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Sage CRM

Score8.9 out of 10

76 Reviews and Ratings

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What is Sage CRM?

Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Sage CRM has to offer, as determined by TrustRadius' reviewers.
Based on 76 ratings of Sage CRM's features
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Top Performing Features

  • Social data

    The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

    Category average: 6.6

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.8

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8

Areas for Improvement

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8.2

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.1

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.7

Reviews

What users are saying about Sage CRM.
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I like the focus on keeping good accounting records at all times

Francisco MartinezView profile
Ecommerce Manager in Marketing at GANEM (51-200 employees employees)

Use Cases and Deployment Scope

I like the focus on keeping good accounting records at all times. Some systems have a flow of posts to the general ledger without being properly configured or reviewed. GP handles most of the basic functions such as human resource management, payroll, and distribution. has also made great improvements in the update process

Pros

  • The system uses SQL as a back-end
  • so using third-party reporting tools is a snap. Payroll, accounts payable

Cons

  • has cleaned up much of the double data entry you had to do when using a system
  • offers a wealth of features such as reporting and analysis that serve as forecasting tools and to control

Return on Investment

  • I was able to process my monthly payments to my providers in a timely manner and always made sure that my providers
  • received the correct amount. Quite a simple system to use

Other Software Used

Anaplan Predictive Insights (Mintigo), 1CRM, Amplify CRM

Usability

Improving our sales with Sage CRM

Incentivized
America CastañedaView profile
Division Sales and Marketing Manager in Marketing at American Residential Services (5001-10,000 employees employees)

Use Cases and Deployment Scope

This is a very complete software that helped us to improve sales, because we were able to carry out marketing campaigns more effectively, thanks to a good segmentation of customers, and we were able to launch it not only by email, but also through our social networks, capturing more customers.

Pros

  • It has the integration to different social networks such as Twitter, Facebook and LinkedIn, helping us to find potential customers in different digital media.
  • It allows us to store a large database of all our potential customers and current customers and shows a history of the relationship with the customer, to improve the commercial treatment towards them.
  • It has a mobile application that I can access at any time and I can attend my clients no matter if I am out of the office.

Cons

  • It is a pretty good and useful software, as long as it works together with integrations with other accounting and email software, but it would be ideal if they already come with those functions.
  • The fact that each module or function has an additional cost, greatly limits its use.
  • It is quite heavy to load each requested information and to open the tools and functions.

Return on Investment

  • It is a software that, due to its simple interface and ease of use, allowed the work team to adapt perfectly to it, increasing the performance of the sales, marketing and accounting departments. It helped us to provide our clients with a better service, so our clients are happier.

Usability

Sage, its 100% worth a try!

Incentivized
Jeffrey WallaceView profile
Real Estate Investor in Sales at Sacred Heart Real Estate (1-10 employees employees)

Use Cases and Deployment Scope

We have used Sage CRM before in the past which was very effective in regards to keeping our client interactions current as well as allowing us to all know what the last engagement was with the client internally.

Pros

  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.

Cons

  • Sage doesn't have the best backend when it comes to communicating within the platform, our goal would be to solely work in the crm and not utilize as many plugins.

Return on Investment

  • Overall our experience with Sage has exceeded our expectation however the pricing is over our budget in regards to what our niche is.

Alternatives Considered

HubSpot CRM

Other Software Used

HubSpot CRM, Aircall, Slack

Usability

Green Sage wins the page

Incentivized
Julie SmithView profile
Executive Center Director at Big Blue Marble Academy (501-1000 employees employees)

Use Cases and Deployment Scope

Sage is the platform we use to process invoices throughout the company. We have over 40 schools and Sage makes it effortless to approve pending invoices.

Pros

  • User friendly.
  • Accessible anywhere.
  • Versatile among many locations.

Return on Investment

  • Ability to link many schools together for easier management.

Usability

Improved sales returns and customer expansion with Sage CRM

Brittany Powells
Senior Account Supervisor in Finance and Accounting at Aliance data.com (1001-5000 employees employees)

Pros

  • Workflow. CRM has assisted us in ensuring workflow around our key business processes.
  • Reporting and dashboard. CRM has great reporting and dashboard capabilities that allow you to visualize key business performance parameters efficiently and quickly.
  • Integration with other software. CRM integrates well with other sales and accounting applications which ensures the ability to store data in one place.
  • Integration to accounts and sales departments.
  • The software allows sales and accounts department to exchange data with ease making people in sales view accounts data and vice versa.

Cons

  • Improve on screen interface, currently there is so much screening.
  • There is great integration with other cloud versions, but tool for improvement is still there.

Return on Investment

  • Returns on investment.
  • You are able to have predicative information on how the business is doing from a Pipeline perspective.
  • With pipelines the managers are able to track and analyze performance of sales team within less time.
  • Helped us have a manageable customer support with fewer staff and made information pass on so easily especially when using email marketing.

Alternatives Considered

Bunchball Nitro for Salesforce

Other Software Used

QuickBooks Desktop Enterprise, Excel4apps, Actian DataConnect

Usability

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