--- title: Sage CRM Reviews meta_title: 'Sage CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 147 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: 147 scale: '5' date_modified: '2026-08-07' 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:** 147 ## 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 **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management. (7 reviews) - Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency. (4 reviews) - Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams. (4 reviews) - Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. (4 reviews) - Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience. (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 Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up. (5 reviews) - Users find that **expertise is required** for setup and customization, leading to a steep learning curve. (3 reviews) - Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability. (3 reviews) - Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency. (3 reviews) - Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time. (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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ## 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?filters%5Bsentiment_snippet%5D=2040048&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+20%3A27%3A51+-0500&secure%5Bsession_id%5D=b2723936-fbdd-41da-863a-e0df2c66c95a&secure%5Btoken%5D=75468add2e63dbce647234481718cb0a00cf6b213fc0942c0a49f295df445c62&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,061 reviews)