Sage CRM Pros and Cons

The system is very user-friendly. Uploading invoices and filling out the required fields is straightforward and hassle-free. Additionally, searching for previously entered data is quick and easy if I need to revisit it. Review collected by and hosted on G2.com.

I find it frustrating that I get logged out after just 20 minutes of inactivity. Each time, I have to log back in, generate a new code from Google Authenticator, and go hunt for my phone. It would be much more convenient if the system only logged users out after 3 hours of inactivity instead. Review collected by and hosted on G2.com.

Sage CRM has helped to bring efficiency in the customer relationship management (CRM) exercises in our organization. Sage CRM is very efficient in handling basic operations like the management of contacts, opportunities, pipeline sales and performance. Review collected by and hosted on G2.com.

Creating reports with fixed figures and data or preventing useful exploration of sales trends and sales person performance. The immobility of the flexibility of customizing the reports restrains users from getting the desired information format they want. Review collected by and hosted on G2.com.

The Sage CRM platform is very user friendly and have very useful sales and market features. I also appreciate the on the go mobile access the platform has. Review collected by and hosted on G2.com.

The only dislike I can think of is that there is a slow wait time with customer support. Review collected by and hosted on G2.com.

It's easy to use, either we are using phone IOS or Android. Customization is also a beauty of it. Integerate Sage CRM with other CRM is really easy and funn making. There customer support is also very nice. Review collected by and hosted on G2.com.

It's best for Small firms but can be tricky to use at Large firms. Review collected by and hosted on G2.com.

It offers an exceptional experience to improve customer retention. Review collected by and hosted on G2.com.

Everything is working correctly and we have no complaints. Review collected by and hosted on G2.com.

Its simplfied and intuitive user interface makes this softwa a perfect and easy to use product for even a non-Tech team. Also, it provides a advance analytics and visualisation feature to get deep insights of customer data and define future strategies accordingly. It also provides a wide range of paid version which attracts both small and large scale industries. Review collected by and hosted on G2.com.

It does not provide any pilot or free version of this product which does not provide ample time to users to choose if it can satisfy their business requirements or not. Also it heavily depends upon internet connectivity for it's smooth functionality and does not provide any support in offline mode Review collected by and hosted on G2.com.

The one thing I like the most about Sage CRM is that it is so easy to use even when you are new to Sage CRM and it does not take you a lot of effort to come up to speed here. Review collected by and hosted on G2.com.

The Sage CRM is all that a great good CRM is but it does wrong in one place which is the pricing that it could be provided with. This is a lovely CRM otherwise and I like it. Review collected by and hosted on G2.com.

Easy to use interface - The dashboard is intuitive and simple to navigate for sales teams. Workflows are streamlined.

Customization - You can customize fields, screens, and tabs to fit your sales process. Also has an open API for more advanced customization.

Reporting and analytics - Built-in reporting capabilities to track sales performance. Dashboards provide insights into pipeline, forecasts, and more.

Mobility - Sage CRM integrates with popular mobile platforms like iOS and Android so reps can access contacts, calendars, and other info on the go.

Integration - Integrates with Sage accounting software and other business apps like Outlook. Can also connect to marketing automation, ERP, etc.

Pricing - Offered as both cloud-based and on-premises. Pricing considered affordable for small and mid-sized businesses.

Customer support - Good reputation for customer support and training resources. Review collected by and hosted on G2.com.

Learning curve - The interface may not be as intuitive as simpler CRM tools. Can take some time for new users to learn.

Limited customization - While you can customize fields, tabs, etc., the customization capabilities don't run very deep compared to more flexible platforms.

Older technology - Built on older .NET framework and lacks some newer CRM features and capabilities.

Third party add-ons - Reliant on third party add-ons for enhanced functionality like marketing automation. Native features are minimal.

Mobile limitations - The mobile app functionality is more limited compared to the desktop experience. Missing some key mobile features.

Reporting takes effort - Building custom reports takes time and technical knowledge vs drag-and-drop reporting.

Support varies - Support levels can vary greatly depending on location. Larger clients get better support.

Pricey upgrades - Moving to newer versions can be costly compared to upgrading other CRMs. Review collected by and hosted on G2.com.

Sage CRM is a reasonably priced CRM solution, particularly for small and medium-sized organizations.

Sage CRM can be scaled to meet the demands of companies of all sizes , from small startups to major corporations.

Sage CRM interfaces with a variety of different business softwares tools including ERP,accounting and marketing automation. Review collected by and hosted on G2.com.

Sage CRM's user interface is less user-friendly than some of its competitors.

Sage CRM not have advanced features such as marketing automation or predictive analytics.

It is being slow and unresponsive , particularly when working with huge datasets. Review collected by and hosted on G2.com.

I was very impressed with it's automation abilities. It gives you the ability to very quickly set up automated emails, ads, tasks, and more. As a salesperson, it gives you all the foundation you need to do everything much faster and maintain control of how's everyting's going at the same time Review collected by and hosted on G2.com.

I'm not sure if it'd be suitable for larger companies. It worked fine for us as a small sales team but it doesn't have as many data connectors as a couple other CRMs I've seen, so I don't know how easy it would be to push data around when you start getting more leads. Review collected by and hosted on G2.com.