Sage, its 100% worth a try!
March 16, 2022

Sage, its 100% worth a try!

Jeffrey Wallace | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

We have used Sage CRM before in the past which was very effective in regards to keeping our client interactions current as well as allowing us to all know what the last engagement was with the client internally.

Pros

  • 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.

Cons

  • Sage doesn't have the best backend when it comes to communicating within the platform, our goal would be to solely work in the crm and not utilize as many plugins.
  • Overall our experience with Sage has exceeded our expectation however the pricing is over our budget in regards to what our niche is.
Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business.

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

No

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

Overall the usability of Sage is very intuitive for businesses of all sizes. I would recommended any and all small business that are seeking a CRM, especially companies that have experience utilizing CRM's to give it a try.
Sage is a great CRM for a mid (250k - 500k) business as the price points don't align with a small business ( 0 - 249k) business. Although we have changed CRM since utilizing Sage we are considering utilizing it again in Q3 as our business is growing rapidly.
Our company is 100% remote so onboarding remote employees has been fairly easy as the CRM is very intuitive. I can easily log into Sage CRM and see my team members activities, know where they have left off with clients and in turn where I should pick the conversation up with the client. Overall the experience has been great however the expense ( monthly packages ) were over our budget.

Sage CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
6
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
7.7
Case management
6
Call center management
9
Help desk management
8
8.5
Lead management
8
Email marketing
9
8.0
Task management
7
Billing and invoicing management
8
Reporting
9
6.3
Forecasting
7
Pipeline visualization
6
Customizable reports
6
6.0
Custom fields
5
Custom objects
6
Scripting environment
7
API for custom integration
Not Rated
7.0
Role-based user permissions
6
Single sign-on capability
8
Social CRM ()
Not Rated
6.5
Marketing automation
6
Compensation management
7
7.0
Mobile access
7

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