Sage CRM
About Sage CRM
SALES OPPORTUNITIES
Sage CRM directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and up-selling opportunities. With instant access to pipelines, calendars, sales reports, contacts, and much more, your sales people are freed up to focus all their efforts on selling. Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.
CUSTOMER SERVICE
From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly. Sage CRM gives you the tools you need to provide high quality customer care and maintain satisfied customers, and helps you to make every customer interaction informative, effective, and profitable.
TARGET THE RIGHT PEOPLE
It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources. Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.
Key benefits of Sage CRM
- Make most of sales opportunities
- Deliver excellent customer service
- Identify and target the right people
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Alternatives
Zoho CRM
Salesforce Sales Cloud
HubSpot CRM
SysAid
Reviews
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- Industry: Architecture & Planning
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Sage is an excellent resource for account management
Reviewed on 19/10/2021
I was easily able to keep track of our data base and bill customers I also. Liked being easily able...
I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data
Pros
I liked the ease of updating accounts and billing clients.
Cons
I found the process complicated and not as user friendly as it could be to load a client account.
- Industry: Marketing & Advertising
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Sage is great
Reviewed on 02/10/2024
Easy to navigate and links with your clients etc.
Easy to navigate and links with your clients etc.
Pros
Easy and always updating to perform better.
Cons
Would b nice if it could synch w outlook.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
SAGE is outdated
Reviewed on 17/08/2024
I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has...
I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that.
Pros
I never liked SAGE compared to other CRM. I couldn't WAIT for our company to move to another CRM.
Cons
It was clunky, it was hard to manage my DB of contacts. Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious.
- Industry: Construction
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
CRM - make it work for you
Reviewed on 04/01/2024
Using Sage CRM has been and still is a positive experience for me, due to it being set up to do...
Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software
Pros
I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options
Cons
Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Sage CRM's newest version s a refreshing improvement over the older UI
Reviewed on 09/04/2018
The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with...
The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.
Pros
Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.
Cons
The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.
Sage CRM FAQs
Below are some frequently asked questions for Sage CRM.Q. What type of pricing plans does Sage CRM offer?
Sage CRM offers the following pricing plans:
- Starting from: US$45.00/month
- Pricing model: Subscription
- Free Trial: Available
Sage CRM (cloud): $45/user/month Sage CRM (on-premise): Contact Sage for pricing details.
Q. Who are the typical users of Sage CRM?
Sage CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does Sage CRM support?
Sage CRM supports the following languages:
English
Q. Does Sage CRM support mobile devices?
Sage CRM supports the following devices:
Android (Mobile)
Q. What other apps does Sage CRM integrate with?
Sage CRM integrates with the following applications:
Mailchimp, Microsoft Outlook, Sage 300cloud
Q. What level of support does Sage CRM offer?
Sage CRM offers the following support options:
Email/Help Desk, Phone Support
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