--- 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: '2026-08-04' 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 (3 reviews) - Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability.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. 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. ### 2. Helps to manage our business every day **Rating:** 4.5/5.0 stars **Reviewed by:** Steven M. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Sage CRM?** Easily customizable. We use Sage CRM every day to manage customer communications and to track claims. It is integrated with our accounting system which allows some employees access to key financial information without giving them access to ALL financial information. We also have a completely custom screen which we use to manage our transportation and deliveries. **What do you dislike about Sage CRM?** We sometimes have to reset IIS because CRM gets stuck on the internet. Not sure yet why that is, as it works great most of the time. Could be an issue with our server. **What problems is Sage CRM solving and how is that benefiting you?** Document communications for all employees to see. Track product claims. Track shipping and deliveries. Strong security, giving employees the information that they need without giving them information that they don't need. ### 3. Improved sales performance with Sage CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Sage CRM?** Integration to our accounting system allowing sales to view accounting info and accounting to view sales info. Integration to other applications. We have been able to integrate CRM to our marketing and support apps to create a 360 view of information about our customers in one place. Workflow. CRM has allowed us to create workflow around our key business processes. Reporting and Dashboards. CRM has great reporting and dashboard capabilities giving us visibility into performance quickly and efficiently. **What do you dislike about Sage CRM?** The interface is getting better but some areas need improvement still. Needs to be modernized. Better integration to other applications from the cloud version. Screen size could improve, sometimes need to scroll a bit much. **What problems is Sage CRM solving and how is that benefiting you?** Taking care of issues connected with information investigation for the pay that comes from my customers, attempting to see how that can assist my little association with connecting up well with potential and existing customers. Record interchanges so that everything representatives might be able to see. Track item asserts. Track transportation and conveyances. Solid security, giving representatives the data that they need without giving them data that they needn't bother with. ### 4. It is too complicate for integration **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Sage CRM?** Integrated with Sage ERPs, so if you are using Sage 200 for example, it might be a good CRM for you, but keep in mind there is no future for this CRM since Sage is not investing in this product. **What do you dislike about Sage CRM?** Lack of innovations and integrations with other platforms. Very bad customer support service. **What problems is Sage CRM solving and how is that benefiting you?** Integration with Sage ERP, having the same information in the system. ### 5. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Emma S. | SDR, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2022 **What do you like best about Sage CRM?** Its effectiveness and how user-friendly it is. So easy to see all of my content and has made working so much more efficient! **What do you dislike about Sage CRM?** Nothing - would highly, highly recommend it **Recommendations to others considering Sage CRM:** N/A **What problems is Sage CRM solving and how is that benefiting you?** Solving the problem of seeing all my content in one place and being able to easily access it. Benefits have been the efficiency in which I can get my work done and keep track of everything. ### 6. Sage is OK **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Sage CRM?** Easy to do inventory and the dashboard is user-friendly. **What do you dislike about Sage CRM?** for a big business it is not robust and may not keep up with the demand **What problems is Sage CRM solving and how is that benefiting you?** inputting orders from customers in a timely manner ### 7. Clients relationship **Rating:** 5.0/5.0 stars **Reviewed by:** Herby M. | Senior Specialist Customer Care, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2022 **What do you like best about Sage CRM?** The ease of updating accounts and billing clients. **What do you dislike about Sage CRM?** I think it could be a little more user-friendly. **Recommendations to others considering Sage CRM:** The in-built business processes are good and very basic to deploy in the initial stages **What problems is Sage CRM solving and how is that benefiting you?** Advertising mainly. ### 8. Best CRM To Manage And Increase Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammed Haseeb A. | Functional Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Sage CRM?** SAGE CRM is an integrated solution with SAGE 200 and SAGE 300 ERP Software **What do you dislike about Sage CRM?** Advantages Of Sage CRM: SAGE CRM constitutes with complete Sales cycle from registering a contact to the conversion of Lead to customer. Downsides Of Sage CRM: Somebody must he end-users must be trained in detail to use the system. Sage CRM is not available as a Native cloud product. It is otherwise a self-hosted version and can be accessed anywhere in the world. **What problems is Sage CRM solving and how is that benefiting you?** The most common problem of SAGE CRM is the Integration of emails from Outlooks to SAGE CRM, and it is the primary requirement for handling the contacts and from outlook to CRM and from CRM to Microsoft outlook. The two-way contact management will help the users to have a centralized contact database whether the contact is added from Microsoft Outlook or the SAGE CRM first. Another CRM system would force the users to maintain only a one-way data input methodology. Since it is a self-hosted CRM VPN, connectivity failure is the biggest challenge. However, Microsoft Azure and AWS are the most preferred and suitable infrastructures for SAGE CRM. ### 9. Sage CRM Software tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2022 **What do you like best about Sage CRM?** Easy to manage our leads for better sale **What do you dislike about Sage CRM?** Need improvement on screen interface... **Recommendations to others considering Sage CRM:** It has always allowed me to save all my leads and manage my business more effectively. I can take firm decision by having all the data in place with one click for my sales business. **What problems is Sage CRM solving and how is that benefiting you?** Manage my recruitment business leads. ### 10. I've been using it for 2 years and I like it a lot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about Sage CRM?** The process to create a customer quotation is very easy to use. The software very user friendly and customizable to our company's needs. **What do you dislike about Sage CRM?** It is somewhat cumbersome to enter new line items and edit quotations and proforma invoices. **Recommendations to others considering Sage CRM:** I recommend Sage CRM for retail businesses because it is customizable, easy to use, and you can track your entire sales cycle on the one software **What problems is Sage CRM solving and how is that benefiting you?** I have found it so much easier to generate reports and track employee performance. It also makes working remotely more accessible. ### 11. Best customer relationship management solution Tools. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2021 **What do you like best about Sage CRM?** It helps build customer relationships, Helps to be more productive with marketing campaigns,, and perfect software for medium-sized businesses. **What do you dislike about Sage CRM?** Broad areas, including interfaces, are getting better. However, they need more improvement on modernization such as cloud integration etc. **What problems is Sage CRM solving and how is that benefiting you?** CRM reviews help to adopt the right product for newcomers. Save a lot of time for the research on CRM. The benefit that I have received is the increase in sales over around the world and the cop[nay was quite happy ### 12. Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Ben M. | Project Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Sage CRM?** All of the job cost is easily trackable. **What do you dislike about Sage CRM?** It can be SLOW. Use your patience and Sage will be your friend. **Recommendations to others considering Sage CRM:** If you have patience, Sage an be very helpful. **What problems is Sage CRM solving and how is that benefiting you?** We can track all of our costs from main jobs, sub jobs, SPW work, etc. ### 13. Sage CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Uzo N. | Procurement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Sage CRM?** Its versatility and ability to integrate with the ERP **What do you dislike about Sage CRM?** It takes a bit of getting used to. It could be more simplified. **What problems is Sage CRM solving and how is that benefiting you?** Managing client relationships more effectively. ### 14. Ok but some flaws **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Sage CRM?** I think in many it's the UI, it is clear and concise and really intuitive. Also, it integrates into the Sage product stack perfectly **What do you dislike about Sage CRM?** Well, it has some issues, outside of the Sage product suite options for customization is limited **Recommendations to others considering Sage CRM:** Dont **What problems is Sage CRM solving and how is that benefiting you?** Well I trialed it to determine the availability of using it in my business, and while it offered an interesting platform was not for me. So didn't really solve my issue, no benefits realised ### 15. My Experience with Sage Accpac **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2021 **What do you like best about Sage CRM?** It is user-friendly, its Accounts Receivable and Payables modules have some of the best features, including allowing partial payments, multiple invoice payments, and various analysis reports. **What do you dislike about Sage CRM?** Its reports are pretty messy when you download it into excel format. There are too many merged cells and formatting that make it challenging to insert filters and formulas. **Recommendations to others considering Sage CRM:** I would recommend Sage to those who have extensive reporting requirements. It is very user friendly even when moving from a new accounting system. **What problems is Sage CRM solving and how is that benefiting you?** As sage has comprehensive reports which are helpful to management, resolving the format of these reports is something that we are currently working on. ### 16. Good tool to manage vacations and office attendance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Sage CRM?** Good tool to manage vacations and office attendance. We using it during Covid times. It is also possible to attach employee handbooks and other HR **What do you dislike about Sage CRM?** It is a bit slow to move forward into other pages in between the different sections of the platform. **What problems is Sage CRM solving and how is that benefiting you?** Helping organizing working from home and holidays for the employees. ### 17. Sage CRM Will help Better Customer Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Sage CRM?** I really enjoyed that Sage CRM helped us simplify our sales process. **What do you dislike about Sage CRM?** I didn't particularly appreciate that it was sometimes tricky to use on the user side. **What problems is Sage CRM solving and how is that benefiting you?** We were able to automate sales tasks to expedite pre-established processes. ### 18. VERY USEFUL BUT HARD TO FOLLOW **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Sage CRM?** I like how direct everything can be once you understand the whole process. It is easy to navigate and process so many different things. **What do you dislike about Sage CRM?** There are many field you do not know you can use unless you know tricks and tips. It is not easily to access if you do not know that the small steps are there. The support could be better. **What problems is Sage CRM solving and how is that benefiting you?** I am able to process orders, receipts, PO and shipping numbers easily in one spot. ### 19. Sage Advice **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2021 **What do you like best about Sage CRM?** I think the reporting capability is good **What do you dislike about Sage CRM?** sometimes slow I think it needs a better integration capability **What problems is Sage CRM solving and how is that benefiting you?** looking at a lot of customer data ### 20. Contacts centralizing and project pipelines distribution tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Veronica P. | Solutions Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about Sage CRM?** The platforms has two choices for the user to decide if to work with the On-Premises the Hosted platform. Sage CRM allows customization on its different functions so that the user can be fully satisfied by the tool performances. Easy creating change proposals and the management ability for simple leads and prospects management and it also offer the easy access to different organization information. Sage CRM enables turning of an Opportunity to a Quote, the in-build various business processes is another benefit of this expenses tracking platform. **What do you dislike about Sage CRM?** About Sage CRM i can not state an issue on this software usage because even to those are very new on this it takes no time to start using the tool. **Recommendations to others considering Sage CRM:** Easy software on usage and quite nice for productive management of contacts, leads and very excellent for data storage. **What problems is Sage CRM solving and how is that benefiting you?** Accessing different clients information from a single place. Maintaining the relationship with the potential customers. ### 21. Sage CRM provides great tools for customers and market upgrading programme. **Rating:** 5.0/5.0 stars **Reviewed by:** Cade O. | Sales Business Development, Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2020 **What do you like best about Sage CRM?** If a person is looking for a budget and finance planner along with marketing manager, this software is by all means ready to go. It has different kind of widgets for work related products like dealings with leads and their whole background knowledge alongwith projects that are ongoing and also that are done. It also tells us about the weekly performance regarding company and every team member and keep tracks offline and online. **What do you dislike about Sage CRM?** This software gives access to limited apps which doesn't fulfil the needs for work related products. It hangs easily and efficiency of companies progress lags behind. This app is not for freelancers which is not good and limited device can be synced with this. Lightning bolt doesn't work accordingly and syncing files is a big concern. **Recommendations to others considering Sage CRM:** If a person is new to business and needs user friendly app, this is a way to go with. **What problems is Sage CRM solving and how is that benefiting you?** Sage CRM is easy to use , affordable and reliable app for enterprise transactions and business purposes. It gives boost to marketing as well alongwith organisation of opportunities for Betterment. ### 22. It is a huge CRM support for sales managers and sales people to organize all activities on one board **Rating:** 5.0/5.0 stars **Reviewed by:** Christian H. | Account Manager, Core & Fluid Analysis | Oklahoma, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2020 **What do you like best about Sage CRM?** Sage CRM is a full-managed sales software which helps us to manage our sales leads because it has the potential to automatically creates a new contacts of sales leads and then our sales selling process is so fast. The sage CRM charts have good sales management and that’s why all of our salesforce activities are fully functioning. We can assign CRM tasks by creating the sales and marketing activities and tasks. **What do you dislike about Sage CRM?** Sage CRM software is not very helpful as others because it does not have an ability to provide everything in one place and handling the queries from the customers side is not really that easy for whole team to manage at this single platform. As we use only one feature at a time such as it's sales pipeline which is also not that much precise and efficient. **What problems is Sage CRM solving and how is that benefiting you?** For me, Sage CRM is a powerful sales tool to get done with our CRM activities and marketing organized. Sage has been extremely beneficial in helping to streamline our sales process because it is the world best lead management CRM which is well-organized for our sales, leads & products. ### 23. Improved productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Barry L. | Honorary Professorial Fellow - Entrepreneurship & Strategy, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about Sage CRM?** It is great to see all notes in one place **What do you dislike about Sage CRM?** lack of mobile functionality on Sage 200CRM **What problems is Sage CRM solving and how is that benefiting you?** Comms improved ### 24. Sage CRM can be a useful tool if implemented properly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Sage CRM?** The flexibility that is afforded by customizing as we see fit to meet our needs. **What do you dislike about Sage CRM?** That flexibility comes at a price in the way of consultant hours to help us develop it. Out of the box, Sage is a decent CRM, but to really take advantage of it's power, you need to be able to invest in development hours to customize it to fit the organization's needs. Unless you have a development team on staff that can be used to help with these customization, you will need the assistance of a consultant to do that type of work; and that can get expensive. We are fortunate enough to have a full time CRM Administrator but even then some of the customizations are above my skill level which makes it frustrating to fulfill the requests of our end users who just want to optimize our CRM and make efficiency improvements. **What problems is Sage CRM solving and how is that benefiting you?** The biggest and most obvious problem we solved by using Sage CRM is having a truth of source for all of our customer interactions and make that data available to everyone in the organization. ### 25. Helpful CRM tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Adele S. | Senior Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2020 **What do you like best about Sage CRM?** Sage CRM offers a full set of features such as case management, marketing campaigns and marketing process workflows. I can send mails, individually or in mass, via Sage. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. **What do you dislike about Sage CRM?** It needs to be able to upload csv files. Sage CRM doesn't have the extensive app store that other CRM products have. **What problems is Sage CRM solving and how is that benefiting you?** The tool is easy to use with a lot of options. Sage CRM has vastly improved the productivity of our sales team who concentrate more on making deals rather than writing reports. ### 26. The best ally for your company. **Rating:** 4.0/5.0 stars **Reviewed by:** Giorgia K. | Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2020 **What do you like best about Sage CRM?** It's very easy to use, extremely flexible and customized very easily. The generated reports are very thorough. The details may be exported to Excel. Allow customers to self-serve for customer service matters Aware of the cost-effectiveness of marketing campaigns Strengthen customer relations. **What do you dislike about Sage CRM?** Depending on the web browser you are using it works better or worse. Sometimes the search function causes mistakes. When you manage a lot of information, it's a little slow. **Recommendations to others considering Sage CRM:** Management of schedules, appointments and assignment work Share sales data with the whole team Complete significant sales processes Integrate and reassign significant accounting data Deliver and assign guidelines Defining sales cycles that will make sense for your business. **What problems is Sage CRM solving and how is that benefiting you?** You can create all documents using the sales templates that Sage CRM brings, keep them on track of the customer's history and continually monitor sales opportunities in order to increase effectiveness in the sales cycle, such as the organization of daily tasks, communication between customers and internal staff. Marketing is strengthened by tools that enable the database to be segmented into criteria, so you can create a set of detailed reports with this information and facilitate the entire business work. ### 27. The original salesperson’s CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Hector V. | Regional Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2020 **What do you like best about Sage CRM?** Easy, simple, and convenient access to all your leads and contacts **What do you dislike about Sage CRM?** The user interface looks a little dated and lags **Recommendations to others considering Sage CRM:** Do a total refresh of the entire core, make it easier and simple to run from a mobile app. **What problems is Sage CRM solving and how is that benefiting you?** Simple way to manage the sales pipeline and opportunities ### 28. Sage CRM is software that's very intuitive. **Rating:** 5.0/5.0 stars **Reviewed by:** Bailey G. | Senior HR Representative, Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2019 **What do you like best about Sage CRM?** Excellent management company which focuses on process automation, performance and best practice in partner businesses, a system that incorporates all sectors and processes so that managers have company decision making accounts aimed at quality, transparency and objectivity. **What do you dislike about Sage CRM?** This tool does not benefit me, because it optimizes processes, integrates and makes each process integrated and minimizes process failures and defects. **Recommendations to others considering Sage CRM:** Great tool for automating business processes, introducing outstanding software and more effective processes to their partners and innovating and upgrading their system to please their partners. We have more protection in information, processes and services today, a very powerful tool that adds value to our organisation. **What problems is Sage CRM solving and how is that benefiting you?** Our business had a lot of communication, procedure and human deficiencies before that method, where often the physical inventory did not match the program, a gap in the payable or receivable accounts caused a company's tedious financial cost. All processes are currently integrated. ### 29. I use Sage CRM in my daily work. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2020 **What do you like best about Sage CRM?** The advantages of working in Sage CRM are that when selecting a contractor, you can easily enter information about each contractor in the system, i.e. making offers, cold calls, offer reminders, overdue calls, etc. I highly recommend! **What do you dislike about Sage CRM?** Some types of documents cannot be generated. Without this I have no objections to this program. **Recommendations to others considering Sage CRM:** I don't have any advices to others. **What problems is Sage CRM solving and how is that benefiting you?** When entering data about contractors, I can always go back to a specific one of them and determine what was done on a given day, deal with orders or payments. This helps me in my daily work, as I keep track of every offer and calls to customers. ### 30. Used daily for customer service inquiries **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Sage CRM?** Sage does a great job of having all of our part numbers, sales orders, and overall history in one place. It's important that my company is able to see previous invoices very quickly, especially when dealing with meticulous sales orders from government industries. It's easy to modify issues at hand, because everyone makes mistakes while entering orders, and it's very easy to find the paper trail of previous orders even when they go back a decade. **What do you dislike about Sage CRM?** It does not always show a great description of what part number has what. The difference between the color of our product might vary by a single number is part descriptions. I wish sage would show a quicker description without having to go directly into the part and close out every time you want to look. **Recommendations to others considering Sage CRM:** Really try to branch out and go into different parts of Sage that you normally would not. There are many useful tools you might not even think about. **What problems is Sage CRM solving and how is that benefiting you?** It's extremely easy to fix a mistake, because every company can make one. It does a great job at leaving a paper trail for our more complex orders and allows us to have an easy reference during an audit. ### 31. An extremely helpful business development tool that keeps the entire team informed **Rating:** 4.0/5.0 stars **Reviewed by:** Dennis B. | Marketing Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2019 **What do you like best about Sage CRM?** The user interface of Sage CRM is relatively straightforward and has very distinct sections that allow us to identify various sales and background information easily. A like being able to connect with many users and be able to update the status of various tasks in real time. We can look at many of the graphical features in Sage CRM and get a quick understanding of where things stand throughout an entire sales campaign. I like that we can make notes on direct sales efforts and also email marketing campaigns. **What do you dislike about Sage CRM?** I personally have enjoyed having a better grasp on all the group information that flow in our Sage CRM account, but keeping up with all of the activities can be burdensome for some people through a CRM. I think many people can often feel pressure to simple move items forward and focus less on quality results. Sage CRM can sometimes make our work too much of a numbers game. **Recommendations to others considering Sage CRM:** There are numerous CRM applications that can be accessed through a web portal these days, but I think Sage CRM is above average and can be easier to get users on-boarded compared to many other solutions. I would recommend it for improving overall awareness of account activities and to promote faster task completion. **What problems is Sage CRM solving and how is that benefiting you?** After using Sage CRM for several sales and marketing campaigns, we have all gained a great deal of control over group activity data and access to resources. We can share information and communicate more efficiently and rely less on meetings of any kind, whether that's in-person or online. From a bottom line standpoint, I think the improved accountability from Sage CRM has helped us convert for sales and be more in tuned with the activities of specific leads and clients. ### 32. Sage CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Curtis K. | Owner, Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2020 **What do you like best about Sage CRM?** Tight integration with Sage 300. Browser based interface and mobile support. Integration with Outlook. **What do you dislike about Sage CRM?** Interface is a little outdated............ **What problems is Sage CRM solving and how is that benefiting you?** Calendar sharing to see your team's availability. Forecasting and sales pipeline management for projection visibility. Ability to log email communication. Case management support. Has mobile device support. ### 33. Excellent CRM platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Sophie H. | Product Development Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Sage CRM?** It's easy to use and I like that if you don't have a canned file, you can sign in with Microsoft Access and get any details you want from it. **What do you dislike about Sage CRM?** There is nothing I do not like, since its implementation we have not had failures. **Recommendations to others considering Sage CRM:** This software offers functionality and is very easy to implement and use, I recommend it. **What problems is Sage CRM solving and how is that benefiting you?** The software is very user friendly and has a good basic setup that can allow you to function as soon as possible. ### 34. Easy and Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie W. | Account Executive, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2018 **What do you like best about Sage CRM?** What I like best about Sage CRM is that it is so highly customizable, so we can add and change fields and layouts to fit our company's business model. We can even create new modules for custom tracking, and we can set security on multiple levels, from module access for a user to the ability for the user to see specific fields on a screen. **What do you dislike about Sage CRM?** My least favorite part about Sage CRM is the mobile app. You have to download data to your phone. The mobile browser site is better but may require some customization to see exactly what you want and how. **Recommendations to others considering Sage CRM:** Check out how easy it is to customize the system fields and layouts, as well as building marketing groups and data reports. Any CRM that you are looking at, ask the demonstrator to show you how easy it is to administer, and what kind of support you can expect after your implementation is complete. **What problems is Sage CRM solving and how is that benefiting you?** We use Sage CRM for sales and service tracking. It has helped up greatly improve our service response time and the ability to track and report on recurring or common issues. We also now have a solid sales pipeline that we can report and rely on. We are also now able to track and report on the training classes that we offer. ### 35. Clean Easy to Use CRM System **Rating:** 4.5/5.0 stars **Reviewed by:** Christine W. | Pinnacle Direct Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2018 **What do you like best about Sage CRM?** I have recently begin using this CRM system and was able to get off the ground prior to having any training, such is the ease of use of the system - the console is well laid out and it's simple to navigate to the required areas of the platform, and back again. **What do you dislike about Sage CRM?** Group creation appears to be rather convoluted and cumbersome. I will undertake some further training in this area however from personal usage so far it does not seem straighforward. **Recommendations to others considering Sage CRM:** This is a fresh, easy to use, CRM system, that does all that I need without taking onerous amounts of time to learn/get to grips with. **What problems is Sage CRM solving and how is that benefiting you?** Easy management of customer contacts, organisations and opportunities. I can also view support tickets with ease and the information held here is plentiful and useful. It is also simple to pull off reports as necessary which saves me additional admin/typing out that I would have had to do previously. ### 36. It works **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Sage CRM?** Sage is a great way to keep up with your daily sales needs. **What do you dislike about Sage CRM?** To be honest I don't feel like the software is super user friendly. I often get hung up when inputting data. **What problems is Sage CRM solving and how is that benefiting you?** It was trying to help us establish a sales goal but it was more confusing and our company is very old school. It was too hard to get everyone on board so we stopped using it. ### 37. Great CRM platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Sage CRM?** Excellent interface, easy to navigate good communication **What do you dislike about Sage CRM?** The loading times. Can be quite slow at times. Can only allow one user to edit something at a time **Recommendations to others considering Sage CRM:** Great software for sales and invoicing, be careful when inputting addresses and contact info **What problems is Sage CRM solving and how is that benefiting you?** placing orders - brilliant ### 38. Sage CRM **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Sage CRM?** It's nice to see a wide range of customers at a glance. **What do you dislike about Sage CRM?** I'd like to see more specific fields to our business that we can continually add to. **What problems is Sage CRM solving and how is that benefiting you?** It's just solving our need for names and addresses of people. ### 39. Horrible. Simply horrible. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about Sage CRM?** I can honestly say there is nothing great about this product. May be the version we are on, but I would never recommend it to anyone. **What do you dislike about Sage CRM?** Reporting is clunky, it's not user-friendly, mobile app is non-existent. Promised features we never got during upgrades. **What problems is Sage CRM solving and how is that benefiting you?** We used as CRM for the 5 years I was here. We've now moved to SalesForce. ### 40. Great Sales Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan B. | BMC Footprints Software Consulant, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2018 **What do you like best about Sage CRM?** Great sales and leads tool along with email intergration for tracking along with an area to manage Support for our products and track requests/issues. **What do you dislike about Sage CRM?** Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet Explorer. Also could be a bit more customizable for a Help Desk Support enviorment and reporting. **What problems is Sage CRM solving and how is that benefiting you?** To have a system that integrates with our product Sage 100/500 ### 41. Sage CRM - Many uses and benefits! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2018 **What do you like best about Sage CRM?** Sage CRM is easily customizable to suit any individual company's needs. Since we also use Sage 100c (version 2017) we enjoy a nearly seamless integration. I primarily use Sage CRM as a project and case tracking system as I work as support for our clients who use Sage 100 and other Sage products. **What do you dislike about Sage CRM?** Sage CRM functions just a little bit differently when you use it in Chrome than when you use it in Internet Explorer. **Recommendations to others considering Sage CRM:** You should definitely consider using Sage CRM, especially if you use Sage 100 or other Sage products. It integrates seamlessly. The integration between Sage products and the integration with Microsoft Outlook makes communication tracking easy. **What problems is Sage CRM solving and how is that benefiting you?** We are able to keep track of potential sales (prospects), current customers, track help cases associated with the products we sell and maintain, and deposit resolutions, agreements, and other documents all in one place. One of the biggest benefits we've gained by using Sage CRM is being able to leverage the integration with our Sage 100c system. One really cool feature is the Outlook add-in that allows us to keep track of appointments within Sage CRM and associate emails with customers and tie them to cases or projects as communications that allow us to review all the relevant information in one place. ### 42. A bit temperamental **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2018 **What do you like best about Sage CRM?** The strength of Sage is that it's quite customisable. We were able to adapt it to our business needs fairly easily. Once set-up the reports are easy to dowload and get (financial reports like sales done in the month), it is also easy to keep track of your pipeline. The support is great, they've always been super fast at getting back to me, faultless servive here. **What do you dislike about Sage CRM?** Overall, I'd say this software is temperamental, and a bit dated. The search function works 1 out of 5 times, you sometimes need to add % in front of name to make sure the right company/contact come up. This has led to the team entering the same contact twice for example, not great. I also generally find that sometimes things won't work (e.g. you try to create an opportunity for example) and you have to close the window and start again - it's actually a fairly regular occurence. The other thing as well is that while customising the software is easily done, it does require external help (so billable work!) **Recommendations to others considering Sage CRM:** The price is decent compared to some key competitors, but some of the features aren't that advanced in comparison, just think about what you really need to see whether Sage is actually what you need **What problems is Sage CRM solving and how is that benefiting you?** Pipeline tracking, invoicing, contact database maintenance ### 43. Sage **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2018 **What do you like best about Sage CRM?** No lag time. Reports are helpful. Prints accurately **What do you dislike about Sage CRM?** Way too much data. Takes too long to do simple things **What problems is Sage CRM solving and how is that benefiting you?** Inventory is not accurate. No benefits ### 44. Not a Friendly Program **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2018 **What do you like best about Sage CRM?** The linkage between CRM and Accpac is it's best feature. **What do you dislike about Sage CRM?** The program was not intuitive and was prone to glitches and errors. Groups were a nightmare; it was extremely difficult to delete records and find the records you wanted to add. **What problems is Sage CRM solving and how is that benefiting you?** Can store files attached to certain contacts. ### 45. Easy to use and customize **Rating:** 3.5/5.0 stars **Reviewed by:** Beth G. | Vice President Operations, Food Production, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Sage CRM?** It has been very helpful to have all our customer data in one place **What do you dislike about Sage CRM?** Because it is on a hosted server the communication back and forth can be slow at times. **Recommendations to others considering Sage CRM:** Be patient with the integration with Outlook **What problems is Sage CRM solving and how is that benefiting you?** Customer Data organized in 1 place. Quick access to customer info. ### 46. New user - first impressions very functional. Not pretty. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2017 **What do you like best about Sage CRM?** Data analyse that's possible and linking with Sage200 and other systems. **What do you dislike about Sage CRM?** It's appearance, and the 'cloud' version is not true cloud. **Recommendations to others considering Sage CRM:** Really get under the skin of it first, find out exactly what you need your CRM to do, where you want to access it, and how you want to access it. **What problems is Sage CRM solving and how is that benefiting you?** Sales lifecycle, forecasting and recording activities. ### 47. Business Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Sage CRM?** Sage is easy to use and "canned" reports are useful right from the start. **What do you dislike about Sage CRM?** Sometimes get "lost" in windows to find something so that if you had to find your way back to a particular spot in the future, it was impossible. Like drilling down to a transaction level. **Recommendations to others considering Sage CRM:** Use a 3rd party vendor such as SWK Technologies for support. It's much easier to get through to them and work with a consistent rep. **What problems is Sage CRM solving and how is that benefiting you?** Financial reporting. Much more efficient than prior methods using spreadsheets. ### 48. Sage CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2018 **What do you like best about Sage CRM?** Keeps all contacts and communications in one place **What do you dislike about Sage CRM?** Integration with ACT or other 3rd party CRMs **What problems is Sage CRM solving and how is that benefiting you?** Used for tracking new sales in pipeline and tracking corespondents ### 49. Used sage 100 and 300. 300 is good from all other, price is high but its worth it **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2018 **What do you like best about Sage CRM?** Its complicate but i like its availability and reliability. **What do you dislike about Sage CRM?** Price is high. And we cannot upgrade to 300c version. **Recommendations to others considering Sage CRM:** Not much **What problems is Sage CRM solving and how is that benefiting you?** Its has lot of features ### 50. A great tool to keep track of customers and prospects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2017 **What do you like best about Sage CRM?** The ease in looking up all clients and prospects. **What do you dislike about Sage CRM?** Sometimes seems a little bit cluttered - Could use an upgrade on the overall look. **What problems is Sage CRM solving and how is that benefiting you?** In my role, I mostly use Sage CRM to look up current or potential customers. It is also beneficial to add any new or delete any old information. We can also use it as a calendar tool that reminds us when we need to get in touch with customers or prospects. The benefits include improved efficiency throughout the office and a central hub to keep all customer and prospect information. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+12%3A31%3A51+-0500&secure%5Bsession_id%5D=e959e30d-60fa-40f0-a2e3-42df15b54a7e&secure%5Btoken%5D=9c8920f8a6bc4ab9cf6084917348730a1bc94ee70d043dfc5bc713ae48bae936&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 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)