Sage CRM Reviews

The tool has been mainly meant for areas related to accounts, order entries, inventories, purchase orders, and invoicing for up to a year, so it serves as a limited CRM tool.

The most valuable feature of the solution stems from the fact that the inventory control part is good. Accounting and finance are also good areas for the tool. The scalability offered by the product is good. My company plans to add 20 more users to the product. It is possible to add users and access modules along with reports in the tool.

In the next upgrade, my company expects the tool to have the ability to apply travel expenses. In the next version of the product, I want the product to add the travel desk management module since it is an area that the tool currently lacks.

From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly.

I have been using Sage CRM for two years. I use the solution's latest version.

Stability-wise, I rate the solution a nine out of ten.

Scalability-wise, I rate the solution a nine out of ten.

In India, my company has 80 users. At a global level, there are 105 users of the tool in my company.

The solution's technical support is fast to respond. Whenever my company needs to make changes to the product due to the government's changes in the tax structures, the tool's technical support team helps. I rate the technical support a ten out of ten.

Positive

The product's initial setup phase is not complex.

During the deployment process, users need to take care of areas like rescaling data, data storage, scalability, and ERP.

The solution is deployed on an on-premises model.

The solution can be deployed in two to three hours.

The solution can be deployed with the help of my company's in-house team members. There is also a local consultant in our country. If my company needs some kind of customization or changes in the data or table, the tool's local consultant will help us.

The product's benefit stems from its being a good tool for our company. We can access data at any time, generate reports, and send them via email.

Though my company has to have a perpetual license per user, there is a need to make annual payments towards the costs attached to the support my organization receives from Sage CRM's technical team. It is not an expensive product. It is a moderately priced product, meaning it is neither expensive nor cheap.

Speaking about the product's ability to improve sales processes, I would say that even though the tool offers project management capabilities along with ERP functionalities, my company doesn't use it for project management or HR-related areas. My company majorly uses the tool for finance, logistics, and inventory control.

I haven't had the need for my company to not integrate the tool with other products. Though my company uses the product separately, we can export Sage CRM into Excel, after which the data can be integrated with other software products. Though the tool can be integrated with other products, my company doesn't do it because Sage CRM is enough for us.

The analytical reporting part of the business product is good. The analytical reporting part of the product is used for financial years, along with the profit and loss reports and inventory reports. For the sales part in our company, we use the analytical reports generated by the product to help the sales people in a region-wise, sales-wise and product-wise manner.

In my company, one of the teams will be changing from Sage CRM to Microsoft Dynamics.

I recommend the product to others who plan to use it, especially since it is a tool suitable for medium-sized companies and not for enterprise-sized businesses. Medium-sized companies can use the product since it is an economical and reliable tool.

I rate the tool a nine out of ten.

The Sage Accpac solution has definitely been the most valuable because the finance features are excellent. The second most valuable feature is the distribution. We upgrade to the latest versions as they are released and make use of new features as they become available. 

I have been using this solution for more than 16 years. 

This is a stable solution. We have used it for more than 16 years in a number of companies and industries. 

The scalability of this solution depends on whether you have a team that can configure it for scale. If a team has the necessary capabilities and scope, this is a scalable solution. 

We have not needed support from Accpac on a regular basis. If we experience a cyber attack or data breech, we may raise a support ticket and ask for their help.

The initial setup is straightforward. Deployment takes one day but configuration could take one month or two months depending on a customer's requirement and their master data.

We have seen ROI from using this solution.

We pay for eight core modules and 20 user licenses and this costs us $1500 per year.

Sage is a mid range company in Bangladesh. This software can be easily adapted for financial distribution, sales and manufacturing purposes depending on a particular business' use case.

I would rate this solution an eight out of ten. 

I can use the solution for virtually everything because all our inventory, finance, data analytics, and everything fits into Sage.

The part I like the most is the reporting. We can get reports across all the departments from a central dashboard in Sage.

We used to face downtime, in which some of our other platforms had issues synchronizing with Sage. I don't know whether it's an API or design issue somewhere, but there are these interfacing issues where systems sometimes don't talk to each other.

Other than that, I would like Sage to improve their UI.

I started using Sage CRM in my current company, and I've been using it for six or seven years.

Less than 20 users use this solution at my organization.

I rate Sage CRM an eight out of ten because we have had benefits using the solution so far. I recommend others use Sage CRM because if many people have basic training and knowledge about the solution, it's easy to recruit and bring them on board for Sage, and they fit into the role easily. It's worth learning how to use the solution.

The solution is on the cloud but the database is on-premise.

Sage CRM is a system for managing customer relationships that facilitates networking and communication between an organization's users and suppliers in a business context.

The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool.

The integration with Microsoft Office 365 is good.

Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads.

I have been using Sage CRM for approximately four months.

Sage CRM is stable.

In my customer's company, there are approximately 30 users that interact with clients.

Sage CRM is a highly scalable solution. However, it may not be as scalable as other solutions, although I haven't made a direct comparison.

Sage CRM offers satisfactory customer assistance. I frequently consult the wide and beneficial online knowledge base for information about CRM. Although it is not exceptional, technical support is good.

The initial setup of Sage CRM is easy and not difficult. However, the workflow management part can be challenging, but it is still doable. Overall, the process is manageable.

The time for the deployment depends on the person that is doing it.

From an African perspective, the solution is relatively expensive.

I would encourage people to use this solution.

Sage CRM is effective because it allows for all communication, transactions, cases, opportunities, and leads to be accessed by team members. This means that even if an individual is absent, the team can still respond to clients, customers, or suppliers in a timely manner. As a result, there is a high level of efficiency in decision-making and time management with the use of CRM. It is highly flexible.

I rate Sage CRM an eight out of ten.

Sage CRM is our customer relationship management solution. It's similar to Zoho, but we have customized it for all of our operations and processes. It's integrated with our Sage 300 ERP platform, so all of our transactions are registered and recorded. 

Sage CRM is flexible, customizable, and user-friendly. 

Sage CRM doesn't have a dashboard for dynamic reporting. 

I have used Sage CRM for 15 years. 

I rate Sage CRM eight out of 10 for stability. 

I rate Sage CRM seven out of 10 for scalability.

We have an internal development team to deal with any issues or limitations.

I'm an administrator, so I wasn't involved in deploying Sage, but it takes about four or five hours to deploy if you aren't doing any customization. 

I rate Sage CRM eight out of 10. 

We use the product for managing leads and cases. It helps us track cases through customizable workflows and efficiently handle lead tracking.

The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions. Its ability to track leads and identify their sources is beneficial. 

The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement.

I have been using Sage CRM for approximately five years.

The solution is stable. 

The solution is scalable.

We primarily relied on the knowledge base, admin, and user manual for support. We did not require extensive technical support, as our implementation was straightforward.

The initial setup was straightforward.

We implemented the solution in-house.

While the solution provides value, many find the licensing costs relatively high and believe there are less expensive CRM options available in the market. However, these alternatives often present their challenges. 

The product is expensive. 

I rate Sage CRM an eight out of ten. 

The solution is basically a quoting tool that monitors a transaction. It's a transaction tool - from quote to invoice. 

The quoting feature is the most valuable aspect of the solution.

The pricing is pretty fair.

We have found the solution to be stable.

Technical support hasn't let us down yet.

With regards to monitoring the transaction with alerts, it could be better.

I've been using the solution for two or three years. It's likely closer to two years. 

The solution is very stable. There are no bugs or glitches. It doesn't crash or freeze. It's pretty reliable. 

We've never had an issue with technical support.

I was involved in the initial setup and am a super-user. Anything new starts off a bit complex and then eases into becoming more easier.

We have seen a pretty good ROI so far.

Our company is an enterprise and we use the solution for a multimillion-rand company. For handling the loads of money coming in and out, the price for an enterprise is good.

I'd rate the solution a seven out of ten. If there was better monitoring of transactions, I'd rate it a bit higher.

We use Sage CRM internally, and we are also a reseller of many Sage products. I use it to record the timesheet for collaborators, and I also use it to record all the opportunities with the customers.

We are using its latest version.

It has been helpful for opportunity management and lease management.

Its user interface could be better.

Their support could be more rapid.

I have been using Sage CRM for 10 years.

It is very stable.

It is scalable. We have less than 10 customers who are using this solution.

They provide good support, but their support could be more rapid.

It's a little bit complex. It took one hour. One or two people are enough for its deployment.

We have a yearly license.

I would recommend this product to other users who want to start using it.

I would rate it a six out of 10.