Sage CRM Reviews

51 Ratings
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Score 7.5 out of 100

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Glen Mund | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
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Kari-Ann B. Ryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

Return on Investment

  • One of the most positive things I find when working with my clients on Sage CRM is in their development or implementation of their process. It helps them better define it and then work on it. Ultimately making them more efficient with a higher ROI.
  • If Sage CRM is not bought in by the entire team, the ROI will be much lower and possibly even result in failure. They may not remove the system but they may not use it to its full potential. The buy in needs to be implemented by management, team leaders, and their Sage partner to aid in the success of the solution.
  • Better customer service is a big one that I see as a positive ROI. It is so much more efficient to be able to pick up the phone and make a call to a client or prospect when you can visually see all the communications that have gone on with that client. You are more informed and therefore better equipped to fulfill your clients needs, whatever they are.
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Monroe Singh ☁ | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Compared to what other clients have used, Sage CRM increased productivity of the sales team.
  • The adoption of a new CRM system was a lot quicker with Sage CRM than I have seen with other products.
  • It has helped clients provide better customer service
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Matt Daniels | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Increased productivity. My salespeople use it mostly as a task management tool.
  • Better Customer Service. This one definitely applies because it keeps reminders for my employees to keep in touch with their existing customer.
  • Frustration. This is a negative but it's mostly our fault. We let the database get so diluted with bad and old leads that it's not hard to sort through everything. Sage has not been very helpful in customer support on this issue.
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Luis Brea | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

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
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Gary Perkins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source

Return on Investment

  • SAGE CRM has improved both our overall customer service in this particular area, but helping to automate email notifications, resulting in less client chasing of a case and also giving the client visibility on who is dealing with their case or issue and the expected time-scale for completion.
  • The ability to do self service and raise a case on our website enhanced our customer service image, but more importantly meant that clients completed all the key details when filling in a request. So. whilst clients liked the 24 X & capability to log a case, once we deal with it, we often has a lot more useful information and were many times able to close the case quicker.
  • In addition, maintaining the focus on Customer Service, the ability to create Solutions with common fixes has meant that first line staff can search for a Solution first, closing the case quicker before the need in many cases to escalate to a 2nd Line consultant. The best example of this is that I myself had a Customer Call one Christmas Boxing Day (26th Dec.), a Bank Holiday in the UK, but client had my mobile. Luckily, although, I was at my in-laws, I could dial onto SAGE CRM, then checked for a solution and was able to help the customer restart their own 24 x 7 service.
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Danny Estrada | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

Return on Investment

  • Faster lead conversion
  • Increased employee efficiency
  • Exception handling outside of accepted business policies
  • Integrating other systems
  • Better demand forecasting
  • Improved inter-company communications
  • Easy upgrades through browser delivered interface
  • Minimized IT support
  • Faster reporting for better analytics
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Jay Lentz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source

Return on Investment

  • With multiple offices and limits on face to face time, we can all see what we need.
  • Accountability is strong.
  • Client communication is much tighter.
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Brandon Church | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Increased conversions because of the improved lead funnel management. It was very easy to manage leads through the process and easy to customize the steps in the funnel.
  • Increased employee productivity because of the call lists that were pulled out of SageCRM. Sales reps were able to make more calls then before.
  • Better customer service because of the ability to leave detailed notes about each prospect.
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Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Lead and opportunity generation is simple and efficient
  • Trying to connect it to Sage 100 caused massive issues which wiped out contacts. We decided afterwards never to link them up again even if Sage claimed they "fixed" the issues.
  • Tracking current opportunities and having weekly meetings around those using the CRM has increased focus on the leads/opportunities.
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Anonymous | TrustRadius Reviewer
October 06, 2015

Why I Miss Sage CRM

Score 6 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Increased employee efficiency.
  • Easier customer interaction tracking.
  • Ability to collect mass amounts of data across many fields and export out.
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Anonymous | TrustRadius Reviewer
April 29, 2015

Easy peasy

Score 10 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Easy tracking of conversations
  • Follow up on contacts
  • Status
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Anonymous | TrustRadius Reviewer
April 29, 2015

Reasons For Sage CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Sage does well with the customer service aspect of our business. Knowing what was discussed at a previous meeting with a client helps tremendously with building rapport with those clients.
  • Efficiency is built into Sage because at the tip of your finger you have access to all client information.
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Anonymous | TrustRadius Reviewer
January 30, 2015

SAGE CRM - End User Eval

Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • It's used to quickly assess if a consultant is between engagements, coming to the end of an engagement, etc. which allows for quicker turnaround on placements.
  • It's used for client management; contacts can be quickly added/deleted as contacts change; the sales reps can be quickly accessed if needed to address client needs or concerns.
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Anonymous | TrustRadius Reviewer
July 18, 2014

Sage CRM

Score 7 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Much better deal tracking
  • Great historical record of emails and touches.
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Anonymous | TrustRadius Reviewer
July 14, 2014

Twisted Insight

Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Better customer service is good when all pieces are in place.
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Feature Scorecard Summary

Customer data management / contact management (10)
10.0
Workflow management (9)
10.0
Territory management (10)
10.0
Opportunity management (10)
10.0
Integration with email client (e.g., Outlook or Gmail) (9)
10.0
Contract management (7)
5.6
Quote & order management (9)
10.0
Interaction tracking (9)
10.0
Channel / partner relationship management (9)
10.0
Case management (9)
10.0
Call center management (8)
10.0
Help desk management (8)
10.0
Lead management (9)
10.0
Email marketing (8)
10.0
Task management (9)
10.0
Billing and invoicing management (7)
10.0
Reporting (6)
10.0
Forecasting (9)
10.0
Pipeline visualization (9)
10.0
Customizable reports (10)
10.0
Custom fields (10)
10.0
Custom objects (9)
10.0
Scripting environment (9)
10.0
API for custom integration (8)
10.0
Single sign-on capability (10)
10.0
Role-based user permissions (6)
10.0
Social data (8)
10.0
Social engagement (8)
10.0
Marketing automation (8)
10.0
Compensation management (6)
10.0
Mobile access (9)
10.0

About Sage CRM

Over 14,000 small and medium sized companies across the globe use Sage CRM. The vendor says Sage CRM helps users to accelerate sales, drive business productivity and make customer interactions count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and leverage mobile developments to further grow their business. 

Sage ERP can be connected to Sage CRM. The vendor says this integration can yield better business insight, increased efficiencies and productivity, and a single, customer-centric view across their entire business. 

Sage CRM Features

Has featureQuick To Deploy
Has featureEasy To Use
Has featureConfigurable
Has featureFlexible to Customize for Your Workflows
Has featureAffordable

Sage CRM Integrations

Sage 300cloud (formerly Sage 300 ERP), Mailchimp, Microsoft Outlook, https://community.sagecrm.com/add_on_store/default.aspx

Sage CRM Competitors

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
On-premise EditionPricing DetailsTerms
Sage CRM (on premise)Lifetime License per Seat
SaaS EditionPricing DetailsTerms
Sage CRM (cloud)$45Per User per Month

Tiered pricing is available for multiple users.

Sage CRM Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
40%
Mid-Size Companies (51-500 employees)
50%
Enterprises (> 500 employees)
10%

Sage CRM Support Options

 Free VersionPaid Version
Email
Forum/Community
FAQ/Knowledgebase
Phone
Live Chat

Sage CRM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows
Mobile Application:Apple iOS, Android
Supported Countries:24 countries worldwide
Supported Languages: Multi-language