Likelihood to Recommend
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
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LIES! LIES! LIES!!!!!!!!!!!!!!!!!!!!!!!!Service Titian caused us so much grief and our company thousand's of dollars. They promised us they work well with our Quickbooks program. LIES! The amount of hours we spent on the phone with them, they should be paying me! All the issues that came about, they didn't even know how to fix themselves. We had to wait days for them to come up with solutions and call us back. So many batch's we transferred over to Quickbooks the amounts were completely wrong, doubled our transactions, or put into the wrong place. As you can see with other reviews the managed tech's price is outrageous. As well as the time cards, we always had errors we had to fix with that as well. DO NOT USE SERVICE TITIAN, IT WILL MAKE YOUR JOB 1000X HARDER!!!!!!!!!!!!! WAY TOO COMPLICATED THEN IT NEEDS TO BE AND HALF THE EMPLOYEES DON'T KNOW HOW TO HELP YOU.
Read full review Pros 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 Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here. Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however. Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple. Read full review Cons 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 We'd like to be able to text estimates (currently, email is the only function) We'd like to have audit trails on Customer and Location records (currently only at the job level) We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office. 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
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
Read full review Support Rating
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
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.
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No comparisons. Everyone tries to emulate Service Titan. Service Titan has had the best support. Service Titan also seems like they have a better development team to build out their product and listen to client feedback. Where that's helpful is that they're constantly pushing the envelope of what's possible with enhancing client experience and streamlining operations for a business owner.
Read full review Return on Investment 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 We can more effectively retain customers and send them offers if it's been a while since their last visit. Our cash flow has dramatically improved because now the technicians invoice everything. We can get estimates out the door within the hour, not days later. Read full review ScreenShots