Sage CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Sage CRM

3.5

(72)

Pricing

Starting at $45.00 per month

About Sage CRM

Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys.

The platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements.

Sales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecast...

Sage CRM Screenshots

Sage CRM Pricing and Plans

Starting price: $45.00 per month

Free Trial

Free Version

Basic

$45.00

per user, per month

No plan information available

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Sage CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Sage CRM
API
Campaign Management
Collaboration Tools
Configurable Workflow
CRM
Customer Engagement
Dashboard
Email Marketing
Forecasting
Marketing Automation
Performance Metrics
Pipeline Management
Real-Time Data
Real-Time Reporting
Reminders
Reporting & Statistics
Sales Reports
Search

Sage CRM Integrations

Microsoft Outlook

Mailchimp

Sage 300

Sage CRM User Reviews

Overall Rating

3.5

Ratings Breakdown

28%

32%

18%

13%

10%

Secondary Ratings

Ease of Use

3.2

Value for money

3.5

Customer support

3.5

Functionality

3.6

Esther B.

Verified reviewer

Architecture & Planning

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Sage is an excellent resource for account management

I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked the ease of updating accounts and billing clients.

Cons:

I found the process complicated and not as user friendly as it could be to load a client account.

Reasons for choosing Sage CRM

Mostly because of the advertising and the reputation from our colleagues

Reasons for switching to Sage CRM

The operations of the company changed from. Warehouse to dropshipping

Kasondra C.

Verified reviewer

Marketing and Advertising

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed October 2024

Sage is great

Easy to navigate and links with your clients etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy and always updating to perform better.

Cons:

Would b nice if it could synch w outlook.

Reasons for switching to Sage CRM

Ease of use and price was better. Turned out to be a better product ll the eay around.

Manish S.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed January 2026

Sage CRM - Legacy CRM

I have had an okay experience with Sage CRM. I’ve used it mainly to support sales and customer management processes, customize workflows, and integrate it with other Sage products like Sage 300. The integrations are a bit outdated, but are reliable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sage CRM is very easy to learn and thus it takes a very short time to get used to it as a new user. This is something not many software tools have. It is very easy to generate reports in this tool.

Cons:

I was not happy with the support for Sage CRM. At one point I even got separate solutions from different support specialists for the same issue I was facing, which was confusing and not what I expected.

Sheral G.

Verified reviewer

Real Estate

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed August 2024

SAGE is outdated

I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I never liked SAGE compared to other CRM. I couldn't WAIT for our company to move to another CRM.

Cons:

It was clunky, it was hard to manage my DB of contacts. Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious.

Kevin F.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Sage CRM - Best in class

Very positive, easy to use and a very powerful tool. The learning curve is quick, new salespeople are generally ready to go in 1-2 days.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sage CRM offers all the functionality a successful salesperson needs, and it's all tightly integrated to our accounting system.

Cons:

Entering opportunities could be easier if company info was automatically transferred over at the time of creation.

Reasons for switching to Sage CRM

I changed jobs! My old company used MS Dynamics, sage CRM was a breath of fresh air.

Dawn O.

Verified reviewer

Construction

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed January 2024

CRM - make it work for you

Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software

Ratings Breakdown

Ease of use

Functionality

Pros:

I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options

Cons:

Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside

Reasons for switching to Sage CRM

The business has outgrown Act so we upgraded to Sage CRM which suited us much better

RAVINDER S.

Verified reviewer

Hospital & Health Care

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed December 2020

The powerhouse of small business accounting

Everyday accounting and balance sheet reports. Links very well with my accountant.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A solid reputation that lasts over the whole product timeline.

Cons:

There are many different functions and each one costs money. The subscription based payments mean it is difficult to break away onto another platform

Reasons for choosing Sage CRM

I have been using it for some years and thought we could change to save money and use a lifetime license. However, the stable is Sage and like it or lump it, it does exactly what it says on the very expensive tin!

Ian S.

Verified reviewer

Construction

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed May 2025

Detailed Accounting Software

Overall, we have been very pleased with this product. We have been able to do integrations with other purchasing and management software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting features are really good. Our company uses them to do deep dives on specific aspects of the business.

Cons:

It may be slightly antiquated when compared to newer accounting systems. Onboarding new users can be troublesome.

Mike M.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2018

Industry Standard so everyone uses it

It allows us to all our accounting in one program

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

you are able to create change proposals and then change orders in order to track costs and link everything together

Cons:

There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.

Andrew M.

Verified reviewer

Computer Software

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed April 2018

Sage CRM's newest version s a refreshing improvement over the older UI

The ability to natively integrate directly into this CRM which couples Sales data of the CRM, with marketing data being captured via 3rd parties. Incredibly streamlined and straight forward contact management database.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sage CRM is a fully customized client relationship management suite with a wide array of different tables and data storage. With a the ability to choose on-prem or hosted, this allows more control over where the data is being stored and how. The 2018 interface is a huge face-lift to the older styled CRM layouts. Really makes Sage seem new again.

Cons:

The architecture can be incredibly complex given the age and various modules clients may be using. The Sage CRM does not have as quite a robust partner/member community as some of the more user friendly CRMs in the SaaS market.

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