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.
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What is Sage CRM?
SageCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution. It can be fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.Sage CRM Customers
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Presales Engineer at a tech services company with 501-1,000 employees
Fair pricing and good quoting features but needs better monitoring of transactions
Pros and Cons
- "We have found the solution to be stable."
- "With regards to monitoring the transaction with alerts, it could be better."
What is our primary use case?
The solution is basically a quoting tool that monitors a transaction. It's a transaction tool - from quote to invoice.What is most valuable?
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.What needs improvement?
With regards to monitoring the transaction with alerts, it could be better.For how long have I used the solution?
I've been using the solution for two or three years. It's likely closer to two years.Buyer's Guide
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May 2022
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What do I think about the stability of the solution?
The solution is very stable. There are no bugs or glitches. It doesn't crash or freeze. It's pretty reliable.How are customer service and support?
We've never had an issue with technical support.How was the initial setup?
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.What was our ROI?
We have seen a pretty good ROI so far.What's my experience with pricing, setup cost, and licensing?
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.What other advice do I have?
I'd rate the solution a seven out of ten. If there was better monitoring of transactions, I'd rate it a bit higher.Which deployment model are you using for this solution?
Private CloudDisclosure: My company has a business relationship with this vendor other than being a customer: customer
Last updated: Apr 1, 2022
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