Sage CRM Reviews

The native integration with our Sage accounting software is by far the biggest win. It completely bridges the gap between our sales and finance teams. Instead of constantly pinging the accounting department for payment statuses, sales reps can view a customer's invoice history and account balances right inside the CRM. It eliminates double data entry and speeds up our whole quote-to-cash workflow.

Getting the system customised to fit our exact business needs was more complex than expected. There is a very steep learning curve for admins, and unless you have an IT background or hire an external consultant, setting up custom workflows and integrations can be incredibly frustrating and time-consuming.

The main problem we had was disorganised client communication, if an account manager was out sick, no one knew the status of a customer's issue. Sage CRM solves this by acting as a single source of truth for all emails, calls, and support tickets. The benefit is a much smoother workflow for our team, anyone can jump into an account, see the entire history, and help the client immediately without making them repeat themselves.

I like how Sage CRM offers easy access to customer and resources information, which proves useful for customer resource marketing. The search facility and the way the system saves information make it really easy to access. It allows a lot of useful information and notes to be stored and accessed, so when someone needs to look up information, they can review the notes before communicating with customers. I also found the initial installation training and setup to be seamless. I've recommended Sage CRM to many clients for its marketing and sales benefits, which add priceless resources to their businesses.

Nothing couldn’t fault its amazing as it is cannot fault

I use Sage CRM for easy access to customer and resource information. Its search facility and information storage make it simple to review notes before communicating with customers, enhancing marketing and sales efforts.

I really like how Sage CRM helps us manage deals properly, including through automation and marketing. It consistently aids in saving tasks related to managing deals, supports us in handling the product cycle, and keeps us from losing track of deals and contacts. It also helps us make daily progress and create multiple opportunities. I find it easy to use, automated, and it supports multiple team members. The initial setup was straightforward and very easy.

I think the UI can be improved. And the knowledge base guiding through the CRM.

I use Sage CRM for sales tracking. It helps us manage deals properly, automate tasks, and track contacts, making daily progress without losing track. It saves time managing the product cycle and creating opportunities.

I love the simplicity and customization features available for all industries. We have a construction , development and property management company so we have various needs for different expenses and revenue tracking and sage helps a lot with that.

The connectors between sage and procore there are a lot of limitations in editing and syncing functions.

They have helped us navigate through the new added features such as gl outliers, WIP entry posting and custom fields.

What I like most about Sage CRM is its ability to centralise customer data and provide a clear view of interactions, sales activity, and opportunities in one place. It helps streamline sales processes and improves visibility across the pipeline, making it easier to manage relationships and track performance. I also appreciate its integration with other Sage products, which creates a more connected workflow between sales and finance. Overall, it’s a practical solution for managing customer relationships and supporting day-to-day sales operations.

One drawback of Sage CRM is that the user interface can feel dated compared to more modern CRM platforms, which can impact usability and overall user experience. Navigation isn’t always as intuitive, and some tasks can take more steps than expected. Customisation and reporting are useful but can require additional time or technical knowledge to fully optimise. Overall, it’s functional, but there can be a learning curve and some limitations in flexibility and ease of use.

Sage CRM solves the challenge of managing customer information and sales activity across multiple systems by bringing everything into one central platform. It provides a clear view of customer interactions, opportunities, and pipeline performance, helping improve organisation and consistency across the sales process.

Es un programa muy robusto que, cuando solo necesitas el paquete básico, no es muy caro y cubre las necesidades contables de nuestra empresa. Me permite crear workflows personalizados y automatizados, además de llevar la contabilidad de la empresa. Es una herramienta muy intuitiva, lo que ayuda al aprendizaje mientras se usa, y es muy cómodo trabajar en ella. El proceso de configuración inicial fue muy sencillo gracias al conocimiento previo del equipo interno y tuvimos un ticket con soporte para un workflow automatizado que se resolvió rápidamente.

No he encontrado nada negativo que pueda reseñar en estos momentos.

Sage CRM cubre nuestras necesidades contables y permite crear workflows personalizados y automatizados.

I like how Sage CRM centralizes all customer information in one place, making it easy to track sales, manage support, and improve team collaboration. It benefits my business by giving every team member instant access to complete customer histories, including past interactions, purchases, and support requests. This means sales reps can personalize their approach, marketing can target the right audiences, and support can resolve issues faster, all leading to stronger customer relationships and more efficient operations.

Some features in Sage CRM can be complex to set up, and customization often requires technical support. Setup and customization in Sage CRM can be time-consuming and technical, especially when configuring workflows, reports, or integrations.

Sage CRM organizes customer data, boosts team collaboration, prevents missed sales, and tracks marketing campaigns. It centralizes customer info, giving my team full access to purchase history and interactions, enhancing sales, marketing, and support efficiency.

The best part is that we can easily access prospect details, such as their contact information, last interaction, and the full history of sales and support cases.

Limited on Advance features & Integration.

It helps us track leads easily by keeping all engagement history in one place and showing upcoming opportunities with prospects. After-sales service is also easy to follow through tickets on any account. Web and mobile access are available, so we can stay updated at all times.

I like that Sage CRM keeps all customer information in one place and makes tracking interactions and follow-ups easy. It helps stay organized and improves day-to-day workflow.

It can feel outdated at times, and some tasks take too many clicks. Reporting and customization could be more user-friendly.

Sage CRM solves the problem of scattered customer data by keeping everything in one place. It benefits me by making it easier to track interactions, manage follow-ups, and stay organized.

It’s easy to use, and information can always be found through different settings and views, which makes navigating and accessing data quick and efficient.

It can sometimes be slow or freeze when running multiple subsections at the same time, which can interrupt workflow

Sage CRM reduces the need to manually track orders and maintain multiple copies of documents. Having all orders, invoices, and payments stored in one system allows everything to be easily accessed and tracked, improving accuracy and saving time.