Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.
The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Partner Platform
Score1 out of 10
Small Businesses (1-50 employees)
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the
entire life-cycle of the agency’s client relationship from pre-sales to servicing
to renewal in a unified system that has: sales & marketing client, policy,
& financial management agency-branded mobile app integrated text messaging data…
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
Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.
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.
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
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.
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
Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
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.
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
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.
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
I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.
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
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
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
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
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.
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
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.
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
