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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Zenkit is a good tool to manage your own projects and sharing progress with colleagues. If you are looking for a tool to accomplish this use case, Zenkit would be my first recommendation.
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 Axonic Informationssysteme GmbH
Multiple Views - Kanban.Cards, Lists, Tables & even Mindmaps Addition of custom fields which included numbers In table view this can be filtered & numbered fields can have totals at the top. Zenkit has handy pre-buitl templates for different kinds of use such a CRM Has the ability to change field content across cards via bulk action. Neat! Can have formulas in Cutom fields Calander syncs to Google calendar Can bulk import Trello lists & cards easily 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 Axonic Informationssysteme GmbH
There are some instances where the dashboard gets laggy and buggy. But goes back to normal in a few minutes Integrations still not that advanced--but there's still room for improvement Not recommended for teams with more than 6 people-- you will need to upgrade your account to Premium. 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.
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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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Performance 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
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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
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The support is always friendly and offers fast solutions if possible. Bugs were removed in the next hours after contacting the support. They have also a lot of tutorials and great documentation.
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.
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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.
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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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As described before, Zenkit adds a lot more flexibility to the things the other applications can do. But this also means that there is no predefined structure which might be helpful for some people. Zenkit is working on that and is releasing some apps building on the core, so that could improve over time.
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 Axonic Informationssysteme GmbH
For the price, it is definitely worth a punt. Helped me manage tasks, processes and strategic goals thus saving time & being more efficient. SImple to learn & plenty of tutorials so onboarding was straightforward. Read full review ScreenShots