Sage CRM 2026: Benefits, Features & Pricing

A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible

I love using this, and no problem with this tool. It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork

I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.

There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.

I'm sure its a dream for administators - who get to pull data easily (If the data is actually inputted is a different story)

I won't even discuss the look of the system (yet) This system is most effective for people who have nothing else to do but (write) about what they should do. Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done) That in itself is the MOST counter productive frustration - i have ever had to deal with! Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP! 96minutes of NOT making a sale - on 1 (one) recurring task Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input Built without user experience in mind!

SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects.

Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times.

The in-built business processes are good and very basic to deploy in the initial stages

Well a long list I have for this section: 1. Pathetic customer support 2. Less competent product knowledge to "customer support specialist" 3. Not user friendly software 4. Lot of technical backed problems

Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it.

It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old".

From what I know Sage is largely used in the business/construction world, it's essential to any professional

At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth

The learning curve on this software was shorter than other ones I've used in the past. Workflows were not difficult to set up.

Although there is a short learning curve to get up and running. Becoming proficient is another thing. There is a lot of room for customization that requires better training.

Helps better manager our customers and shows us which way to go

Support team was hard to work with to get implemented