Sage CRM Erfahrungen

I liked the ease of updating accounts and billing clients.

I found the process complicated and not as user friendly as it could be to load a client account.

Easy and always updating to perform better.

Would b nice if it could synch w outlook.

I'm sure its a dream for administators - who get to pull data easily
(If the data is actually inputted is a different story)

I won't even discuss the look of the system (yet)
This system is most effective for people who have nothing else to do but (write) about what they should do.
Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done)
That in itself is the MOST counter productive frustration - i have ever had to deal with!

Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed

Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP! 96minutes of NOT making a sale - on 1 (one) recurring task

Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input

Built without user experience in mind!

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.

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.

A solid reputation that lasts over the whole product timeline.

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

you are able to create change proposals and then change orders in order to track costs and link everything together

There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.

User friendly, with a fairly easy interface.

Real time synchronisation with Sage 200. Hard to configure.

Logically made sense to go from one step to the other.

Everything takes forever to load. The more people on it, the worse it gets. Cannot use remotely through a VPN.

The in-built business processes are good and very basic to deploy in the initial stages

Well a long list I have for this section:
1. Pathetic customer support
2. Less competent product knowledge to "customer support specialist"
3. Not user friendly software
4. Lot of technical backed problems

Easy to learn - the more you work with it , the easier it becomes.
Save time and sales is all about time management

The resources intensiveness , entry level computers will not do good with the is program
It needs a high speed intenet to not get frustrated with the slowness

There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless.

Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around!

The biggest pro with this CRM is that there are a million ways to customize the software. This pro could be seen as con since out of the box it isnt going to do everything you may need.

The more addons you have the slower this system will become. Their are a ton of consultants that you can work with but if you are a small company operating like a large company then I wouldn't get this CRM.

Record Management. Job Costing. Purchase orders all essential for tracking Individual jobs

Slow to learn but worth the time. Hang in there

Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability.

Pricing models are confusing, it is not and out-of-the box solution. Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions. Also the terminology is slightly unique so training is a must. Also need to develop/tweak the workflows before implementation.

A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible
It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible

I love using this, and no problem with this tool. It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork

The fact that we can store Software renewal information in the system and use for software renewal billing reminders.

How hard the product it is to use and the pricing.

From what I know Sage is largely used in the business/construction world, it's essential to any professional

At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth

The learning curve on this software was shorter than other ones I've used in the past. Workflows were not difficult to set up.

Although there is a short learning curve to get up and running. Becoming proficient is another thing. There is a lot of room for customization that requires better training.

I like all the accounting features that Sage provides. It makes it easy to keep all the accounting in one place.

Everything loads way too slow and it's not in the easiest format to understand.