Sage CRM Reviews

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

Professional look of items printed and organizational capabilities

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

A solid reputation that lasts over the whole product timeline.

There are many different functions and each one costs money. The subscription based payments mean it is difficult to break away onto another platform

SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects.

Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times.

The in-built business processes are good and very basic to deploy in the initial stages

Well a long list I have for this section: 1. Pathetic customer support 2. Less competent product knowledge to "customer support specialist" 3. Not user friendly software 4. Lot of technical backed problems

you are able to create change proposals and then change orders in order to track costs and link everything together

There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.

We primarily use it for database management

Its complex and takes a lot of support to develop the reports you require

There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless.

Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around!

User friendly, with a fairly easy interface.

Real time synchronisation with Sage 200. Hard to configure.

Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.

The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.

The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments.

The customization of the layout allows for easily managed client data and prospective clients. It is great for leaving notes for the whole sales staff to review and understand what was discussed.

The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare. The software wont launch correct. The database gets corrupted and needs to be restored.

I'm sure its a dream for administators - who get to pull data easily (If the data is actually inputted is a different story)

I won't even discuss the look of the system (yet) This system is most effective for people who have nothing else to do but (write) about what they should do. Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing...

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Able to print out customized reports showing details on a project. Makes it easier to Track expenses throughout a project. Integrates well with accounting and sales staff.

Would like to be able to customize more on the layout of the reports. Need to be very specific when looking up a specific job number/project.

The biggest pro with this CRM is that there are a million ways to customize the software. This pro could be seen as con since out of the box it isnt going to do everything you may need.

The more addons you have the slower this system will become. Their are a ton of consultants that you can work with but if you are a small company operating like a large company then I wouldn't get this CRM.

Availability of web portal with no need for any upgrade

With the Absence of offline accounting features, you cannot access accounting data without an internet connection

Sage can capture information entered into a web form on a business's page for later reference.The ability to easily and efficiently turn an opportunity into a quote and then into a sale order is uniquely strong and very helpful for field based sales professionals.

Sage CRM lacks the integration features found in other CRM solutions.A lack of social CRM and social media tools will hinder companies looking to leverage social monitors and engage prospects and customers in social networks and other online social channels.

What I liked most was the ability to manage our leads and prospects all throughout the sales funnel. Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier.

A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program.

We had to use a Sage Partner for support, so I never worked directly with Sage. Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate. I can't tell you how much money we spent on trying to get this system to work for our needs. There was nothing I could say that we liked about this software, and this is why we switched to Salesforce CRM.

It's inflexible, and it's not easy to make changes to the system setup without paying for support. Also, the system layout was not intuitive. Further, generating reports was cumbersome.

Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability.

Pricing models are confusing, it is not and out-of-the box solution. Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions. Also the terminology is slightly unique so training is a must. Also need to develop/tweak the workflows before implementation.

CRM is very customizable and helpful in accessing information company wide.

We have had some issues with data disappearing but Sage has not had any other customers have this issue so it may be our uploading to the cloud.

Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email.

As Windows 10 and updates are put into service, the compatibility with mail, backup, and reports fade in availability as product ages, forcing you to upgrade. Support for older ACT versions are scarce and expensive.

It's very easy to find information. Everything seems intuitive.

Running reports can take a while. This may be because of the amount of data we have housed in the CRM.

When we first got this product it was very well suited for what we needed. Can be simple, depending on how you use it.

Customization is lacking for the price. I wanted to be able to customize more fields in the company and customer fields but, the customer service was never very helpful in setting this up. Everything is very cut and dry, they don't let you do a lot of what you want to the software to make it suit your needs perfectly.