I like the focus on keeping good accounting records at all times
April 05, 2022

I like the focus on keeping good accounting records at all times

Francisco Martinez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

I like the focus on keeping good accounting records at all times. Some systems have a flow of posts to the general ledger without being properly configured or reviewed. GP handles most of the basic functions such as human resource management, payroll, and distribution. has also made great improvements in the update process
  • The system uses SQL as a back-end
  • so using third-party reporting tools is a snap. Payroll, accounts payable
  • has cleaned up much of the double data entry you had to do when using a system
  • offers a wealth of features such as reporting and analysis that serve as forecasting tools and to control
  • I was able to process my monthly payments to my providers in a timely manner and always made sure that my providers
  • received the correct amount. Quite a simple system to use

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

Yes

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

Ad-hoc reporting is easy and sensible, along with journal entry and review. In general, it is a good tool for medium-sized companies. Integration is as easy as highlighting a series of cells containing a description, account, debit, and credit for each line item in the journal entry.you can easily navigate to very specific GL lines because the analysis codes are inside the account string.
I'm also a big fan of the smart list feature. Smart Lists basically allow you to create queries using its easy to use interface. They will return anything (in tabular form) that doesn't require overly complicated join structures on the back-end (database).The home screen should be more customizable, the user should be able to actively move around and resize the data blocks, rather than simply selecting what they would like to include.
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

Sage CRM Feature Ratings

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