Omnify vs. Sage CRM

Shailja Rohillah, of Omnify, went above and beyond to respond quickly and did everything she could to accommodate my needs. Even when the exact thing I wanted, was not an option, Shailija not only found a work around but put the time in herself to address my need.

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

• Omnify's customer service during setup is excellent. Very knowledgeable and patient.
• Omnify's seems infinitely customizable to suit any need.
• Omnify's web presence is simple to use to make a reservation.
• Omnify can be customized to include pictures of your business, facility, etc.

• 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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• We would love to have more specific options for restricting the number of times a client can book a reservation per week.
• It would be very beneficial for admins to be able to book clients in advance for classes that are not available to the mass clientele yet.
• We would like to be able to edit client's email addresses. Several of our members have typos in the emails provided, so they aren't receiving confirmation emails and they can't log in, so they have to make new accounts.

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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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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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I'd give it a 10 except it didn't always render well on mobile devices, which caused some frustration for users. Otherwise it was easy to use, easy to manage, easy to make it look like "our" site, and very pleasant.

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

Omnify's customer service has been pretty much always on point. Their chat feature is a great way to keep track of past communications and follow up on recurrent issues, and their response time is most of the times very quick.

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 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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Before Omnify we used Jumbula. Jumbula made registering families much easier but Omnify has the benefit of auto-renew and auto-pay plus the membership set up in general is something new that Omnify provides. We have also used Formsite in the past but it requires a bit more administrative back end work for our employees than Omnify does.

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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.

• My ROI is calculated by customer satisfaction and Omnify allowed us to operate three community pools during a pandemic, making those that wanted to use community amenities able to do so in a measured and safe way.

• 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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info