loved the most is the customization the tool brings. It was easy to customize everything depending on what you like. This was a great deal for us as it helped us to edit or customize the system based on our company needs. The features are well laid out for us to make the best use of them. We were able to understand most of the important features contained in this product. After that, the sky was the limit for us. We became more efficient and effective in service delivery and workflow management.

CONS: The product can be tiring and has a learning curve when you want to use the advanced features. It takes time to know your way round the system features and this was evident from our staff. If you do not have the right patience with it, you will fail in terms of managing your workflow. At first, you will struggle with understanding what different features mean and how you can make the best use of them. However, once you hack everything and get used to working with its features, you will sail through with ease. It is thus complicated in a way which can be tiring but with the right amount of training and persistent, you will get there.

What do you think about this review? Great Poor

Supports both mobile and desktop platforms

Read full review >
Harold
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: It is a reliable tool for any organization regardless of the needs. With its customization functionality, you can edit, add or delete fields or reports the way you want or according to the needs of your business. It offers a flexible platform on which it can support both mobile and desktop browsers. In short, it acts as an all access product depending on how you want to utilize it. What makes Sage CRM unique and valuable is that, it has been around for more than 2 decades but with continuous updates, it is compliant with the current industry requirements and regulations.

CONS: I have a problem with how the calendar feature is in Sage CRM. It does not offer an obvious way through which you can edit or customize the caller and manage your tasks effectively. The interface is different from other CRM interfaces, which gives us a hard time to schedule tasks and customize it with ease. However, this problem is solved by the fact that it integrates well with Office 365 and Sage’s native Exchange. With such integrations we can us their calendar features to manage tasks and schedule different activities within the system for our business needs.

What do you think about this review? Great Poor

Increases production

Read full review >
Benny
3/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 18.08.2018 Company Size: More than 100 Employees Industry: Oil & Energy

PROS: It is intuitive and offers an easy way through which can manage contacts of your customers. This way, you will be able to manage leads effectively while you securely store their information on the system. It equips with the ability to export data to excel for analysis. This process does not require much training and anyone who is not tech savvy can learn easily. It does not have a steep learning curve which means your team can get going in no time. When it comes to updating data in the system, Sage CRM does that automatically and this give you more time to concentrate on other productive things.

CONS: There are issues with this product that need addressing. Although it offers one of the best ways to manage your customers and leads, it has a problem with tracking sales in real time. It was slow, and thus made it difficult to track leads and sales which lead to the delay in decision making. Apart from that, it is hectic when you want to delete contacts that you no longer want. This was frustrating and tiring at times. Integration with MAS 90 was not as we expected as wanted them to work hand in hand to get the best results.

What do you think about this review? Great Poor

Helps in managing sales information and leads

Read full review >
Sophie
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.03.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: It gives you countless options on hat to do with the fields on the system and dhow you want them to appear. Different users will different preferences and needs of their business. With a tool such as Sage CRM, you may want to include unique fields based on what you are looking for and the type of your business. This also goes for your reporting needs. This product helps you achieve that with ease thanks to its customizable fields and reporting features. The fact that you can customize the fields to suit your needs or product line; we found it to be a reliable tool.

CONS: There are glitches and small issues that need addressing despite the product being seamless in term of customization. The fields look alike which can be confusing to our sales representative. Since they are trusted with the role of entering the ales information into the system, sometimes they can enter in the wrong fields, which is time consuming when it comes to correcting that error. Also, it requires training for our staff since there are new updates now and them. As a result, you have to train them whenever there is an update so that they can be acquainted with the new features introduced.

What do you think about this review? Great Poor

Improves service delivery to clients

Read full review >
Dianne
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.02.2018 Company Size: 1-10 Employees Industry: Computer Software

PROS: With almost a decade using this tool for our CRM needs, we can say that we have been happy. It is not only simple but also offers reliable customization for our business. It also acts as a source of ideas where we can brainstorm ideas and make decisions moving forward. For instance, we have a samples management space, within the system, for a client where we can pitch in ides and still manage our sales and leads, simultaneously. This has come as an added benefit and that is why we love Sage CRM. With its simple interface, users can learn ways to make the best use of this product without much hustle.

CONS: It is hard to come up with things that I dislike about this tool. With nearly a decade of using it, you can only think of good things and milestones it has helped you achieve. However, there is always something to talk about as no application is perfect and that is here we are at with Sage CRM. With that said, I fail to understand why they refer to activities as communications. For example, activities such as calls and emails should be termed as such instead of communications. However, Sage CRM being highly customizable, you can change them into whatever you want to suit your preferences.

What do you think about this review? Great Poor

Reliable customer support

Read full review >
Colleen
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.01.2018 Company Size: 11-50 Employees Industry: N/A

PROS: It has helped us to store the contacts of our clients which include the notes, addresses and phone numbers among others. With such storage we are able to create and manage marketing campaigns with ease. It also helps us to monitor the progress of those campaigns which was an advantage on our part. When it comes to understanding its CRM features, we were able to get on board quickly as it has a friendly interface. The customer support is top notch as it is highly responsive to the issues we faced while using this product.

CONS: Despite it being reliable in terms of managing customer contacts and campaigns, it had its limitations. For example, we were limited to about 5000 results in order to run reports. This was lower than what we expected or needed and the only option was to upgrade from our current version. However, it was expensive to do this due to our integration with SAP ERP system. With such a limitation and the cost of upgrade, this application is suitable for small businesses that have few reports to run, of up to 5000. Otherwise, you have to find a way to take care of the extra results without incurring huge costs. It would be nice if there were customized pricing for those who do not want to upgrade to the expensive version.

What do you think about this review? Great Poor

Helps with presentation of data

Read full review >
Richard
3/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 29.12.2017 Company Size: 11-50 Employees Industry: Management Consulting

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 need a second opinion in the form of peer review from a third party. You can change the tabs and fields to suit your needs and preferences.

CONS: It is not mobile compatible which takes a lot from us. We are not getting value for it because of this. In fact, our company is opting out and switching to Salesforce due to this. Although it provides a way for one to run or process queries, doing it on the backend is not doing us any justice. Another issue is faced with this tool is that it does not provide a way to make alterations in a group, globally. It would be nice if they did so for all the groups you have created as this will make sense keeping in mind the product is highly customizable. We could try out the cloud based Sage CRM but with the reviews we have read, it might not be a good idea.

What do you think about this review? Great Poor

It saves time

Read full review >
Max
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.12.2017 Company Size: More than 100 Employees Industry: Computer Software

PROS: Everything from customization to when you use the product for your customer and sales needs was easy. The user experience was top notch as we could customize even the minor workflows to make our work effortless. The training bid was easy for our staff as you do not have to be a pro to get up to speed in no time. The Sage CRM was what we truly needed to improve customer relations. Our sales team was able to manage their workflows with ease as automation is key with this tool. We are able to deliver within a short period and thus reliable for our needs.

CONS: There will always be a few obstacles that will give you headaches regardless of how simple the system is. Provided it is new to your staff, they will have a hard time getting started. With age CRM, we had the same experience at start. Implementing it into our business was not a walk in the park. We had to struggle a little bit but later got everything in check. This consumed a lot of our time but the hustle was worth it at the end of the difficult experience. Despite all this, we are glad we took this road as we can see the benefits that come with it.

What do you think about this review? Great Poor
Reviewed By Nestor Gilbert
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