Jotform vs. Sage CRM

We use it for mostly community surveys and I absolutely prefer it over any other survey program out there. It is easy to create, easy to understand and easy to navigate. I love the QR code option it creates for you to share your form/ survey with others. It really is the best out there!

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

• Gathers information on my clients
• Gathers and organizes information on my prospects
• Enables my Team to use the form I create as a Template so they don't have to re-create it which saves them valuable time.
• Educates clients about the benefit of supplementation
• Educates my prospects

• 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.

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• The price is too high for casual users like myself
• The automation took some time to figure out (that's understandable)
• Making the forms look uniform took a lot of time to setup
• Some parts like the approval emails, notification emails can be confusing

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• 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.

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I need this software to run my business, it's built around it.

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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.

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As a seasoned user who relies on seamless online forms for a multitude of purposes, I can confidently attest that JotForm has not only simplified the form creation process but has also elevated it to new heights.JotForm's interface is a masterpiece of intuitive design. Even if you're a newcomer to the world of online form creation, the platform's user-friendly layout will have you crafting professional-grade forms in no time.

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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.

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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 honestly have not used the support feature with Jotform. From what I can see when I look information up, everything I want to do something that I can't figure out myself it seems to not be a possible solution or edit that Jotform is currently capable of.

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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

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

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the most valuable things that Jotform give free trial, so the resistant users can get the experiences of the easiness and more handling to the digital things

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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.

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Typeform is better hands down [in my opinion]. It's not even a comparison as [I feel] JotForm doesn't work properly and [from my experience I think] their support is very problematic. I would suggest using Typeform or using GravityForms as an alternative to JotForm. Whatever you do, [I feel you shouldn't] depend on JotForm for something that is important to your business or research project.

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.

• It saved me time. Within minutes I was able to create and share forms to collect demographic data.
• While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
• I could not easily identify what new information was provided in a resubmission by a respondent.

• 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

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