--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management. [(7 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1180957&qs=pros-and-cons#reviews) Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency. [(4 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1180788&qs=pros-and-cons#reviews) Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams. [(4 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360573&qs=pros-and-cons#reviews) Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. [(4 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1991697&qs=pros-and-cons#reviews) Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience. [(4 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1181120&qs=pros-and-cons#reviews) Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up. [(5 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2040048&qs=pros-and-cons#reviews) Users find that **expertise is required** for setup and customization, leading to a steep learning curve. [(3 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360658&qs=pros-and-cons#reviews) Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability. [(3 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2399340&qs=pros-and-cons#reviews) Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency. [(3 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360655&qs=pros-and-cons#reviews) Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time. [(2 mentions)](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1181082&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Sage CRM ##### 1. Ease of Use Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management. [ See 7 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1180957&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" What do you like 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. KP Karthick P. Small-Business (50 or fewer emp.) 4.0/5 "Best-in-Class Sage CRM: Flexible, User-Friendly, and Deep Accounting Integration" What do you like about Sage CRM? The best in class Sage CRM with practical balance between flexibility, usability and integration with accounting systems Deep integration with cust ##### 2. Customer Management Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency. [ See 4 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1180788&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" What do you like 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 2.5/5 "Best things about Sage CRM" What do you like 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 ##### 3. Easy Access Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams. [ See 4 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360573&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" What do you like 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. ![Aman S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aman S.") AS Aman S. Mid-Market (51-1000 emp.) 4.5/5 "Easy Access to Prospect Details, Interactions, and Case History" What do you like 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 su ##### 4. Easy Navigation Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. [ See 4 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1991697&qs=pros-and-cons#reviews) See Related User Reviews ![Daniela G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniela G.") DG Daniela G. Small-Business (50 or fewer emp.) 5.0/5 "Easy to Use with Strong Tracking Features" What do you like 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 effici ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "Reliable CRM with Customization and Strong Reporting" What do you like 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 activit ##### 5. User-Friendly Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience. [ See 4 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1181120&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "Reliable CRM with Customization and Strong Reporting" What do you like 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 activit HC Holly C. Mid-Market (51-1000 emp.) 4.0/5 "Great system for payroll" What do you like 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 us ### 5 Cons or Disadvantages of Sage CRM ##### 1. Limited Customization Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up. [ See 5 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2040048&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" 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 tim WF Wale F. Small-Business (50 or fewer emp.) 4.5/5 "Sage CRM Keeps Customer Info Organized and Follow-Ups Effortless" 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. ##### 2. Expertise Required Users find that **expertise is required** for setup and customization, leading to a steep learning curve. [ See 3 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360658&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" 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 tim ![Paras G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paras G.") PG Paras G. Small-Business (50 or fewer emp.) 4.5/5 "Simple, Informative UI That Boosts Daily Productivity" What do you dislike about Sage CRM? Difficult implementation process that requires real time communication with customer representatives. ##### 3. Integration Issues Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability. [ See 3 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2399340&qs=pros-and-cons#reviews) See Related User Reviews ![Aman S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aman S.") AS Aman S. Mid-Market (51-1000 emp.) 4.5/5 "Easy Access to Prospect Details, Interactions, and Case History" What do you dislike about Sage CRM? Limited on Advance features & Integration. KP Karthick P. Small-Business (50 or fewer emp.) 4.0/5 "Best-in-Class Sage CRM: Flexible, User-Friendly, and Deep Accounting Integration" 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 basi ##### 4. Not User-Friendly Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency. [ See 3 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=2360655&qs=pros-and-cons#reviews) See Related User Reviews WF Wale F. Small-Business (50 or fewer emp.) 4.5/5 "Sage CRM Keeps Customer Info Organized and Follow-Ups Effortless" 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 2.5/5 "Best things about Sage CRM" 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 an ##### 5. Learning Curve Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time. [ See 2 mentions ](https://www.g2.com/products/sage-crm/reviews?filters%5Bsentiment_snippet%5D=1181082&qs=pros-and-cons#reviews) See Related User Reviews ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 5.0/5 "Centralized CRM with Complex Setup" 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 tim ![Jerian L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jerian L.") JL Jerian L. 4.0/5 "Better Than Previous Versions, Some Design Flaws" What do you dislike about Sage CRM? I find the design aspects of Sage CRM, specifically the color scheme, to be not great. 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LP Luis P. Business Development Small-Business (50 or fewer emp.) 7/17/2026 "Flexible and customizable, with solid integrations and detailed reports" 4/5 What do you like best about Sage CRM? flexibility and customization capability. It allows adapting sales, marketing, and customer service processes according to business needs, in addition to offering good integration with other systems and detailed reports that help in decision-making. Review collected by and hosted on G2.com. What do you dislike about Sage CRM? interface a bit outdated, which may not be as intuitive as that of other more modern CRMs. Additionally, the initial setup and customization may require more advanced technical knowledge, which can be challenging for small businesses or users without IT support. Review collected by and hosted on G2.com. What problems is Sage CRM solving and how is that benefiting you? Sage CRM primarily addresses the problem of lack of organization and visibility in customer relationships. It centralizes contact information, interaction history, sales opportunities, and activities, preventing data loss and improving the tracking of the sales funnel. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 inviteAI Translated ![Vidur S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vidur S.") VS Vidur S. Senior Client Services Manager Small-Business (50 or fewer emp.) 5/7/2026 "Seamless Sage Integration That Bridges Sales and Finance" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerSource: G2 invite ![Tracey M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracey M.") TM Tracey M. Senior Project Accountant Mid-Market (51-1000 emp.) 5/5/2026 "Effortless Data Access and Streamlined Setup" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Sage CRM? Nothing couldn’t fault its amazing as it is cannot fault Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Leanne G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leanne G.") LG Leanne G. Sales Operations Manager Telecommunications Mid-Market (51-1000 emp.) 4/18/2026 "Sage CRM Centralises Customer Data and Streamlines Sales with Sage Integration" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Faizan .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Faizan .") F Faizan . Small-Business (50 or fewer emp.) 5/2/2026 "Efficient Sales Management with Easy Automation" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Sage CRM? I think the UI can be improved. And the knowledge base guiding through the CRM. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Isti W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Isti W.") IW Isti W. Sales & CRM Coordinator Computer Games Small-Business (50 or fewer emp.) 3/5/2026 "Unifies Customer Data, Needs Better Marketing Features" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ander V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ander V.") AV Ander V. Computer technician Small-Business (50 or fewer emp.) 4/16/2026 "Versatile and Intuitive, Ideal for Accounting" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Sage CRM? I haven't found anything negative that I can review at this time. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 inviteAI Translated ![Rupak P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupak P.") RP Rupak P. 2/5/2026 "Centralized CRM with Complex Setup" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![VANESSA F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "VANESSA F.") VF VANESSA F. Assistant controller Mid-Market (51-1000 emp.) 4/28/2026 "Simple, Customizable Sage for Multi-Industry Expense and Revenue Tracking" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Sage CRM? The connectors between sage and procore there are a lot of limitations in editing and syncing functions. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 11/22/2025 "Reliable CRM with Customization and Strong Reporting" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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