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Sage CRM Reviews

Vendor: Sage
3.9 out of 5
382 followers
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What is Sage CRM?

SageCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution. It can be fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.
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Sage CRM is the #22 ranked solution in top CRM solutions. PeerSpot users give Sage CRM an average rating of 7.8 out of 10. Based on the analysis of the 8 most recent Sage CRM reviews, the overall sentiment is positive, with a sentiment score of 7.1. Sage CRM is most commonly compared to Microsoft Dynamics CRM: Sage CRM vs Microsoft Dynamics CRM. Sage CRM is popular among the large enterprise segment, accounting for 56% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 35% of all views.
Buyer's Guide
CRM
November 2024
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Sage CRM mindshare

As of December 2024, the mindshare of Sage CRM in the CRM category stands at 0.6%, down from 0.8% compared to the previous year, according to calculations based on PeerSpot user engagement data.
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Key learnings from peers

Valuable Features

Sage CRM offers value in opportunity management, lease management, quoting, and finance features. Users appreciate its distribution capabilities, employee and customer tracking, and reporting across departments. Integration with Microsoft Office 365, scalability, and inventory control are highlighted. The customizable case management system and workflow customization are valuable for tracking leads. Users find Sage CRM flexible, customizable, and user-friendly, with stable performance, fair pricing, and reliable technical support.
  • "The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions."
  • "The solution's technical support is fast to respond."
  • "The part I like the most is the reporting."

Room for Improvement

Sage CRM requires a better user interface and more efficient support. It needs enhanced transaction monitoring with alerts, improved integration with email and social media for lead generation, and dynamic reporting dashboards. Users experience downtime and syncing issues with other platforms. A travel expenses feature is expected, and the travel desk management module is missing. The ability to modify Sage CRM should be easier, and its charts and analytics require modernization and improved interactivity.
  • "The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement."
  • "From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly."
  • "I would like Sage to improve their UI."

ROI

Users have experienced a positive ROI from Sage CRM, highlighting its usefulness in accessing data and generating email reports. Although licensing costs are considered high, users note the availability of cheaper alternatives, which come with their own challenges.

Pricing

Sage CRM users report a variety of experiences with pricing and licensing. They describe a yearly cost of $1500 for core modules and 20 user licenses. Annual payments are required for technical support. Opinions on expense vary, with some considering it relatively expensive, particularly from an African perspective, while others find it moderately priced or fitting for their enterprise needs. The pricing reflects both product capability and necessary support services.
  • "The product is expensive."
  • "Though my company has to have a perpetual license per user, there is a need to make annual payments towards the costs attached to the support my organization receives from Sage CRM's technical team."
  • "From an African perspective, the solution is relatively expensive."

Popular Use Cases

Sage CRM is used internally by organizations to manage customer relationships and record timesheets and opportunities. It functions as a quoting tool from quote to invoice and integrates with Sage 300 ERP for comprehensive operations. Companies use it for lead and case management, inventory, finance, data analytics, accounts, order entries, and invoicing. It supports networking and communication between users and suppliers, being primarily a tool for limited CRM uses.

Service and Support

Sage CRM provides prompt and reliable customer service, though speed could improve. Many utilize the comprehensive online knowledge base for assistance. Technical support is responsive and helpful, especially during tax adjustments. While some rely on internal teams, others appreciate the support during complex situations like cyber issues. Technical support is deemed satisfactory but not exceptional. Most find their implementation straightforward, minimizing extensive support needs.

Deployment

Many found Sage CRM's initial setup manageable. While some described it as slightly complex, they noted it becomes easier with time. Deployment generally requires a few hours to a day, though configuration might take longer based on needs. Users who engaged directly found the experience straightforward and manageable. Even with potential challenges like workflow management, users successfully navigated the process. The overall time and complexity varied based on the user's involvement and requirements.

Scalability

Sage CRM is considered scalable if users have a capable configuration team in place. Some rate it highly for scalability, though opinions vary. In India, a company supports 80 users, whereas one globally manages 105 individuals. Another group experiences it with fewer users but finds it scalable. Despite perceptions that other options may scale better, the general sentiment supports its ability to grow with user needs.

Stability

Sage CRM exhibits a high level of stability, frequently described as very stable and reliable by users across various companies and industries. It operates without bugs, glitches, crashes, or freezes, ensuring consistent performance. Users have relied on it for over 16 years, highlighting its enduring reliability. Ratings for stability are notably high, with scores of eight or nine out of ten, underscoring its dependable and consistent functionality.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
Download our CRM Buyer's Guide for additional reliable information.

Review data by company size

By reviewers
By visitors reading reviews

Top industries

By visitors reading reviews
Computer Software Company
35%
Government
14%
Financial Services Firm
10%
Real Estate/Law Firm
6%
Comms Service Provider
4%
Healthcare Company
4%
Manufacturing Company
4%
Non Profit
4%
University
4%
Hospitality Company
2%
Transportation Company
2%
Outsourcing Company
2%
Insurance Company
2%
Retailer
2%
Educational Organization
2%
Legal Firm
2%
Logistics Company
2%

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