Sage CRM Reviews & Product Details

I like how Sage CRM unifies customer data, sales pipeline, and back-office finance into one cohesive system, especially for those already in the Sage ecosystem. It's more than just a CRM; it keeps sales and accounting on the same page. This unification is valuable because it eliminates friction like jumping between multiple systems to understand a customer, and it ensures that sales and finance are working from the same information. Review collected by and hosted on G2.com.

The marketing automation features are basic compared to dedicated tools. It can do simple email campaigns and lists, but no real lead scoring, advanced nurturing sequences, or multi-channel marketing. Teams that need strong marketing will almost certainly need a separate tool. We can’t score leads based on behavior like email opens, clicks, website visits, or form fills, which slows sales down significantly. Also, we can't build automated nurture paths, so we have to manually qualify everything. Review collected by and hosted on G2.com.

I like how Sage CRM centralizes all customer information in one place, making it easy to track sales, manage support, and improve team collaboration. It benefits my business by giving every team member instant access to complete customer histories, including past interactions, purchases, and support requests. This means sales reps can personalize their approach, marketing can target the right audiences, and support can resolve issues faster, all leading to stronger customer relationships and more efficient operations. Review collected by and hosted on G2.com.

Some features in Sage CRM can be complex to set up, and customization often requires technical support. Setup and customization in Sage CRM can be time-consuming and technical, especially when configuring workflows, reports, or integrations. Review collected by and hosted on G2.com.

Sage CRM is a dependable solution that is both reliable and easy to navigate. It excels at centralizing customer data, interactions, and sales activities in a single location. I appreciate how it strikes a balance between structure and customization—you can adjust fields, workflows, and dashboards to fit your needs without making the system unnecessarily complicated. The reporting features are robust, and the interface allows for quick and straightforward access to important information. Overall, it’s a trustworthy platform for teams seeking clear insight into their customer pipeline and ongoing communications. Review collected by and hosted on G2.com.

Certain aspects of the user interface appear a bit outdated, and there is potential to update the navigation to be more modern and user-friendly. Although customization is available, making some changes—particularly those involving advanced workflows—often necessitates assistance from technical support. The integrations function as expected, but having a broader selection of plug-and-play options would enhance the overall experience. These points are not major drawbacks, but rather areas where the product could continue to improve. Review collected by and hosted on G2.com.

It’s easy to use, and information can always be found through different settings and views, which makes navigating and accessing data quick and efficient. Review collected by and hosted on G2.com.

It can sometimes be slow or freeze when running multiple subsections at the same time, which can interrupt workflow Review collected by and hosted on G2.com.

The best part is that we can easily access prospect details, such as their contact information, last interaction, and the full history of sales and support cases. Review collected by and hosted on G2.com.

Limited on Advance features & Integration. Review collected by and hosted on G2.com.

I like that Sage CRM keeps all customer information in one place and makes tracking interactions and follow-ups easy. It helps stay organized and improves day-to-day workflow. Review collected by and hosted on G2.com.

It can feel outdated at times, and some tasks take too many clicks. Reporting and customization could be more user-friendly. Review collected by and hosted on G2.com.

The best in class Sage CRM with practical balance between flexibility, usability and integration with accounting systems

Deep integration with customization without any complexity with clear interface

Ease to implement and good customer service Review collected by and hosted on G2.com.

Outdated Interface with clear UX and native cloud capabilities

weaker ecosystems and third party integrations

Reporting and analytics feels basic type Review collected by and hosted on G2.com.

I find Sage CRM to be notably better and different compared to other CRM products I've used over more than five years of working experience. This impression is based on its current functionality, which surpasses previous versions of CRM systems I've worked with. This quality makes Sage CRM stand out positively in my professional experience. Review collected by and hosted on G2.com.

I find the design aspects of Sage CRM, specifically the color scheme, to be not great. It can take some time to get used to where everything is due to the design choices. Review collected by and hosted on G2.com.

I find the system easy to use and navigate to the payslips. I think compared to some providers as it has a number of features it is a definite more user friendly platform especially if you are new to using it. Review collected by and hosted on G2.com.

Sometimes it asks you to login again even if you have selected to keep your password saved for 30 days etc Review collected by and hosted on G2.com.

Sage CRM is a reasonably priced CRM solution, particularly for small and medium-sized organizations.

Sage CRM can be scaled to meet the demands of companies of all sizes , from small startups to major corporations.

Sage CRM interfaces with a variety of different business softwares tools including ERP,accounting and marketing automation. Review collected by and hosted on G2.com.

Sage CRM's user interface is less user-friendly than some of its competitors.

Sage CRM not have advanced features such as marketing automation or predictive analytics.

It is being slow and unresponsive , particularly when working with huge datasets. Review collected by and hosted on G2.com.