What users are saying about
122 Ratings
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Score 7.5 out of 100
28 Ratings
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Score 7 out of 100

Likelihood to Recommend

Sage 50cloud Accounting

Sage is great for portability and exchange with external accountants as it is widely used and people will be able to read your data in. It's a very good and complete solution for a little business where one person can handle all of the accounting. I doubt that it scales well to large companies with several in-house accountants working at the same time.
Anonymous | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Payroll Management

Sage 50cloud Accounting
6.2
Workbooks
Pay calculation
Sage 50cloud Accounting
6.9
Workbooks
Benefit plan administration
Sage 50cloud Accounting
7.0
Workbooks
Direct deposit files
Sage 50cloud Accounting
4.9
Workbooks
Salary revision and increment management
Sage 50cloud Accounting
6.1
Workbooks
Reimbursement management
Sage 50cloud Accounting
6.0
Workbooks

Customization

Sage 50cloud Accounting
7.2
Workbooks
7.7
API for custom integration
Sage 50cloud Accounting
9.5
Workbooks
7.5
Plug-ins
Sage 50cloud Accounting
5.0
Workbooks
Custom fields
Sage 50cloud Accounting
Workbooks
8.4
Custom objects
Sage 50cloud Accounting
Workbooks
7.6
Scripting environment
Sage 50cloud Accounting
Workbooks
7.5

Security

Sage 50cloud Accounting
8.9
Workbooks
7.5
Single sign-on capability
Sage 50cloud Accounting
8.6
Workbooks
7.0
Role-based user permissions
Sage 50cloud Accounting
9.3
Workbooks
8.0

Reporting & Analytics

Sage 50cloud Accounting
7.0
Workbooks
Dashboards
Sage 50cloud Accounting
7.6
Workbooks
Standard reports
Sage 50cloud Accounting
7.9
Workbooks
Custom reports
Sage 50cloud Accounting
5.5
Workbooks

General Ledger and Configurable Accounting

Sage 50cloud Accounting
7.1
Workbooks
Accounts payable
Sage 50cloud Accounting
8.7
Workbooks
Accounts receivable
Sage 50cloud Accounting
8.5
Workbooks
Cash management
Sage 50cloud Accounting
8.7
Workbooks
Bank reconciliation
Sage 50cloud Accounting
8.9
Workbooks
Expense management
Sage 50cloud Accounting
8.2
Workbooks
Time tracking
Sage 50cloud Accounting
7.1
Workbooks
Fixed asset management
Sage 50cloud Accounting
7.9
Workbooks
Multi-currency support
Sage 50cloud Accounting
5.8
Workbooks
Multi-division support
Sage 50cloud Accounting
6.5
Workbooks
Regulations compliance
Sage 50cloud Accounting
7.3
Workbooks
Electronic tax filing
Sage 50cloud Accounting
7.0
Workbooks
Self-service portal
Sage 50cloud Accounting
3.3
Workbooks
Global Financial Support
Sage 50cloud Accounting
3.3
Workbooks
Primary and Secondary Ledgers
Sage 50cloud Accounting
4.4
Workbooks
Intercompany Accounting
Sage 50cloud Accounting
7.0
Workbooks
Localizations
Sage 50cloud Accounting
7.3
Workbooks
Journals and Reconciliations
Sage 50cloud Accounting
7.9
Workbooks
Enterprise Accounting
Sage 50cloud Accounting
7.3
Workbooks
Configurable Accounting
Sage 50cloud Accounting
8.1
Workbooks
Centralized Rules Framework
Sage 50cloud Accounting
7.4
Workbooks
Standardized Processes
Sage 50cloud Accounting
8.9
Workbooks

Inventory Management

Sage 50cloud Accounting
6.4
Workbooks
Inventory tracking
Sage 50cloud Accounting
6.8
Workbooks
Automatic reordering
Sage 50cloud Accounting
6.6
Workbooks
Location management
Sage 50cloud Accounting
6.9
Workbooks
Manufacturing module
Sage 50cloud Accounting
5.1
Workbooks

Order Management

Sage 50cloud Accounting
5.6
Workbooks
Pricing
Sage 50cloud Accounting
7.0
Workbooks
Order entry
Sage 50cloud Accounting
7.6
Workbooks
Credit card processing
Sage 50cloud Accounting
8.0
Workbooks
Cost of goods sold
Sage 50cloud Accounting
5.6
Workbooks
Order Orchestration
Sage 50cloud Accounting
3.7
Workbooks
End-to-end order visibility
Sage 50cloud Accounting
3.7
Workbooks
Order exception Resolution
Sage 50cloud Accounting
3.7
Workbooks

Sales Force Automation

Sage 50cloud Accounting
Workbooks
7.7
Customer data management / contact management
Sage 50cloud Accounting
Workbooks
8.5
Workflow management
Sage 50cloud Accounting
Workbooks
8.2
Territory management
Sage 50cloud Accounting
Workbooks
7.7
Opportunity management
Sage 50cloud Accounting
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Sage 50cloud Accounting
Workbooks
6.4
Contract management
Sage 50cloud Accounting
Workbooks
7.2
Quote & order management
Sage 50cloud Accounting
Workbooks
7.6
Interaction tracking
Sage 50cloud Accounting
Workbooks
6.4
Channel / partner relationship management
Sage 50cloud Accounting
Workbooks
8.4

Customer Service & Support

Sage 50cloud Accounting
Workbooks
6.3
Case management
Sage 50cloud Accounting
Workbooks
6.2
Call center management
Sage 50cloud Accounting
Workbooks
6.8
Help desk management
Sage 50cloud Accounting
Workbooks
5.8

Marketing Automation

Sage 50cloud Accounting
Workbooks
7.3
Lead management
Sage 50cloud Accounting
Workbooks
8.0
Email marketing
Sage 50cloud Accounting
Workbooks
6.6

CRM Project Management

Sage 50cloud Accounting
Workbooks
7.5
Task management
Sage 50cloud Accounting
Workbooks
7.7
Billing and invoicing management
Sage 50cloud Accounting
Workbooks
6.8
Reporting
Sage 50cloud Accounting
Workbooks
7.8

CRM Reporting & Analytics

Sage 50cloud Accounting
Workbooks
8.6
Forecasting
Sage 50cloud Accounting
Workbooks
8.2
Pipeline visualization
Sage 50cloud Accounting
Workbooks
8.8
Customizable reports
Sage 50cloud Accounting
Workbooks
8.8

Social CRM

Sage 50cloud Accounting
Workbooks
6.6
Social data
Sage 50cloud Accounting
Workbooks
6.0
Social engagement
Sage 50cloud Accounting
Workbooks
7.3

Integrations with 3rd-party Software

Sage 50cloud Accounting
Workbooks
6.9
Marketing automation
Sage 50cloud Accounting
Workbooks
6.7
Compensation management
Sage 50cloud Accounting
Workbooks
7.0

Platform

Sage 50cloud Accounting
Workbooks
4.2
Mobile access
Sage 50cloud Accounting
Workbooks
4.2

Pros

Sage 50cloud Accounting

  • It has the capability of "Single Click" processes that allows you to turn Quotes into orders, instant invoicing and track A/R in the Order Screen
  • I can email Sales Orders directly to my Customer and also remind them of past due from a single screen. I can track Project, Closeouts, Over Seas order by setting up Jobs and clicking the job name in Order Entry.
  • You can use recurring entries and copy and paste on the P&L, using masking for department reporting and budgeting
  • You can use the BI feature and export into Excel in Pivot format and utilize Timeline and Slicer to see the company overall performance by months, day or years
Karen Rollins | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

Sage 50cloud Accounting

  • Sage 50 could use some improvement in the Invoicing Module to allow for more flexibility in the design of the Invoice fields. The report customization tools could use some upgrading for easier use.
  • Fixed assets management module needs to be included with unlimited number of fixed assets.
Reno M. Borgognoni, CPA, CIA, CGMA | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Sage 50cloud Accounting

Sage 50cloud Accounting 9.6
Based on 12 answers
I use this rating simply because I have a thriving Sage 50 consulting practice and will continue to keep my expertise in the product. I have consulted on both Sage 50 and QuickBooks for over 25 years so I have to maintain expertise in the solution as well as accounting and verticals.
Christine Steele | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

Sage 50cloud Accounting

Sage 50cloud Accounting 9.0
Based on 6 answers
Its pretty stable and doesn't have changes very frequently. Upgrades are good, but not the ones that need a user manual when done every time
Priya Sadasivam | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Sage 50cloud Accounting

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Support Rating

Sage 50cloud Accounting

Sage 50cloud Accounting 7.0
Based on 5 answers
Although I have only needed to call tech support on three occasions through out the entire time of usage, each time my problem was quickly resolved by people who were obviously well trained and easy to understand. Sage 50 Premium Accounting is a reliable and "bug-free" product that is regularly improved upon.
Emily Dykema | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 2 answers
No answer on this topic is available.

Online Training

Sage 50cloud Accounting

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Implementation Rating

Sage 50cloud Accounting

Sage 50cloud Accounting 9.0
Based on 4 answers
Sage 50 is a strong accounting software package. It will work efficiently if it is installed correctly. If one puts garbage in, one will get garbage out. Also it is important to train the staff to use Sage 50 properly. It is also important to set up security for each user.
Art Stumpp | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

Sage 50cloud Accounting

As we did the conversion almost 10 years ago it is hard to answer this question. At the time it was the ease of being able to produce both cash and accrual financial statements and reporting that led us to pick Sage
Michelle M. Martin | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Scalability

Sage 50cloud Accounting

Sage 50cloud Accounting 9.1
Based on 1 answer
I define scalable from two perspectives; 1) the scalability to handle more bookkeepers/accountants using the product, and 2) the scalability to handle increasing customer/vendor/employee and transactional data. Sage 50 does a good job on both fronts. From the single users operating a micro-business accounting for customer invoices and bill payments only, to the multi-staff, multi-location, multi-departmental complex transactional operation. Although Sage 50 is quite expensive for that smallest user, it is quite inexpensive for the larger business entity. So, for the new enterprise expecting rapid growth, Sage 50 is the application of choice.
Reno M. Borgognoni, CPA, CIA, CGMA | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

Sage 50cloud Accounting

  • Sage definitely needs to do a better job with customer service. I have had to use them only a handful of times and it was not a great experience but not the worse I've seen. They didn't make us a priority and I felt that they didn't have a sense of urgency. They did address my lack of satisfaction and I can see that they are at least aware of the issues and they are trying to correct them.
  • Sage is exactly what we need in my current organization and I wouldn't change it for another system. I have used quite a few in my lifetime and I would say that it fits our needs.
Nellie Jones (MBA) | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Sage 50cloud Accounting

Pricing Details

Sage 50cloud Accounting

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage 50cloud Accounting Editions & Modules

Edition
Sage 50 Pro Accounting$2991
Sage 50 Premium Accounting$4491
Sage 50 Quantum Accounting 3 UserStarting at $1,4991
  1. per year
Additional Pricing Details
Annual traditional plan with license, monthly, and annual subscription plans available.

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Sage 50cloud Accounting
8.4
Workbooks
7.0

Likelihood to Renew

Sage 50cloud Accounting
9.6
Workbooks
8.5

Usability

Sage 50cloud Accounting
9.0
Workbooks
7.3

Reliability and Availability

Sage 50cloud Accounting
Workbooks
9.1

Support Rating

Sage 50cloud Accounting
7.0
Workbooks
8.2

Online Training

Sage 50cloud Accounting
Workbooks
6.4

Implementation Rating

Sage 50cloud Accounting
9.0
Workbooks

Scalability

Sage 50cloud Accounting
9.1
Workbooks

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