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.

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108 reviews match · page 9 of 11

Themba Pretorius

Business Development Manager

Legal services

Durban2 to 10 employees

4.0

04 Sept 2024

Quoting from the CRM removed a whole handoff

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. 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

On premises deployment available where cloud is not an option. Automation handles the follow up sequence reps used to forget. 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.

Tshepo CeleVerified

Business Development Manager

Logistics and transport

Bloemfontein500 plus employees

3.0

29 Aug 2024

Fine once we stopped trying to use everything

Fine product, and the dollar billing makes the budget conversation annoying. 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. Fine for our needs. Test it properly against your own requirements.

What works

On premises deployment available where cloud is not an option. Contact and deal management are solid.

What does not

Reporting is limited without moving up a tier. The interface is dense for a new user.

Priya Joubert

Owner

Insurance

Vereeniging2 to 10 employees

5.0

25 Aug 2024

Quoting from the CRM removed a whole handoff

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. 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. Quoting from the record removed a handoff to admin. Automation handles the follow up sequence reps used to forget.

What does not

Onboarding a new rep takes longer than it should.

Ryan Swanepoel

Owner

Agriculture

East London2 to 10 employees

2.0

24 Jul 2024

The features we bought it for were one tier up

Adoption failed and that is partly on us and partly on the product. The honest position is that the parts we were sold on never worked the way they were demonstrated. The gaps are the kind that create work rather than save it. We moved to an alternative and the difference was immediate.

What works

Contact management works.

What does not

Adoption never happened and the vendor offered no help with it. The mobile app is unreliable on a weak signal. Costs rose sharply at renewal.

Grant du Plessis

Account Executive

Manufacturing

Witbank11 to 50 employees

4.0

18 Jul 2024

Set up in a week, adopted in two

The automation removed about four hours a week of follow up admin per rep. 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. I would recommend it to a business of our size without hesitation.

What works

Orders flow into the Sage back office without a sync job. Email sync captures conversations without anyone copying anything. 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.

Jaco FourieVerified

Creative Director

Non profit

GeorgeSole trader

5.0

04 Jul 2024

The pipeline is finally accurate

We moved off a spreadsheet and the difference in forecast quality was immediate. Live credit limit and stock availability inside the sales record. 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

On premises deployment available where cloud is not an option. Reporting answers the questions the sales meeting actually asks. Email sync captures conversations without anyone copying anything.

What does not

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

Andre OctoberVerified

Partner

Professional consulting

Somerset West2 to 10 employees

5.0

16 Jun 2024

Worth every rand once the automation was built

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. Nothing has come up in the last year that I would call a real problem. 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

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

Anisha AndersonVerified

Digital Marketing Manager

Security services

Witbank2 to 10 employees

5.0

27 May 2024

The pipeline is finally accurate

The automation removed about four hours a week of follow up admin per rep. 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

Live credit limit and stock availability inside the sales record. 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.

Gerhard LombardVerified

Inside Sales Lead

Marketing and advertising

Nelspruit500 plus employees

5.0

07 May 2024

Quoting from the CRM removed a whole handoff

The automation removed about four hours a week of follow up admin per rep. Sold and supported by the existing Sage partner network. 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. Worth the migration effort, which is not something I say often.

What works

Orders flow into the Sage back office without a sync job. Quoting from the record removed a handoff to admin. Automation handles the follow up sequence reps used to forget.

What does not

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

Priya SolomonsVerified

Head of Revenue

Security services

Durban201 to 500 employees

4.0

28 Apr 2024

Reps update it without being nagged

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. Two years in and nobody has suggested we look at alternatives.

What works

Live credit limit and stock availability inside the sales record. 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.

108 verified reviews

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. Nothing has come up in the last year that I would call a real problem. 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

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

Anisha AndersonVerified

Digital Marketing Manager

Security services

Witbank2 to 10 employees

5.0

27 May 2024

The pipeline is finally accurate

What works

Live credit limit and stock availability inside the sales record. 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.

Gerhard LombardVerified

Inside Sales Lead

Marketing and advertising

Nelspruit500 plus employees

5.0

07 May 2024

Quoting from the CRM removed a whole handoff

The automation removed about four hours a week of follow up admin per rep. Sold and supported by the existing Sage partner network. 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. Worth the migration effort, which is not something I say often.

What works

Orders flow into the Sage back office without a sync job. Quoting from the record removed a handoff to admin. Automation handles the follow up sequence reps used to forget.

What does not

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

Priya SolomonsVerified

Head of Revenue

Security services

Durban201 to 500 employees

4.0

28 Apr 2024

Reps update it without being nagged

What works

Live credit limit and stock availability inside the sales record. 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.