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
WideOrbit
Score 10.0 out of 10
N/A
WideOrbit offers sell-side ad management solutions for media companies, including programmatic capabilities for TV, radio and the web.
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
I think for the purpose of our business, WideOrbit is one of the better systems I have worked on. No system is every perfect, but WideOrbit seems to be a lot better than the system we've worked on in the past. The fact that it is able to integrate other third-party systems into it is also very helpful. We have recently moved to a new avail system for our sales executives, and the fact that they can easily transfer avails and schedules into the order system in WideOrbit is very helpful.
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.
Wide Orbit offers a wide variety of reports, as a user- you are able to maximize these to your advantage and include as much or as little information as necessary for internal use or for your clients.
It's fantastic to be able to reference all of our orders in one place and track completion process from order entry to approvals and actual air time/run dates
Very user friendly and efficient to use.
The Revenue Reports are especially wonderful, and can be sorted according to whatever perimeters you desire.
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.
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.
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.
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
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.
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.
I would say that WideOrbit is much better than Pilat in terms of its ease of use. One major factor was that WideOrbits customer support is stateside and easily reachable if help is needed. Pilat was located in Europe I believe and getting assistance was very hard. As far as just the overall day to day usage, WideOrbit is leaps and bounds better in the area of functionality
The system doesn't seem to work well with any of our digital platforms. For example, we can input an order and track an approval process through our finance system and see the invoice, but actual execution of any digital assets are NOT done through Wide Orbit
