Sage CRM vs. Zoho CRM

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Incentivized

• Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
• The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
• Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.

Incentivized

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

Incentivized

• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Incentivized

• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

Incentivized

There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

Incentivized

We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment

Incentivized

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

Incentivized

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

Incentivized

In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

Incentivized

Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all

I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

Incentivized

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

Incentivized

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

Incentivized

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

Incentivized

I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

Incentivized

There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

Incentivized

The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.

Incentivized

This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.

Incentivized

Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business

Incentivized

We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.

Incentivized

We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

Incentivized

• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

Incentivized

• It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
• It is also very customizable; we created our own set of objects, etc., based on our workflows.
• It is easy to integrate into your systems.

Incentivized