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108 verified reviews

Sage CRM reviews

Every published review of Sage CRM, unedited beyond length and clarity. Vendor responses are shown alongside the review they answer.

Write a review

108 reviews match · page 11 of 11

NB

Naledi BothaVerified

Digital Marketing Manager

Marketing and advertisingZimbabweZimbabwe2 to 10 employees
3.0
18 Nov 2023

Does the basics well, the extras are upsells

It is capable. Getting the team to use it consistently took much longer than the software took to set up. Sold and supported by the existing Sage partner network. Beyond that it is more ordinary than the marketing suggests. It sits squarely in the middle for us, useful but not something I would champion. I would shortlist it, not necessarily pick it.

What works

On premises deployment available where cloud is not an option. The interface is clear once you learn it.

What does not

There is no local accounting integration without Zapier. Reporting is limited without moving up a tier.

Response from the vendor30 Nov 2023

Thank you for the feedback and for being a customer. We have shared your comments on the mobile experience with our product team, and a redesigned application is currently in beta.

Used for 1 to 2 years
PB

Pieter BennettVerified

Account Executive

TelecommunicationsSouth AfricaPretoria51 to 200 employees
4.0
11 Nov 2023

Worth every rand once the automation was built

We moved off a spreadsheet and the difference in forecast quality was immediate. On premises deployment available where cloud is not an option. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. I would recommend it to a business of our size without hesitation.

What works

Live credit limit and stock availability inside the sales record. Email sync captures conversations without anyone copying anything. Quoting from the record removed a handoff to admin.

What does not

Onboarding a new rep takes longer than it should.

Used for 6 to 12 months
NS

Nonhlanhla Segwapa

Creative Director

Mining servicesSouth AfricaRustenburgSole trader
4.0
14 Oct 2023

Set up in a week, adopted in two

The automation removed about four hours a week of follow up admin per rep. Orders flow into the Sage back office without a sync job. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. It is not perfect, and it is the right choice for us.

What works

On premises deployment available where cloud is not an option. Reporting answers the questions the sales meeting actually asks. Quoting from the record removed a handoff to admin.

What does not

The features we needed sat one tier above the one we were quoted.

Used for more than 5 years
SC

Shalini CeleVerified

Regional Sales Manager

Property and real estateSouth AfricaKlerksdorp500 plus employees
4.0
27 Sept 2023

Reps update it without being nagged

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Live credit limit and stock availability inside the sales record. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. Two years in and nobody has suggested we look at alternatives.

What works

Orders flow into the Sage back office without a sync job. The mobile app works well enough for a rep between meetings. Reporting answers the questions the sales meeting actually asks.

What does not

Onboarding a new rep takes longer than it should.

Used for 2 to 5 years
BR

Buhle RamavhoyaVerified

Studio Manager

Mining servicesSouth AfricaMidrand500 plus employees
5.0
26 Sept 2023

Worth every rand once the automation was built

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. On premises deployment available where cloud is not an option. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. I would recommend it to a business of our size without hesitation.

What works

Sold and supported by the existing Sage partner network. Reporting answers the questions the sales meeting actually asks. Automation handles the follow up sequence reps used to forget.

What does not

Onboarding a new rep takes longer than it should.

Used for 2 to 5 years
AS

Ayanda SteynVerified

Studio Manager

RecruitmentSouth AfricaKlerksdorp500 plus employees
4.0
24 Aug 2023

Reps update it without being nagged

We moved off a spreadsheet and the difference in forecast quality was immediate. Sold and supported by the existing Sage partner network. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. It is not perfect, and it is the right choice for us.

What works

On premises deployment available where cloud is not an option. Quoting from the record removed a handoff to admin. Reporting answers the questions the sales meeting actually asks.

What does not

Onboarding a new rep takes longer than it should.

Used for less than 6 months
FS

Francois SolomonsVerified

General Manager

EducationSouth AfricaRandburg2 to 10 employees
4.0
15 Aug 2023

Forecast is within five percent every month

We moved off a spreadsheet and the difference in forecast quality was immediate. Orders flow into the Sage back office without a sync job. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. Worth the migration effort, which is not something I say often.

What works

Orders flow into the Sage back office without a sync job. Automation handles the follow up sequence reps used to forget. Reporting answers the questions the sales meeting actually asks.

What does not

Billing in dollars makes the annual budget a moving target.

Used for 1 to 2 years
JT

Jenna TitusVerified

Sales Director

Property and real estateSouth AfricaRandburg11 to 50 employees
4.0
04 Aug 2023

Quoting from the CRM removed a whole handoff

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Sold and supported by the existing Sage partner network. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. If you are weighing it up, do the trial with your own data and you will see it.

What works

Sold and supported by the existing Sage partner network. Quoting from the record removed a handoff to admin. Email sync captures conversations without anyone copying anything.

What does not

Billing in dollars makes the annual budget a moving target.

Used for 2 to 5 years
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3.7

Overall

from 108 reviews

61% positive24% neutral15% critical

Rating distribution

5
26 of 108
4
40 of 108
3
26 of 108
2
13 of 108
1
3 of 108

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