Sage CRM


Logotipo do Sage CRM

 

56 avaliações (3,5/5)
 
Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications include integrated modules for sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise. Sage CRM can be used to track the performance of sales agents, forecast trends, schedule meetings and more. The dashboard gives visibility on the current sales deals and the reporting and analytic features help in forecasting sales performance and tracking new opportunities. The marketing tools help campaigners to plan and execute marketing and promotion campaigns. The solution is capable of managing campaigns across multiple channels. The built-in email marketing feature allows sending promotional messages and newsletters to the contacts. Additionally, it also supports integration with various third-party applications.
 

Sage CRM - Interactive dashboard
 
  • Sage CRM - Interactive dashboard
    Interactive dashboard
  • Sage CRM - Opportunities
    Opportunities
  • Sage CRM - Solutions
    Solutions
  • Sage CRM - Workflow
    Workflow
  • Sage CRM - Company profile
    Company profile
  • Sage CRM - Sage CRM builder
    Sage CRM builder
Sistemas operacionais compatíveis:
Mac OS, Navegador web (independente o SO), Windows 8

56 avaliações do Sage CRM

 

Amanda S. Especialidade: Construção Número de funcionários:  11-50 funcionários Número de funcionários:  11-50 funcionários

09/01/2019

09/01/2019

Fonte da avaliação: Capterra

We wouldn't trade Sage for anything!

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Vantagens

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.

Desvantagens

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all.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

Avaliador Verificado Especialidade: Construção Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

24/08/2018

24/08/2018

Fonte da avaliação: Capterra

Sage Software

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

Vantagens

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.

Desvantagens

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.

Ravinder S. Especialidade: Hospitais e Saúde Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

28/12/2020

28/12/2020

Fonte da avaliação: Capterra

The powerhouse of small business accounting

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

Vantagens

A solid reputation that lasts over the whole product timeline.

Desvantagens

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

Robert M. Especialidade: Construção

20/10/2016

20/10/2016

Fonte da avaliação: Capterra

Honest CRM Review

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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.

Vantagens

Professional look of items printed and organizational capabilities

Desvantagens

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

Conselhos úteis

There should not be an extra charge to sync this with Outlook.

Eb A. Especialidade: Suprimentos e equipamentos para empresas Número de funcionários:  201-500 funcionários Número de funcionários:  201-500 funcionários

18/12/2020

18/12/2020

Fonte da avaliação: Capterra

Complicated

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Its an okay solution. For these times, i'd go for something a little more user friendly

Vantagens

We primarily use it for database management

Desvantagens

Its complex and takes a lot of support to develop the reports you require