--- title: Sage CRM Reviews meta_title: 'Sage CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 146 reviews by the users' company size, role or industry to find out how Sage CRM works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 146 scale: '5' date_modified: '2026-06-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Sage CRM Reviews **Vendor:** Sage Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.8/5.0 **Total Reviews:** 146 ## About Sage CRM Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money. ## Sage CRM Pros & Cons **What users like:** - Users value the **ease of use** of Sage CRM, enhancing productivity and facilitating efficient navigation of customer data. (7 reviews) - Users appreciate the **centralized customer information** of Sage CRM, enhancing collaboration and improving customer relationships effectively. (4 reviews) - Users value the **easy access** to centralized customer information, enhancing collaboration and improving operational efficiency. (4 reviews) - Users love the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. (4 reviews) - Users appreciate the **user-friendly interface** of Sage CRM, making navigation and data management straightforward and efficient. (4 reviews) - Users value the **easy customization** of Sage CRM, allowing personalized adjustments without complication or heavy IT support. (3 reviews) - Easy Tracking (3 reviews) - Efficiency (3 reviews) - Easy Implementation (2 reviews) - Users appreciate the **robust features** of Sage CRM, highlighting its user-friendly interface and advanced analytics capabilities. (2 reviews) **What users dislike:** - Users find **limited customization** in Sage CRM, often requiring technical support for setups and lacking user-friendliness. (5 reviews) - Users find that **expertise is required** for setup and customization, making the process time-consuming and complex. (3 reviews) - Users face **integration issues** with Sage CRM, affecting functionality and limiting access to advanced features. (3 reviews) - Users express that Sage CRM is **not user-friendly** , noting a confusing interface and cumbersome navigation. (3 reviews) - Users find the **learning curve steep** in Sage CRM due to complex setup and design navigation challenges. (2 reviews) - Not Intuitive (2 reviews) - Users express dissatisfaction with the **slow loading** times, causing frustration during interactions with the system. (2 reviews) - Users often face **connectivity issues** with Sage CRM, requiring them to repeatedly log in despite saved credentials. (1 reviews) - Feature Issues (1 reviews) - Limited Features (1 reviews) ## Sage CRM Reviews ### 1. Seamless Sage Integration That Bridges Sales and Finance **Rating:** 4.5/5.0 stars **Reviewed by:** Vidur S. | Senior Client Services Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** The main problem we had was disorganised client communication, if an account manager was out sick, no one knew the status of a customer's issue. Sage CRM solves this by acting as a single source of truth for all emails, calls, and support tickets. The benefit is a much smoother workflow for our team, anyone can jump into an account, see the entire history, and help the client immediately without making them repeat themselves. ### 2. Effortless Data Access and Streamlined Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Tracey M. | Senior Project Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** Nothing couldn’t fault its amazing as it is cannot fault **What problems is Sage CRM solving and how is that benefiting you?** I use Sage CRM for easy access to customer and resource information. Its search facility and information storage make it simple to review notes before communicating with customers, enhancing marketing and sales efforts. ### 3. Sage CRM Centralises Customer Data and Streamlines Sales with Sage Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Leanne G. | Sales Operations Manager, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM solves the challenge of managing customer information and sales activity across multiple systems by bringing everything into one central platform. It provides a clear view of customer interactions, opportunities, and pipeline performance, helping improve organisation and consistency across the sales process. This benefits the team by making it easier to track relationships, monitor progress, and generate reports, leading to better visibility and more informed decision-making. It also helps reduce manual work and ensures that important information is accessible, improving overall efficiency and productivity. ### 4. Efficient Sales Management with Easy Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Faizan . | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** I think the UI can be improved. And the knowledge base guiding through the CRM. **What problems is Sage CRM solving and how is that benefiting you?** I use Sage CRM for sales tracking. It helps us manage deals properly, automate tasks, and track contacts, making daily progress without losing track. It saves time managing the product cycle and creating opportunities. ### 5. Unifies Customer Data, Needs Better Marketing Features **Rating:** 4.0/5.0 stars **Reviewed by:** Isti W. | Sales & CRM Coordinator, Computer Games, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM solves data silos by centralizing customer information, prevents lost deals and missed follow-ups with task reminders and activity tracking, and makes forecasting reliable with real-time pipeline visibility. It aligns sales, marketing, and support using unified customer data. ### 6. Versatile and Intuitive, Ideal for Accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Ander V. | Computer technician, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** I haven't found anything negative that I can review at this time. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM covers our accounting needs and allows us to create personalized and automated workflows. ### 7. Centralized CRM with Complex Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Rupak P. **Reviewed Date:** February 05, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM organizes customer data, boosts team collaboration, prevents missed sales, and tracks marketing campaigns. It centralizes customer info, giving my team full access to purchase history and interactions, enhancing sales, marketing, and support efficiency. ### 8. Simple, Customizable Sage for Multi-Industry Expense and Revenue Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** VANESSA F. | Assistant controller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Sage CRM?** I love the simplicity and customization features available for all industries. We have a construction , development and property management company so we have various needs for different expenses and revenue tracking and sage helps a lot with that. **What do you dislike about Sage CRM?** The connectors between sage and procore there are a lot of limitations in editing and syncing functions. **What problems is Sage CRM solving and how is that benefiting you?** They have helped us navigate through the new added features such as gl outliers, WIP entry posting and custom fields. ### 9. Reliable CRM with Customization and Strong Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2025 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM helps streamline customer data management by keeping all client information, communication history, and sales pipeline details in one centralized place. This has reduced duplicated work across teams and made it much easier to track progress on accounts. The built-in reporting and dashboards have also improved visibility into performance and helped us make faster, more informed decisions. Overall, it has improved collaboration, consistency, and efficiency across our sales and marketing processes. ### 10. Intuitive and comprehensive tool for the commercial management of small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sage CRM?** What I liked the most is that it is a very intuitive and simple tool for the commercial management of small businesses. Its performance is more than acceptable given its quality-price ratio. Additionally, it allows for different integrations that enhance data analysis and visualization. Good support service. **What do you dislike about Sage CRM?** So far, I cannot mention any negative aspects as my experience is being very good. **What problems is Sage CRM solving and how is that benefiting you?** Optimize the management of leads and clients, allowing us to perform proper commercial tracking through automatic reminders, sales pipeline, and opportunity management. In this way, we have managed to close more sales and improve and optimize processes in the commercial department. ### 11. Easy to Use with Strong Tracking Features **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela G. | Administrative & events assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2025 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** It can sometimes be slow or freeze when running multiple subsections at the same time, which can interrupt workflow **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM reduces the need to manually track orders and maintain multiple copies of documents. Having all orders, invoices, and payments stored in one system allows everything to be easily accessed and tracked, improving accuracy and saving time. ### 12. Easy Access to Prospect Details, Interactions, and Case History **Rating:** 4.5/5.0 stars **Reviewed by:** Aman S. | Senior Business Development Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** Limited on Advance features & Integration. **What problems is Sage CRM solving and how is that benefiting you?** It helps us track leads easily by keeping all engagement history in one place and showing upcoming opportunities with prospects. After-sales service is also easy to follow through tickets on any account. Web and mobile access are available, so we can stay updated at all times. ### 13. Sage CRM Keeps Customer Info Organized and Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Wale F. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** It can feel outdated at times, and some tasks take too many clicks. Reporting and customization could be more user-friendly. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM solves the problem of scattered customer data by keeping everything in one place. It benefits me by making it easier to track interactions, manage follow-ups, and stay organized. ### 14. Best-in-Class Sage CRM: Flexible, User-Friendly, and Deep Accounting Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Karthick P. | GTM Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2026 **What do you like best about Sage CRM?** 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 **What do you dislike about Sage CRM?** Outdated Interface with clear UX and native cloud capabilities weaker ecosystems and third party integrations Reporting and analytics feels basic type **What problems is Sage CRM solving and how is that benefiting you?** Centralized customer information and help to connects with sales, finance and service teams easily Enhancing customer service management and supporting data driven decision making ### 15. Streamlined Customer Data in One Place, Though a Bit Basic **Rating:** 3.5/5.0 stars **Reviewed by:** charlotte s. | operations assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Sage CRM?** It unifies customer data into one system, eliminating the need to jump between multiple systems and helping streamline the process. **What do you dislike about Sage CRM?** It’s a bit basic. Nothing really stands out, but nothing is poor either. **What problems is Sage CRM solving and how is that benefiting you?** it solves having multiple systems and streamlines it into one place ### 16. Better Than Previous Versions, Some Design Flaws **Rating:** 4.0/5.0 stars **Reviewed by:** Jerian L. | Medical Interpreter **Reviewed Date:** November 07, 2025 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** I use Sage CRM for managing interactions with tickets and facilitating communication between developers and myself. ### 17. Great system for payroll **Rating:** 4.0/5.0 stars **Reviewed by:** Holly C. | Operations Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** Sometimes it asks you to login again even if you have selected to keep your password saved for 30 days etc **What problems is Sage CRM solving and how is that benefiting you?** For myself it is payroll and ensuring I can get paid well at least being able to see my payslips. I know there are many other features the platform offers but in my role I haven't actually needed to use them. ### 18. A Reliable CRM for small and medium businesses. **Rating:** 5.0/5.0 stars **Reviewed by:** Yeswanth raj P. | Senior business development executive , Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Sage CRM?** 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. **What do you dislike about Sage CRM?** 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. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM gives a single,unified view of all customer data , including contact information , interaction history and sales prospects. Sage CRM automates several sales related duties,including lead generation ,opportunity monitoring and quote productions. ### 19. Simple, Informative UI That Boosts Daily Productivity **Rating:** 4.5/5.0 stars **Reviewed by:** Paras G. | Technical Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Sage CRM?** Their user interface is simple and informative which makes the daily usage more productive and easier. **What do you dislike about Sage CRM?** Difficult implementation process that requires real time communication with customer representatives. **What problems is Sage CRM solving and how is that benefiting you?** Sage is making their platform more innovative and advanced with the help of AI, which is eliminating time consuming repetitive tasks. ### 20. Best things about Sage CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Sage CRM?** I like the tool because everything is centralized and easy to track, and you don't need heavy IT for customization and easy implementation. It offers helpful automation for repetitive tasks, along with strong reporting and dashboards. The most beneficial aspect I can identify is that it improves customer visibility. **What do you dislike about Sage CRM?** Well, I find it not very user-friendly; the menus can be confusing because of its outdated interface. Plus, is has limited third-party integrations and a weak mobile experience. **What problems is Sage CRM solving and how is that benefiting you?** Inventory management and financial tracking. ### 21. Sage **Rating:** 4.5/5.0 stars **Reviewed by:** Patricia e. | Assistance Regional Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Sage CRM?** The system is very user-friendly. Uploading invoices and filling out the required fields is straightforward and hassle-free. Additionally, searching for previously entered data is quick and easy if I need to revisit it. **What do you dislike about Sage CRM?** I find it frustrating that I get logged out after just 20 minutes of inactivity. Each time, I have to log back in, generate a new code from Google Authenticator, and go hunt for my phone. It would be much more convenient if the system only logged users out after 3 hours of inactivity instead. **What problems is Sage CRM solving and how is that benefiting you?** It consolidates customer information, interactions, and transactions in one place, reducing data silos and making it easier to access and manage customer records. Benefit: Improved efficiency and better customer service. ### 22. NOTICE **Rating:** 4.0/5.0 stars **Reviewed by:** iheb s. | Développeur, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Sage CRM?** Very effective for SMEs and possible to link it with other applications. **What do you dislike about Sage CRM?** Difficulty in customization and sometimes slow. **What problems is Sage CRM solving and how is that benefiting you?** electronic invoicing made simpler ### 23. Sage CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Grace M. | Inside Sales, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Sage CRM?** The Sage CRM platform is very user friendly and have very useful sales and market features. I also appreciate the on the go mobile access the platform has. **What do you dislike about Sage CRM?** The only dislike I can think of is that there is a slow wait time with customer support. **What problems is Sage CRM solving and how is that benefiting you?** Marketing and sales creating a great solution for this! ### 24. Great Working experience with Sage CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Shivam S. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Sage CRM?** It's easy to use, either we are using phone IOS or Android. Customization is also a beauty of it. Integerate Sage CRM with other CRM is really easy and funn making. There customer support is also very nice. **What do you dislike about Sage CRM?** It's best for Small firms but can be tricky to use at Large firms. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM helped me a lot to organize and centralize customer and sales data. It also helps me plan, execute and measure the marketing campaigns. ### 25. Excellent program. **Rating:** 5.0/5.0 stars **Reviewed by:** Antonio B. | Genrente, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Sage CRM?** Offer an exceptional experience to improve customer retention. **What do you dislike about Sage CRM?** Everything is working correctly and we have no complaints. **What problems is Sage CRM solving and how is that benefiting you?** Total control of my clients. ### 26. Sage CRM: A Comprehensive Suite to Encourage Customer Relationship **Rating:** 4.5/5.0 stars **Reviewed by:** Piyush K. | Business Analyst, Logistics and Supply Chain, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Sage CRM?** Its simplfied and intuitive user interface makes this softwa a perfect and easy to use product for even a non-Tech team. Also, it provides a advance analytics and visualisation feature to get deep insights of customer data and define future strategies accordingly. It also provides a wide range of paid version which attracts both small and large scale industries. **What do you dislike about Sage CRM?** It does not provide any pilot or free version of this product which does not provide ample time to users to choose if it can satisfy their business requirements or not. Also it heavily depends upon internet connectivity for it's smooth functionality and does not provide any support in offline mode **What problems is Sage CRM solving and how is that benefiting you?** It helped us to read and take out the maximum insights from multiple customer data and define the strategies by tracking the user behaviour of different customers. It also reduced our manual intervention through its integrated AI and Machine Learning technology. ### 27. It's a change bringing agile CRM **Rating:** 2.0/5.0 stars **Reviewed by:** Tushar K. | Research Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Sage CRM?** The one thing I like the most about Sage CRM is that it is so easy to use even when you are new to Sage CRM and it does not take you a lot of effort to come up to speed here. **What do you dislike about Sage CRM?** The Sage CRM is all that a great good CRM is but it does wrong in one place which is the pricing that it could be provided with. This is a lovely CRM otherwise and I like it. **What problems is Sage CRM solving and how is that benefiting you?** It is helping us solve the data problem and how to keep data in a systematic way even when it is huge and has a lot to deliver in terms of value and presentation. ### 28. Good feature set **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Sage CRM?** Easy to use interface - The dashboard is intuitive and simple to navigate for sales teams. Workflows are streamlined. Customization - You can customize fields, screens, and tabs to fit your sales process. Also has an open API for more advanced customization. Reporting and analytics - Built-in reporting capabilities to track sales performance. Dashboards provide insights into pipeline, forecasts, and more. Mobility - Sage CRM integrates with popular mobile platforms like iOS and Android so reps can access contacts, calendars, and other info on the go. Integration - Integrates with Sage accounting software and other business apps like Outlook. Can also connect to marketing automation, ERP, etc. Pricing - Offered as both cloud-based and on-premises. Pricing considered affordable for small and mid-sized businesses. Customer support - Good reputation for customer support and training resources. **What do you dislike about Sage CRM?** Learning curve - The interface may not be as intuitive as simpler CRM tools. Can take some time for new users to learn. Limited customization - While you can customize fields, tabs, etc., the customization capabilities don't run very deep compared to more flexible platforms. Older technology - Built on older .NET framework and lacks some newer CRM features and capabilities. Third party add-ons - Reliant on third party add-ons for enhanced functionality like marketing automation. Native features are minimal. Mobile limitations - The mobile app functionality is more limited compared to the desktop experience. Missing some key mobile features. Reporting takes effort - Building custom reports takes time and technical knowledge vs drag-and-drop reporting. Support varies - Support levels can vary greatly depending on location. Larger clients get better support. Pricey upgrades - Moving to newer versions can be costly compared to upgrading other CRMs. **Recommendations to others considering Sage CRM:** Be careful to know your requirements up front. **What problems is Sage CRM solving and how is that benefiting you?** Keeping up with customers and their needsSage CRM provides one place to store all customer data, conversations, documents, etc. This improves visibility and consistency across the business. ### 29. Sage's a strong CRM for small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Zubayir B. | Business Development Manager, Hospitality, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2023 **What do you like best about Sage CRM?** I was very impressed with it's automation abilities. It gives you the ability to very quickly set up automated emails, ads, tasks, and more. As a salesperson, it gives you all the foundation you need to do everything much faster and maintain control of how's everyting's going at the same time **What do you dislike about Sage CRM?** I'm not sure if it'd be suitable for larger companies. It worked fine for us as a small sales team but it doesn't have as many data connectors as a couple other CRMs I've seen, so I don't know how easy it would be to push data around when you start getting more leads. **What problems is Sage CRM solving and how is that benefiting you?** We used CRM to manage the A-Z of our lead handling for our hotel CX services company. It was easy to set up, has more than enough standard properties, and good customization options. Not 100% sure if the interface is tat easy to navigate, but all in all, it's a very handy tool to have for all sales managers ### 30. Solid sales performance CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Sage CRM?** Overall Sage CRM is straightforward to learn and use. Even some of the employees who have no experience at all with a CRM found it user-friendly as well as quick and simple to navigate. It is usable upon rolling it out, which is nice, although it can allow for many integrations to allow for a more customized experience. **What do you dislike about Sage CRM?** Sage CRM is not as well known as Salesforce and it seems like everyone at least knows about Salesforce if not also how to use it. The customer support from Sage CRM we have found isn't the best and a question that may seem simple, could take them a few days to get you an answer back you're waiting for. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM links our sales team to be able to keep track of everything. We use it and it does well in tracking leads and prospects we bring in. It also helps with email marketing whether that be from the sales team or the marketing team or in our case both. We have come to find its benefits helpful to our team right out of the box if you will. ### 31. My review for Sage CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Sage CRM?** There are some key features which I like best in CRM. Below highlighted some - It allows users to use platform efficiently according to their business needs & interfaces - It has also enabled some seamless uninterrupted integration with third parties - It can be used on multiple devices - It is very collaborative **What do you dislike about Sage CRM?** There are few features about it as is case of pros and cons with everything. Below are highlighted some - The initial set up for this can be complex and time consuming as it may need technical expertise - Some features inbuilt are complex for new users to use straightaway - Cost can be high - Performance issues observed in few cases where initial file sizes are high **What problems is Sage CRM solving and how is that benefiting you?** It has enhanced colloboration and all updates can be shared we can streamline communication by tracking email and call and consistent improvement opportunities It provides extremely well data driven insights ### 32. Helps To get The Better business Insights with Its sales and Marketing Campaign Tools **Rating:** 4.5/5.0 stars **Reviewed by:** Sadhvi K. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Sage CRM?** It provides the tool to automate the sales Pipeline. It proves the tool to track sales and get regular updates regarding insights. It provides customization future to customize the workflow and screens. It can easily integrate with the system through KPIs and APIs. **What do you dislike about Sage CRM?** Nothing to dislike About It and Its any Feature and tools. **What problems is Sage CRM solving and how is that benefiting you?** It provides a centralized system to manage the customer contact information. It helps to manage the customer relationship through its customer communication feature. It provides reporting and analytics feature that helps to track the insights. It provides a marketing automation tool to create email marketing campaigns. ### 33. Excellent administrative tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jose Luis E. | IT Support Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sage CRM?** By using this tool we have managed to have better control of all our finances and better management of our clients. **What do you dislike about Sage CRM?** SAGE needs to add more options where users can verify. the inserted invoices. in the system **What problems is Sage CRM solving and how is that benefiting you?** Portfolio management, clients, invoices. ### 34. Very Robust CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about Sage CRM?** I love the robust features Sage CRM has. **What do you dislike about Sage CRM?** Over the years the continuous improvements have brought this software a long way. It can be a bit slow at times. **What problems is Sage CRM solving and how is that benefiting you?** Keeping me more organized! Love this! ### 35. Great product for sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Sage CRM?** It tracks both sales staff and their customers communication. **What do you dislike about Sage CRM?** It doesnt have a dashboard for reporting. **What problems is Sage CRM solving and how is that benefiting you?** It has solved all of our integration problems. ### 36. Best Cloud based CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2023 **What do you like best about Sage CRM?** What I like most about sage crm is it is completely cloud case crm and helps the user to store and manage the data easily, very user friendly. **What do you dislike about Sage CRM?** There isnt any dislike about sage crm because it has been very useful ever since I started using it. **What problems is Sage CRM solving and how is that benefiting you?** Managing the client data ### 37. Sage CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmad R. | Service Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2022 **What do you like best about Sage CRM?** I'm working now as a service engineer with KIA Motors, one of the systems we use to manage customers relation is SAGE CRM, with CRM you are able to: - manage all the information for the customers - increase revenue by managing - Full Reports for any relationship you want - effective collaboration within your team - organize full details about customers, ( name, phone number, date of inquiry, date of service, full history details about servicing your customer, the job order, claims ...etc) **What do you dislike about Sage CRM?** i think SAGE CRM needs some improvements to the user interface, it has kind of old design, so i wish if they can make it more easier to use , for example making a tap to transfer between reports or the ji=ob orders **What problems is Sage CRM solving and how is that benefiting you?** we use sage CRM in our company (KIA motors) and that helps us to manage the customer relationship, we needed a system that provides details about customers, history of vehicle maintenance, current stage of servicing, and of course reports ### 38. Simple and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Maggie L. | Senior accountant, Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2023 **What do you like best about Sage CRM?** Everything is located in the same place; it's simple and easy to use. **What do you dislike about Sage CRM?** Invoicing (Order Entry) - it is time consuming and harder to automate. **What problems is Sage CRM solving and how is that benefiting you?** Saved time because it's a small application; helped with loading financial data in general ledger, doing bank rec, etc. ### 39. Sage is a powerhouse I less it crashes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Sage CRM?** How organized it is. It's a great data table **What do you dislike about Sage CRM?** It can be glitchy crashy but I sure if it's the CRM or my org. **What problems is Sage CRM solving and how is that benefiting you?** We currently do not have any issues ### 40. Awesome Interference with Easy to use module **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek Bhushan S. | Regional sales and marketing manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Sage CRM?** -The main thing which I like most is software interference -Easy to use -Easy to follow up -Easy way to add and delete Leads -Lead follow-up remainder -Pop up for follow up task remainder **What do you dislike about Sage CRM?** Some bugs are there like -the time software server is stuck. -Follow-up task was not added successfully. -Need to work on follow-up task pop. -Male some further stages to classify the stages of lead. **What problems is Sage CRM solving and how is that benefiting you?** most use full thing of this CRM is that you can classify the leads according to there stages, and the follow up remainder came on your mail and screen is awesome. ### 41. Sage CRM does exactly what you need **Rating:** 3.0/5.0 stars **Reviewed by:** Wayalia P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Sage CRM?** Record Management. Job Costing. Purchase orders all essential for tracking Individual jobs **What do you dislike about Sage CRM?** Slow to learn but worth the time. Hang in there **What problems is Sage CRM solving and how is that benefiting you?** I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data ### 42. Sage CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** MD Imran H. | Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Sage CRM?** Effectively adaptable. We utilize Sage CRM consistently to oversee client interchanges and to follow claims. It is coordinated with our bookkeeping framework which permits a few workers admittance to key monetary data without giving them admittance to ALL monetary data. We likewise have a totally custom screen which we use to deal with our transportation and conveyances. **What do you dislike about Sage CRM?** We now and again need to reset IIS on the grounds that CRM stalls out on the web. Not certain yet why that is, as it works incredibly more often than not. Could be an issue with our server. **What problems is Sage CRM solving and how is that benefiting you?** Record correspondences so that all representatives might be able to see. Track item guarantees. Track delivery and conveyances. Solid security, giving representatives the data that they need without giving them data that they needn't bother with. ### 43. Know and explore more about your potential customers. **Rating:** 4.0/5.0 stars **Reviewed by:** jenny b. | General manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Sage CRM?** I like this service because it leads to increased negotiations with potential clients since it allows each client to have a score according to their defined performance and this improves client communication and obtains better working relationship, which is excellent to carry out. It also has a very attractive, well-structured interface with well-treated information on the use of the service, what it is for and how it can help improve customer management and business processes. **What do you dislike about Sage CRM?** the support of this application annoys us a bit since it is very slow to respond and provide instant solutions to a question about the service and this generates a loss of time, annoyance and confusion for the user, for which I hope they improve this support and update it so as not to have these problems. Another problem is that the interaction with Microsoft allows you to disable security features which is a nuisance because it allows them to allow targeted attacks on the account being used. **Recommendations to others considering Sage CRM:** Sage is ideal to improve your relationships with your potential customers since it allows you to explore each client you have registered and Sage CRM takes you to know about its functionality, performance and characteristics, which allows you to know more about your customers and improve your relationships and management towards them easily and effectively. I also recommend it as a well-designed search platform that lets you know about any data and files you want to find about your business processes. **What problems is Sage CRM solving and how is that benefiting you?** We use Sage as a service to research client work as it is software that ensures workflow around our business processes and has excellent reporting and dashboard capabilities that allow us to visualize each client's performance. Another use that we dedicate to it is to automate tasks, budgets, orders and campaigns and this allows us to determine open and closed sales. ### 44. A bit of a learning curve but very powerful **Rating:** 3.0/5.0 stars **Reviewed by:** Johnny M. | sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Sage CRM?** The searchability vs our old crm, all the plug ins available in their marketplace **What do you dislike about Sage CRM?** A bit of a learning curve to understand how it works. **What problems is Sage CRM solving and how is that benefiting you?** The ability to quickly search our database, the fact that its cloud-based so we no longer have to remote in to use our crm. ### 45. Wonderful accounting and forecasting tool for Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Takudzwa Stephene K. | Industrial Engineer & Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Sage CRM?** Sage CRM is one of the greatest ERP Software that is helping me to understand and forecast my small businesses finance.The demographcs,purchase likelihood enables me to understand my clients more. **What do you dislike about Sage CRM?** The fact that it has a limited trial period that is little.It also has a lot of challenges especially when one wants to test the use of sending invoices to clients in the trial period.the option is limited for clients to ugrade their price plan. **Recommendations to others considering Sage CRM:** I would like to recommend sage to avail more features to its trial version as well as not do a one size fits all approach on costing for the use of the app and also realise that small businesses are still growing thus being flexible so that more small businesses can join the platform. **What problems is Sage CRM solving and how is that benefiting you?** I am solving problems related to data analysis for the income that comes from my clients ,trying to understand how that can help my small organisation to link up well with potential and existing clients. ### 46. Very customizable, but an outdated back-end. **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler W. | Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Sage CRM?** Sage CRM is easy to use out of the box and has plenty of customization features. Most of the customizations you make can be writte in SQL and JavaScript. It's made by Sage so it has some great integration features with the Sage ERP Products **What do you dislike about Sage CRM?** Integration with Sage 100 is pretty clunky, and it relies on a lot of Java libraries, including Tomcat which always likes to break. The interface could use an overhaul, but I think that would require significant changes in how the software was written. It's definetly a web 2.0 product. **What problems is Sage CRM solving and how is that benefiting you?** We use Sage CRM to keep track of customer interactions, deadlines, project goals, and orders. We integrate Sage CRM with Sage 100, so orders seamlessly sync between the two. ### 47. The Budget looks messy with too many commitment seen in the direct cost. **Rating:** 3.0/5.0 stars **Reviewed by:** Aakash G. | Project coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Sage CRM?** Having the ability of the invoices directly being linked to the budget **What do you dislike about Sage CRM?** Doing any modification to the commitment in Procore is tricky since the changes first need to be in Sage **What problems is Sage CRM solving and how is that benefiting you?** Having invoices and budget linked make sure that we are not over billed ### 48. Made to improve sales **Rating:** 4.0/5.0 stars **Reviewed by:** Ravi S. | Sr Sales Manager ; Ab Initio, Data Engineering, Data Governance-USA, UK, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Sage CRM?** Sage CRM helps in tracking sales at each stage. It helps in setting priorities so one can best utilize his or her time and resources with the right potential and improve sales. **What do you dislike about Sage CRM?** I think the mobile app can be improved and the user interface could be a litter better. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM helps in chasing large numbers of potential customers and most importantly setting priority at each stage. ### 49. its good but could be better. UI/UX needs to be looked at and they are just basic looking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Sage CRM?** it works always so features and core functions works **What do you dislike about Sage CRM?** look and feel is very basic and needs continuous improvement **What problems is Sage CRM solving and how is that benefiting you?** my contact follow up ### 50. Sage CRM is one of the good CRM tools i used. I used Sage CRM for 2 years.This platform is very easy **Rating:** 4.5/5.0 stars **Reviewed by:** Praveen C. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Sage CRM?** Customer contract management,Advanced customization and Reporting and forecasting. **What do you dislike about Sage CRM?** Limited selection of applications and no upfront pricing. **What problems is Sage CRM solving and how is that benefiting you?** Leads are entered and tracked well (Manging leads). Notifications and managing customer information in better way. ## Sage CRM Discussions - [Do you plan on creating a better user guide than what is currently out there?](https://www.g2.com/discussions/do-you-plan-on-creating-a-better-user-guide-than-what-is-currently-out-there) - 1 comment, 1 upvote - [View Sage CRM pricing details and edition comparison](https://www.g2.com/products/sage-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-18+08%3A34%3A59+-0500&secure%5Bsession_id%5D=031b0037-659d-4cf9-ba37-9c240512674a&secure%5Btoken%5D=bb2d34080b89009c6b9edd5289da6de700c72962cc1a34df30f0750fa17c8c20&format=llm_user) ## Sage CRM Integrations - [Google Ads](https://www.g2.com/products/google-ads/reviews) - [Meta](https://www.g2.com/products/meta-ai-meta/reviews) - [Procore](https://www.g2.com/products/procore/reviews) ## Sage CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Sage CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,643 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,244 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,023 reviews)