Sage CRM Reviews & Product Details

It centralizes customer information, making it easier to track activity and collaborate with the team. I also like its flexible customization options, the helpful reporting, and the fact that it’s affordable with an easy onboarding process. Review collected by and hosted on G2.com.

The technical complexity of setting it up, along with the lack of—or very limited—customisation and integration options. Review collected by and hosted on G2.com.

We love Sage CRM for its accurate accounting capabilities and how well it integrates with several third-party solutions. It reduces our manual effort with monthly automation of reports and invoices. We use payroll for staff payments and assessment management for company assets; these are our two most-used and critical features. Review collected by and hosted on G2.com.

I’d like Sage CRM to integrate more seamlessly with the Azure environment. Generating reports can take a while for end users, and it still lags a bit even after we increased the managed instance and application server resources. The initial setup was a bit complex, though things got easier as we went along. Review collected by and hosted on G2.com.

flexibility and customization capability. It allows adapting sales, marketing, and customer service processes according to business needs, in addition to offering good integration with other systems and detailed reports that help in decision-making. Review collected by and hosted on G2.com.

interface a bit outdated, which may not be as intuitive as that of other more modern CRMs. Additionally, the initial setup and customization may require more advanced technical knowledge, which can be challenging for small businesses or users without IT support. Review collected by and hosted on G2.com.

The native integration with our Sage accounting software is by far the biggest win. It completely bridges the gap between our sales and finance teams. Instead of constantly pinging the accounting department for payment statuses, sales reps can view a customer's invoice history and account balances right inside the CRM. It eliminates double data entry and speeds up our whole quote-to-cash workflow. Review collected by and hosted on G2.com.

Getting the system customised to fit our exact business needs was more complex than expected. There is a very steep learning curve for admins, and unless you have an IT background or hire an external consultant, setting up custom workflows and integrations can be incredibly frustrating and time-consuming. Review collected by and hosted on G2.com.

I like how Sage CRM offers easy access to customer and resources information, which proves useful for customer resource marketing. The search facility and the way the system saves information make it really easy to access. It allows a lot of useful information and notes to be stored and accessed, so when someone needs to look up information, they can review the notes before communicating with customers. I also found the initial installation training and setup to be seamless. I've recommended Sage CRM to many clients for its marketing and sales benefits, which add priceless resources to their businesses. Review collected by and hosted on G2.com.

Nothing couldn’t fault its amazing as it is cannot fault Review collected by and hosted on G2.com.

What I like most about Sage CRM is its ability to centralise customer data and provide a clear view of interactions, sales activity, and opportunities in one place. It helps streamline sales processes and improves visibility across the pipeline, making it easier to manage relationships and track performance. I also appreciate its integration with other Sage products, which creates a more connected workflow between sales and finance. Overall, it’s a practical solution for managing customer relationships and supporting day-to-day sales operations. Review collected by and hosted on G2.com.

One drawback of Sage CRM is that the user interface can feel dated compared to more modern CRM platforms, which can impact usability and overall user experience. Navigation isn’t always as intuitive, and some tasks can take more steps than expected. Customisation and reporting are useful but can require additional time or technical knowledge to fully optimise. Overall, it’s functional, but there can be a learning curve and some limitations in flexibility and ease of use. Review collected by and hosted on G2.com.

I really like how Sage CRM helps us manage deals properly, including through automation and marketing. It consistently aids in saving tasks related to managing deals, supports us in handling the product cycle, and keeps us from losing track of deals and contacts. It also helps us make daily progress and create multiple opportunities. I find it easy to use, automated, and it supports multiple team members. The initial setup was straightforward and very easy. Review collected by and hosted on G2.com.

I think the UI can be improved. And the knowledge base guiding through the CRM. Review collected by and hosted on G2.com.

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.

It is a very robust program that, when you only need the basic package, is not very expensive and covers the accounting needs of our company. It allows me to create customized and automated workflows, in addition to managing the company's accounting. It is a very intuitive tool, which aids learning while using it, and it is very comfortable to work with. The initial setup process was very simple thanks to the prior knowledge of the internal team, and we had a ticket with support for an automated workflow that was resolved quickly. Review collected by and hosted on G2.com.

I haven't found anything negative that I can review at this time. 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.