Good customization, Excellent integration with Sage 100
March 15, 2022

Good customization, Excellent integration with Sage 100

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Sage CRM On-Premise

Overall Satisfaction with Sage CRM

We were having trouble keeping a centralized database of customer information. Our previous CRM solution no longer had support for our operating system and we started looking for a new one. We needed a way to store documents, sync orders with our ERP system, record communications, and create dashboards for our salespeople and managers.
  • Integrates tightly with Sage 100 ERP.
  • Easily customizable, most of the UI is javascript and PHP.
  • Is a multi platform being a web based CRM.
  • 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.
  • We have received less support calls for software related incidents than before.
Salesforce didn't have the integration we needed in Sage CRM. The number of dollars spent on hiring developers or buying a product, in addition to the licensing for Salesforce itself put it out of reach.

Do you think Sage CRM delivers good value for the price?

Not sure

Are you happy with Sage CRM's feature set?

Yes

Did Sage CRM live up to sales and marketing promises?

Yes

Did implementation of Sage CRM go as expected?

Yes

Would you buy Sage CRM again?

Yes

Sage 100cloud (formerly Sage 100 ERP), Microsoft 365 (formerly Office 365), Veeam Backup & Replication
Mobile usability needs work, the desktop usability is excellent.
Lackluster. The Sage City Forum has been significantly more helpful than contacting Sage themselves. Their support website is very clunky and hard to navigate, and the quality of phone calls makes tech support unintelligible.
A sales department that needs access to update customer information quickly and easily, without entering the ERP system, where other customer info could be inadvertently changed. A manager who wants to see dashboards of their salespeople, an overall view of sales performance using KPI that are specified by an administrator or the manager themselves. A marketing director who wants access to the customer base to send out mailings, or e-mails. They would have the ability to create exports based on certain filters like location, revenue, industry, etc.

Sage CRM Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
8
Case management
9
Call center management
7
Lead management
8
Email marketing
7
Task management
9
Billing and invoicing management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
10
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
3
Role-based user permissions
6
Single sign-on capability
8
Mobile access
4