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