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Sage CRM pros and cons

Vendor: Sage
3.9 out of 5
382 followers
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Pros & Cons summary

Sage CRM enhances opportunity and lease management with fast technical support but requires a scalable team for effective use. Accpac excels in finance capabilities. Users value reporting, though lacking a dynamic dashboard. Workflow customization in case management is beneficial. Transaction monitoring needs improvement. Modifications could be more user-friendly. Interaction with email and social platforms should improve for lead generation.

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Prominent pros & cons

PROS

Sage CRM is effective for opportunity management and lease management.
The finance features of Sage Accpac are exceptionally valuable.
Sage CRM allows tracking of customer and employee activities.
The reporting capabilities are highly appreciated by users.
Case management system offers customizable workflows.

CONS

With regards to monitoring transactions with alerts, it could be better.
The scalability of Sage CRM depends on whether there is a team that can configure it for scale.
Sage CRM would benefit from improving its interaction with email communication sites and social media platforms to gather more leads.
Sage CRM lacks a dashboard for dynamic reporting.
There is a need to modernize the charts and analytics, and the export features and interactivity of the charts require enhancement.
 

Sage CRM Pros review quotes

VK
Apr 4, 2024
The solution's technical support is fast to respond.
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Samuel Benavides - PeerSpot reviewer
Mar 24, 2023
The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool.
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Mohammad Shakhawat Hossain Biswas - PeerSpot reviewer
Jul 7, 2022
The Sage Accpac solution has definitely been the most valuable because the finance features are excellent.
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Buyer's Guide
CRM
January 2025
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JM
Mar 31, 2022
We have found the solution to be stable.
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DM
Aug 14, 2024
The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions.
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AkinolaOni - PeerSpot reviewer
Sep 1, 2023
The part I like the most is the reporting.
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NM
Jan 19, 2022
It has been helpful for opportunity management and lease management.
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Nayef Soghayer - PeerSpot reviewer
Jun 2, 2023
Sage CRM is flexible, customizable, and user-friendly.
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Sage CRM Cons review quotes

VK
Apr 4, 2024
From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly.
Read full review
Samuel Benavides - PeerSpot reviewer
Mar 24, 2023
Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads.
Read full review
Mohammad Shakhawat Hossain Biswas - PeerSpot reviewer
Jul 7, 2022
The scalability of this solution depends on whether you have a team that can configure it for scale.
Read full review
Buyer's Guide
CRM
January 2025
Download Free Report
Find out what your peers are saying about Sage, Microsoft, Salesforce and others in CRM. Updated: January 2025.
DOWNLOAD NOW
831,265 professionals have used our research since 2012.
JM
Mar 31, 2022
With regards to monitoring the transaction with alerts, it could be better.
Read full review
DM
Aug 14, 2024
The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement.
Read full review
AkinolaOni - PeerSpot reviewer
Sep 1, 2023
I would like Sage to improve their UI.
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NM
Jan 19, 2022
Its user interface could be better.
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Nayef Soghayer - PeerSpot reviewer
Jun 2, 2023
Sage CRM doesn't have a dashboard for dynamic reporting.
Read full review

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Product Categories

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CRM

Popular Comparisons

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Microsoft Dynamics CRM vs Sage CRM Logo
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