Sage CRM

"Easy and Intuitive"

What do you like best about Sage CRM? What I like best about Sage CRM is that it is so highly customizable, so we can add and change fields and layouts to fit our company's business model. We can even create new modules for custom tracking, and we can set security on multiple levels, from module access for a user to the ability for the user to see specific fields on a screen. What do you dislike about Sage CRM? My least favorite part about Sage CRM is the mobile app. You have to download ...

"Sage CRM - Many uses and benefits!"

What do you like best about Sage CRM? Sage CRM is easily customizable to suit any individual company's needs. Since we also use Sage 100c (version 2017) we enjoy a nearly seamless integration. I primarily use Sage CRM as a project and case tracking system as I work as support for our clients who use Sage 100 and other Sage products. What do you dislike about Sage CRM? Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet ...

It saves time

PROS: Everything from customization to when you use the product for your customer and sales needs was easy. The user experience was top notch as we could customize even the minor workflows to make our work effortless. The training bid was easy for our staff as you do not have to be a pro to get up to speed in no time. The Sage CRM was what we truly needed to improve customer relations. Our sales team was able to manage their workflows with ease as automation is key with this tool. We are ...

"Great CRM software"

What do you like best about Sage CRM? Easy to manage client details and documentation as well as a competent ticketing system. What do you dislike about Sage CRM? Search functionality needs some work as it's not as intuative as it could be. What problems is Sage CRM solving and how is that benefiting you? Ticketing works much better than old system and makes managing client information easy to fimd

"Sage CRM is extremely flexible, easy to configure and customize."

What do you like best about Sage CRM? Its flexibility and ease of customization. What do you dislike about Sage CRM? I really like everything it has to offer. What problems is Sage CRM solving and how is that benefiting you? Customer service, Project Management and Sales

"Sage CRM - Great flexibility in features"

What do you like best about Sage CRM? Sage CRM provides a wealth of features and customization tools, allowing flexibility in it's use. We've used it for lead tracking, prospecting, qualification and customer and case management. Therefore many different users touch it and make use of the product. The added benefit of this is being able to see a customer through their life cycle and have visibility at any stage. We definitely get our use out of it! What do you dislike about Sage CRM? Not ...

"Worth a strong consideration. "

What do you like best about Sage CRM? User adoption is the secret to a fantastic CRM. Enabling a high level of customization and ease of access is crucial for many small to medium sized user bases to get into a rhythm of using CRM software. Sage's user interface is dead on, and does a great job of not overwhelming the screens, and allows the adding and removing of nearly every field displayed. What do you dislike about Sage CRM? Integration options for it's cloud based SageCRM.com product ...

"Seasoned CRM Expert with 10 Years Sage CRM Experience Reviews Version 7.3"

What do you like best about Sage CRM? Sage CRM is highly flexible and very customization friendly in either it's on premise version or the cloud releases. The product has very deep feature sets that have been in the product for nearly two decades yet stays current with compliance on all browsers and mobile platforms. What do you dislike about Sage CRM? The calendar and formatting of the calendar for activity and task management are somewhat foreign to the way the most CRM interfaces work ...

"Sage CRM in a Medical Infusion business"

What do you like best about Sage CRM? The ease with which you can customize the smallest of workflows in Sage CRM is truly inspiring. Our turn around times were fast and efficient keeping the Customer Relations and Sales teams extremely happy. The training Sage provided was in depth yet understandable to a novice. What do you dislike about Sage CRM? It took a little ramp up time to implement the system but it was well worth the effort. What problems is Sage CRM solving and how is that ...

"CRM user and consultant"

What do you like best about Sage CRM? Sales interaction with Customer information What do you dislike about Sage CRM? Web access from other devices is unreliable. Recommendations to others considering Sage CRM: Outside of server access made better What problems is Sage CRM solving and how is that benefiting you? Consultants and sales person access from anywhere is the goal