CRM needs work in a support call logging use
October 15, 2015

CRM needs work in a support call logging use

Anthony Reyes | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

I use Sage CRM for support call logging at CBS Inc. and I find it to be slow at times and inaccurate when using the insert note function. Sometimes it will log me out at random. Sage CRM is not very stable when [I am] using it for fast paced support call logging.
  • Integration into accounting
  • Custom workflow
  • Custom dashboards
  • Integration into Confluence
  • Integration into HipChat
  • Statistic reporting
  • Added time to call logging
  • Needs work on statistic reporting
  • It has a good search function
  • ESP
I like that it is web based and it can be used remotely but the reporting of data needs some work.
Sage CRM is well suited for sales leads but not as well suited for a support call logging.

Sage CRM Feature Ratings

Customer data management / contact management
3
Workflow management
5
Territory management
3
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
6
Quote & order management
6
Interaction tracking
1
Channel / partner relationship management
4
Case management
1
Call center management
1
Help desk management
1
Lead management
2
Email marketing
2
Task management
1
Billing and invoicing management
1
Reporting
1
Forecasting
1
Pipeline visualization
1
Customizable reports
1
Custom fields
4
Custom objects
4
Scripting environment
1
API for custom integration
1
Role-based user permissions
5
Single sign-on capability
5
Social data
1
Social engagement
1
Marketing automation
6
Compensation management
6
Mobile access
2