Sage CRM Description

Sage cloud-based CRM tools and systems can increase customer loyalty and drive revenue. CRM stands for Customer Relations Management. CRM is a method of managing and tracking interactions with prospects, leads, and customers throughout every stage of a company’s sales cycle. CRM tools allow you to focus on your customers while ERP allows you to focus on running your company. CRM software allows businesses to improve customer relationships by automating communication and activities across all departments, including sales, marketing, and customer service. Cloud CRM systems offer a level of automation that allows businesses to run smoothly. Cloud CRM systems allow you and your team to maintain these relationships at all stages of the customer relationship process.

Pricing

Pricing Starts At:
$45 per user per month
Free Trial:
Yes

Integrations

Reviews - 5 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Sage Software
Headquarters:
United States
Website:
www.sagesoftware.com

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online

Sage CRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sage CRM Lists

Sage CRM User Reviews

Write a Review
  • Name: Steven R.
    Job Title: Senior Remote Freelance Content Writer
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage CRM is a better CRM than we expected

    Date: Mar 29 2021

    Summary: There are many ways to cover sales within Sage CRM, and it is because of this that we can safely employ it so that problems do not occur during open sales processes with various customers. It is very reassuring to be able to communicate with customers whenever you want to, as doing so builds trust with each customer.

    Positive: Sage CRM serves to make adapting to new and improved mechanics of working with customer requests relatively easier to achieve, allowing us to better configure the quality of communication that is generally handled with the public, and the optimization of the support offered to them.

    Negative: All the information that is recorded from the contacts requires consent on their part, which despite proving to be positive for the realization of legal processes, is a drawback at the time of not wanting to have certain customers but still store their data for future applications of sales plans that we have.

    Read More...
  • Name: Kelly C.
    Job Title: Independent Contractor Hearing Examiner
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage CRM adapts to our interaction needs

    Date: Mar 22 2021

    Summary: Thanks to the stable synchronization technology that Sage CRM includes, job data can be updated on all computers connected to the same account, so that colleagues can review sales updates and better coordinate their strategies for finding new customers.

    Positive: Sage CRM can be implemented without the need to be connected to the internet: even though the information proposed by other vendors, and customer requests would not arrive until the connection is restored, it is entirely possible to keep working by manually updating customer and sales data, or managing documentation.

    Negative: The only problem found in crm is its lack of ability to optimize the platform in relation to the type of screen being used, having to choose to change the display mode manually every time you go to work on the platform so that no problems occur. Referential customer data takes a long time to be deleted.

    Read More...
  • Name: Jason K.
    Job Title: Social Media Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage crm proves to be a more complete CRM than the others

    Date: Mar 18 2021

    Summary: Sage crm helps us to establish a much more direct communication link with our clientele, where having access to their information is a process that happens much faster. In any case, the platform contains tools for reviewing and configuring sales plans, which could be used to obtain business transactions at a much higher level, and based on these transactions, to obtain detailed and extensive reports about each of the stages of the transaction and its results.

    Positive: By being able to include accounting operations within our customer management, it is no longer necessary to opt for the use of ledger-based software such as QuickBooks, as Sage crm and its figure management system, from which high-performance reports can be created in terms of detail, is sufficient to cover the entire daily work quota. With the proper configuration of the content chains, it is proven that sage crm is an efficient software not only for customer management, but also for conducting multi-dimensional sales transactions over and over again by creating plans based on past sales experiences. We recommend it.

    Negative: Sage crm is an excellent product and demonstrates many different facets. We do not agree with derogatory opinions about our usage experience, as the software proved to be of a high quality level and showed positive results at all times. We are satisfied with our investment in the product.

    Read More...
  • Name: Sarah E. B.
    Job Title: Investigator
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage CRM is a very sophisticated client service

    Date: Apr 11 2021

    Summary: Sage CRM is a highly intuitive CRM, with good working methodologies to apply with customers throughout any sales career. In fact, the main objective of the application is to improve the future sales plans that are created based on the strategies and interactions that have been carried out previously.

    Positive: Sage CRM is a highly capable customer experience management software to guide us in the most important part of customer communication: the details. Within Sage CRM we can continually access all the contact details we assign to each customer, and review reports on past dealings.

    Negative: We believe that it is not necessary to speak in negative aspects towards Sage CRM, which has remained a software with an adequate capacity to store customer information within the system and that no inconveniences occur when needing to update them due to any type of emergency or contingency that may arise.

    Read More...
  • Name: Kellen W.
    Job Title: System Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage CRM Review

    Date: Feb 24 2021

    Summary: Handling all CRM related issues has been easy thanks to Sage CRM. It is an effective solution and it offers many great features.

    Positive: Sage CRM is mostly all about 'positive energy'
    Implementation is straightforward and so is using and managing the tool.
    The many features and ease of integration and scaling makes the tool irresistible.

    Negative: While Sage CRM is great, it comes at a very high price compared to other similar solution.

    Read More...
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