--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Sage CRM but has limited features. Are you part of the Sage CRM team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) Discussions [Sage CRM Community](https://www.g2.com/products/sage-crm/discuss) Languages Supported English Solution Type All-in-One Overview by Tim Cheong (Marketing Manager, Media & Online Strategy @Sage Software) Show More ## Pricing Pricing provided by Sage CRM. ### Sage CRM On-Premise Contact Vendor for Pricing ### Sage CRM Cloud $39 per user per month [ View More Pricing Information ](https://www.g2.com/products/sage-crm/pricing) ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Pipedrive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pipedrive") Pipedrive 4.3/5(3,106) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/sage-crm/competitors/alternatives) ## User Insights Average based on 147 real user reviews. Implementation Time 4 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Sage CRM Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Ads ](https://www.g2.com/products/google-ads/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Meta ](https://www.g2.com/products/meta-ai-meta/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Procore ](https://www.g2.com/products/procore/reviews) Show More ![Luis P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis P.") 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. Show More Validated ReviewerSource: Organic ## Questions about Sage CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Sage CRM ](https://www.g2.com/products/sage-crm/discussions/new) GU Guest User What is Sage CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-sage-crm-used-for) DM Dennis McDermott • Last activity over 6 years ago Do you plan on creating a better user guide than what is currently out there? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/do-you-plan-on-creating-a-better-user-guide-than-what-is-currently-out-there) [ View all Discussions ](https://www.g2.com/products/sage-crm/discuss) ## Pricing Options Pricing provided by Sage CRM. ### Sage CRM On-Premise Contact Vendor for Pricing ### Sage CRM Cloud $39 per user per month [ View More Pricing Information ](https://www.g2.com/products/sage-crm/pricing) Sage CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-sage-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-sales.png "Product Avatar Image") Microsoft Dynamics 365 Sales 3.8/5(1,623) [ Compare Now ](https://www.g2.com/compare/dynamics-365-sales-vs-sage-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image") Zoho 4.1/5(2,947) [ Compare Now ](https://www.g2.com/compare/sage-crm-vs-zoho-crm) ##### ##### Sage CRM Features Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. Task / Activity Management Marketing Automation Lead Management Customer Support Case Management Customer Support Portal Knowledge Base Reporting & Analytics Reporting Dashboards Forecasting [ View More Features ](https://www.g2.com/products/sage-crm/features) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm) ##### Explore More [What's the top sales engagement tool for my team](https://www.g2.com/discussions/what-s-the-top-sales-engagement-tool-for-my-team)[Affordable AI sales assistants for medium businesses](https://www.g2.com/discussions/what-are-the-most-affordable-ai-sales-assistants-for-medium-businesses)[What cloud rebate management systems work best for B2B companies with complex channel incentive programs involving resellers, distributors and direct partners at different tiers?](https://www.g2.com/discussions/what-cloud-rebate-management-systems-work-best-for-b2b-companies-with-complex-channel-incentive-programs-involving-resellers-distributors-and-direct-partners-at-different-tiers) [Staffing Agencies in Memphis](https://www.g2.com/categories/staffing-agencies/locations/memphis-tn-us)[Which CAD viewers handle large, complex models without lag while still maintaining strong DWG file compatibility?](https://www.g2.com/discussions/which-cad-viewers-have-the-cleanest-most-lightweight-interface-while-still-delivering-professional-grade-viewing-for-dwg-step-and-3d-files)[Pros and Cons Details](https://www.g2.com/products/sage-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)