Sage CRM

Sage CRM is the best product I have ever used. The best thing which I like about Sage CRM is the ability for email campaigns MailChimp's as it become easier to log in and send mass emails as when required from one tool and from anywhere as all modules are integrated together.

What can I say for you, we are very happy with sage CRM. But still there is something you can work on as we have realised sometimes while working on this and that sometimes support is not available on time or we are not satisfied with answers provided hence if it improves would be great.

The integration all separate modules in one place makes it more cost effective and efficient in comparison to all other tools.We have used Sage CRM for our organisation and found it much better than other tools as it also comes with sales modules wich helps us to track our sales and close sales fast. Apart from that, we can also generate reports as when required for all the modules. I must say that Sage CRM have made things very effective for the organisation hence, I would definitely recommend Sage CRM to others as well. Wish you good luck and keep up the good work.

"Navigation system is supported by a classic browser based interface with tabs on the top and the images on the left side. Dashboard has both the options of getting displayed in classic or interactive way. Once can select the predefined template for dashboard when it comes to sales, marketing & customer service Ease of use, ability to interact, and Customization ability give Sage's dashboard an good quality rating. When it comes to customer support and help desk, technical issues via phone, web, email, and live chat is always available to analyze the issue and providing the resolution"

"Limited integration capabilities Exporting of report is supported only in CSV report. Hence user has to always relay on CSV format for analyzing the data from the Report. Many of other CRM software support generally supports XLS and PDF Formats. Also provision for competitor tracking is missing in Sage CRM I felt integration support with external app is not that much great. Email can be integrated only with outlook and one has to go outside CRM for accessing other application. "

Sage CRM is a good choice for small to medium sized businesses looking for a budget-effective CRM system. With this CRM, once can perform basic sales, marketing, and customer support automation required for the business organization.At $39 per user per month, Sage CRM is one of the most budget friendly CRM products available on the market today.

When I was suffering from the issues of customer relationship and the database, I took Sage CRM. Someone recommended me that this works perfectly for sales automation. It really solved the issue and helped me in social CRM, target marketing, mobile marketing and ultimately accelerated sales. It was very nice to have Sage CRM for relationship management.

In start of my usage I found it difficult and complex one. But I was happy to know that I am working in a free trial, fro free trial I took training and then I use it further for my CRM department. There is need to make the functional tools more prominent. It works with collaboration of some other software, this collaboration is necessary for having more marketing of Sage CRM software.

Sage CRM is my helper since I took its first trial.It is attractive kind of software working with collaborative tools. Sage CRM helps me for marketing campaign too as for email marketing campaign that helps to engage the user constantly. Mobile marketing is also possible with Sage CRM. All in all, i can save all the data for further consumer engagement.

SageCRM is a very popular customer relationship manager which is available as a free trial in order too see what you're getting and there's no credit card required for this. I have researched over two dozen customer relationship managers and most very recently so was curious to get around to SageCRM and see why over six million customers use SageCRM. I don't know if that includes free trials or what but that's a huge number and says something about the company certainly. I've also done research into reviews regarding the software and was curious to learn more because at first glance your account seems rather basic but once you click on the profile icon and head into your Administration area you discover there is a lot more to it than meets the eye. This is a massively configurable and highly customizable customer relationship management software with incredible versatility and flexibility. There are about a dozen or so The MailChimp email integration is great I am a user because they have good deliverability rates and you can use a free account for new projects. Yammer would be helpful as an internal social collaboration tool and it's available to you if you use it already in a few clicks. Facebook and Twitter integrations make it useful as a sales tool in these social channels. The Sage Builder is an amazing tool which allows you to be a modular application using the tools from the CRM. This is an incredibly creative idea which has virtually unlimited uses for project and task management, inventory and stock management, employee profiles and the list goes on and on. The ability to clone your current CRM setup into a new dashboard is cool too, if you're testing or starting a new product or service, or have reached a milestone otherwise which requires you to break off from the current pipeline and start fresh with your contacts otherwise somehow. The Advanced Customization features are what really blow me away about this CRM though. The Key Attributes tab allows you to build a contextual log of your choice of dynamic criteria which you can use to group or categorize certain aspects or types of companies in order to utilize this data in a specialized way. The work flow tab is absolutely incredible in terms of advanced you can optimize it using mind map like system to visually create your flow and link actions to triggers and conditions which are met when you do certain things. This would take time to optimize but holy smokes could you ever become a wizard with how efficiently you could eventually master this program. The Escalation tab take your workflow to the next level in that it raises the significance of any particular item by tagging it as a priority and linking it to a larger grouped category which includes it in an efficient interconnected hierarchical system. You can also set up your menus across devices in hundred of ways. And enable mobile access on 99.99% of devices with custom configuration capabilities in your account so that's another feature which differentiates this CRM.

The integrations seems a bit on the light side with about a dozen or so which is great that's very helpful but they could differentiate itself from their competition further this way. There is a definite learning curve to this software which would take significant time to setup the best way but I believe it's certainly worth that investment.

To become a power user of SageCRM would take years likely for just about anyone. You can have a basic setup running just about out of the box but it pales it comparison to the full potential of this CRM. The maximum optimization required in order to create the most streamlined efficiency and productivity is a significant time investment though worth it if you're in it to win it for the long term. I like getting to know a software as a power user which I'm doing for Photoshop for example, though as a small business the investment it takes you do so is not worth the progress I can be making by utilizing it in other ways that are simply inline with my current business processes and operations. I prefer HubSpot CRM because it is the exact opposite of SageCRM in many ways. It's extremely simple to use with full capabilities to suit my current business needs. But that wouldn't stop me from recommending SageCRM. It would be the top of my list to you if configuration and customization are what you need because it's definitely worth the investment if you're building a business have yet to scale up or have plans to do so.

Easy to use and experience high end user adoption, has point and click tools for adding new fields to existing tables

I would change the grid customization, chart tool, marketing module to be more details and customized

highly customization and allow for consolidating functionality from one or more legacy databases into a single solution.

Sage CRM offers tools to manage new and existing client relationship to optimize the customer experience by increasing the revenue and making it more efficient. It allows mobile capabilities and can be used via cloud based and on premise. It has lowered the cost incurred to administer and increase the productivity of the team.

It is not as customizable as expected. Dashboards are also limited in features and the reports are only exported as CSV and no other formats are available. It lacks the ability of integration with social media tools and it does not have extensive storage in app mode as compared to other products in the market.

Sage CRM is more suited for small and midsized companies with only in house operations and no overseas operations involved. It is for those companies which are evolving and growing quickly with team of people skilled on it to configure it properly and can scale up to hundreds of user easily.

Fully customizable, easy to learn, standard old fashion development with the ability to apply and implement new features with ease.

Missing essential features (but doesn't affect the whole process) like editable grids and social media.

It targets the medium sized business's but it can be extended to reach an enterprise level, and since the customization are done using Microsoft .Net, HTML, JS, and jQuery it is easy to learn and implement.

Sage CRM is one of the easiest systems to customize and adding new modules to.

certifications and integration with other systems and products, plus some current integrations need to be enhanced

Great system with solid features and framework, very easy to customize and to develop in.

dynamic workflows , escalations , send emails and notification per group , dynamic group per contact , opportunity , dynamic create screens and reports, enable write command line on create script ,validate script, and client side.

missing URL parameters during post back the page, editable list. mass insert and mass update, license key per version with unlimited time

dynamic system you can create entity with small workflow and escalation during 3 hours, you can use CRM as dynamic development engine/

Sage CRM is a very prevalent customer relationship tool. Free trail is available for this tool so that it will be easy for the business to analyze whether it suits their business requirements. Also no credit card required for this. This is the fantastic tool which allows the user to use modular application. This tool is also capable of forming the clone of the current CRM into the dashboard. The advanced customize features of this tool is the differentiating factor with the other CRM tools available in the market. Key attributes tab, workflow tab, escalation tab are few examples of advanced features. You can also set up your customized menus list across devices in multiple ways. It also enables mobile access on 99.99% of devices with custom configuration capabilities in your account

Customization of the tool is not in line with the price of the tool. I required more fields to be customizable as per my business requirement but customer support service is not very helpful to guide. There is also the lack of social media tools like Linkedin The integration part is the little bit tricky and require more time. The dashboard also has limited features. Moreover, MIS reports can be exported only in CSV format. No other format for report extraction is available in this tool.

Sage CRM is more suited for small and midsized business having only in-house operations and no involvement of overseas business operations. It is built for the companies which are growing and expanding at the fast pace with skilled workforce. This skill staff configure the tool properly and can scale this toll to hundreds. Mobile marketing option is also possible with Sage CRM. All the critical data and information can be saved for further customer engagement. Overall it is very attractive software having the variety of features.