Sage CRM

Sage is an excellent resource for account management

Opmerkingen: I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data

Pluspunten:

I liked the ease of updating accounts and billing clients.

Minpunten:

I found the process complicated and not as user friendly as it could be to load a client account.

Sage is great

Opmerkingen: Easy to navigate and links with your clients etc.

Pluspunten:

Easy and always updating to perform better.

Minpunten:

Would b nice if it could synch w outlook.

SAGE is outdated

Opmerkingen: I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that.

Pluspunten:

I never liked SAGE compared to other CRM. I couldn't WAIT for our company to move to another CRM.

Minpunten:

It was clunky, it was hard to manage my DB of contacts. Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious.

CRM - make it work for you

Opmerkingen: Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software

Pluspunten:

I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options

Minpunten:

Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside

Sage CRM's newest version s a refreshing improvement over the older UI

Opmerkingen: The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.

Pluspunten:

Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.

Minpunten:

The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.

The powerhouse of small business accounting

Opmerkingen: Everyday accounting and balance sheet reports. Links very well with my accountant.

Pluspunten:

A solid reputation that lasts over the whole product timeline.

Minpunten:

There are many different functions and each one costs money. The subscription based payments mean it is difficult to break away onto another platform

Industry Standard so everyone uses it

Opmerkingen: It allows us to all our accounting in one program

Pluspunten:

you are able to create change proposals and then change orders in order to track costs and link everything together

Minpunten:

There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.

Sage CRM is Great

Pluspunten:

A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible

Minpunten:

I love using this, and no problem with this tool. It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork

Essential in the construction world

Pluspunten:

From what I know Sage is largely used in the business/construction world, it's essential to any professional

Minpunten:

At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth

Easy to use

Pluspunten:

The learning curve on this software was shorter than other ones I've used in the past. Workflows were not difficult to set up.

Minpunten:

Although there is a short learning curve to get up and running. Becoming proficient is another thing. There is a lot of room for customization that requires better training.

Not a fan of Sage CRM

Opmerkingen: We opted to use a different CRM for our main CRM needs because we felt like there were better CRM options and features in a different product.

Pluspunten:

The fact that we can store Software renewal information in the system and use for software renewal billing reminders.

Minpunten:

How hard the product it is to use and the pricing.

The Truth about a System - the heart of the business needs to actually use

Pluspunten:

I'm sure its a dream for administators - who get to pull data easily (If the data is actually inputted is a different story)

Minpunten:

I won't even discuss the look of the system (yet) This system is most effective for people who have nothing else to do but (write) about what they should do. Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done) That in itself is the MOST counter productive frustration - i have ever had to deal with! Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP! 96minutes of NOT making a sale - on 1 (one) recurring task Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input Built without user experience in mind!

Sage Software

Opmerkingen: Overall I like the software but there are definitely areas where it could be improved.

Pluspunten:

I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

Minpunten:

There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

SAGE CRM keep our whole business under one software

Opmerkingen: We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software.

Pluspunten:

SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects.

Minpunten:

Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times.

Good CRM but not very user-friendly

Opmerkingen: It was a great learning for us that comparison of the software before purchasing is an important aspect.

Pluspunten:

The in-built business processes are good and very basic to deploy in the initial stages

Minpunten:

Well a long list I have for this section: 1. Pathetic customer support 2. Less competent product knowledge to "customer support specialist" 3. Not user friendly software 4. Lot of technical backed problems

Honest CRM Review

Opmerkingen: Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity.

Pluspunten:

Professional look of items printed and organizational capabilities

Minpunten:

It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire

SAGE CRM - The honest reveiw

Opmerkingen: Good , it was pleasant and could work within a day of playing around with the setting and options

Pluspunten:

Easy to learn - the more you work with it , the easier it becomes. Save time and sales is all about time management

Minpunten:

The resources intensiveness , entry level computers will not do good with the is program It needs a high speed intenet to not get frustrated with the slowness

Terrific sales funnel management , single database for all leads and sales

Opmerkingen: Organized Sales funnel tracking, lead management, became smarter during the sales process.

Pluspunten:

What I liked most was the ability to manage our leads and prospects all throughout the sales funnel. Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier.

Minpunten:

A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program.

Complex for my Small Business

Opmerkingen: Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business.

Pluspunten:

The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc.

Minpunten:

I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments.

User friendly

Pluspunten:

It's very easy to find information. Everything seems intuitive.

Minpunten:

Running reports can take a while. This may be because of the amount of data we have housed in the CRM.

NOT user friendly!

Opmerkingen: It doesn't work. There is WAY too much "technical jargon" that the average employee doesn't understand. You need a degree in IT and coding just to figure out how to change a field or what a field even means or is asking for. There is very little support for crm. You HAVE to use 3rd party contractors who charge you every single time you have an issue or don't understand what the extremely unclear technical language is asking for. The training is very limited and minimal. All around terrible product for these reasons.

Pluspunten:

Nothing about this system I like it's awful

Minpunten:

It doesn't work. There is WAY too much "technical jargon" that the average employee doesn't understand. You need a degree in IT and coding just to figure out how to change a field or what a field even means or is asking for.

Sage CRM does exactly what you need

Opmerkingen: Fantastic.Does what wee need to track jobs, costs and time

Pluspunten:

Record Management. Job Costing. Purchase orders all essential for tracking Individual jobs

Minpunten:

Slow to learn but worth the time. Hang in there

We wouldn't trade Sage for anything!

Pluspunten:

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

Minpunten:

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

2012 Version - Archaic data collection with poor integration tools

Pluspunten:

There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless.

Minpunten:

Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around!

Great Idea, tough to use

Opmerkingen: OK product. No longer use it.

Pluspunten:

Logically made sense to go from one step to the other.

Minpunten:

Everything takes forever to load. The more people on it, the worse it gets. Cannot use remotely through a VPN.