Likelihood to Recommend Evisort is best when you already have all your contracts fully cleaned, designated, ordered, managed, linked, collated, titled and termed. It is not good if you expect the platform to help you go through a repository of contracts that you want the system to extract all the info you need and then you can decide easily what to keep and not etc - the sales team will tell you that the platform can do all of this. In my opinion, this isn't true.
Read full review 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
Read full review Pros Houses Contracts centrally Info display is pretty straight forward Terms Search function is solid Read full review 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. Read full review Cons Platform Implementation AI intake of documents How contracts are linked Read full review 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. Read full review Likelihood to Renew 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.
Read full review Usability It is clunkier than needs to be but it's not as bad as some of the other platforms we reviewed. The interface is pretty spartan, almost like reading a page and some color and segregation could help users segregate the UI by function and task. This is pretty straight forward but doubt they would implement
Read full review 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.
Read full review Performance 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
Read full review Support Rating For all of the reasons listed above, essentially, once the platform is implemented it has its value, however, knowing what you get before implementation, might give ppl pause. The cost is a bit misleading and the sales team over promises and under delivers in my opinion. This is not cool and creates issues inevitably, down the line.
Read full review 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
Read full review In-Person Training Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Read full review Implementation Rating 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.
Read full review Alternatives Considered Evisort is just getting in the game. Implementation is not as robust as
Coupa and Adobe is more of a contract execution platform so it is not apples to apples to compare there. Essentially, Evisort is a a somewhat cheaper solution that is not a complete solution and needs more of an upfront lift than they would suggest.
Read full review Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
Read full review Return on Investment better Contract visibility centralized ownership contract alerts Read full review 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 Read full review ScreenShots