Sage CRM

Sage CRM

Web-based CRM for small and medium businesses

3.4/5 (52 reviews)

Sage CRM Overview

What is 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.

Sage CRM Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Sage CRM Features

Devices
Business size
S M L
Markets
Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa
Supported Languages
English

Screenshots

Sage CRM screenshot: CRM Apps
Sage CRM screenshot: CRM Apps Sage CRM screenshot: CRM Apps

Sage CRM Reviews for UK Users

Sage CRM Reviews for UK Users

Overall rating
3.4
/
5 52 reviews
Excellent
12

Very good
17

Average
11

Poor
6

Terrible
6

Value for Money
3.5
Features
3.5
Ease of Use
3.1
Customer Support
3.3
56% recommended this app
Amanda S.

We wouldn't trade Sage for anything!


Verified Reviewer

Good CRM but not very user-friendly

It was a great learning for us that comparison of the software before purchasing is an important aspect.


David C.

Sage CRM

Overall very informative and helpful. Very helpful managing the costs associated with a project.


Robert M.

Honest CRM Review

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.


Marisela E.

Complex for my Small Business

Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business.


Amanda S.
Industry: Construction
Company size: 13-50 Employees

We wouldn't trade Sage for anything!

Used Daily for 2+ years
Reviewed on 09/01/2019
Review Source: Capterra

Pros

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

Cons

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Mechanical or Industrial Engineering
Company size: 51-200 Employees

Good CRM but not very user-friendly

Used Daily for 1+ year
Reviewed on 02/05/2019
Review Source: Capterra

It was a great learning for us that comparison of the software before purchasing is an important aspect.

Pros

The in-built business processes are good and very basic to deploy in the initial stages

Cons

Well a long list I have for this section:
1. Pathetic customer support
2. Less competent product knowledge to "customer support specialist"
3. Not user friendly software
4. Lot of technical backed problems

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

David C.
Industry: Construction
Company size: 51-200 Employees

Sage CRM

Used Daily for 2+ years
Reviewed on 06/12/2019
Review Source: Capterra

Overall very informative and helpful. Very helpful managing the costs associated with a project.

Pros

Able to print out customized reports showing details on a project. Makes it easier to Track expenses throughout a project. Integrates well with accounting and sales staff.

Cons

Would like to be able to customize more on the layout of the reports. Need to be very specific when looking up a specific job number/project.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Robert M.
Industry: Construction

Honest CRM Review

Used Daily for 2+ years
Reviewed on 20/10/2016
Review Source: Capterra

Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.

Pros

Professional look of items printed and organizational capabilities

Cons

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Marisela E.
Industry: Apparel & Fashion
Company size: 2-10 Employees

Complex for my Small Business

Used Other for 2+ years
Reviewed on 14/04/2019
Review Source: Capterra

Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business.

Pros

The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

Cons

I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

User recommendation
6.2/10
Based on 52 user ratings
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Sage CRM Pricing

Sage CRM Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
3.5/5
Based on 52 user ratings
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Sage CRM Features

Sage CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.5/5
Based on 52 user ratings
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Categories

Additional information for Sage CRM

Additional information for Sage CRM

Key features of Sage CRM

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Benefits

- Make most of sales opportunities
- Deliver excellent customer service
- Identify and target the right people

Sage CRM FAQs

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:

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Sage CRM?

Sage CRM offers the following features:

  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
  • Marketing Automation
  • Sales Force Automation

Q. Who are the typical users of Sage CRM?

Sage CRM has the following typical customers:

Freelancers, Small Business

Q. What languages does Sage CRM support?

Sage CRM supports the following languages:

English

Q. What type of pricing plans does Sage CRM offer?

Sage CRM has the following pricing plans:

Subscription

Q. Does Sage CRM support mobile devices?

Sage CRM supports the following devices:

iPhone

Q. What other apps does Sage CRM integrate with?

Sage CRM integrates with the following applications:

CloudCall, Esker, Evolve IP Phone System, FileHold, Gem Accounts, Handshake, Handshake Direct, Odyssee Sales, Procore, Salesfusion

Q. What level of support does Sage CRM offer?

We do not have any information about what support options Sage CRM has