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Sage CRM

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[Reviews](https://www.softwareadvice.com/crm/sagecrm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/sagecrm-profile/alternatives/)

# Sage CRM Review

From $45/month Free trial 1 plan

Wondering if Sage CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Sage CRM

3.6

[(73)](https://www.softwareadvice.com/crm/sagecrm-profile/reviews/)

Pricing

Starting at $45.00 per user 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...

ing sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies. The solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships. Moreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows. In summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth.

Wondering if Sage CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Sage CRM User Interface

## Popular Sage CRM Alternatives

Main Product

Sage CRM

3.6

[(73)](https://www.softwareadvice.com/crm/sagecrm-profile/reviews/)

Ratings Breakdown

-   3.25Ease of use
-   3.54Value for money
-   3.54Customer support
-   3.57Functionality

Pricing

Starting at $45.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4482)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.4

[(5846)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Ratings Breakdown

-   4.12Ease of use
-   4.14Value for money
-   4.19Customer support
-   4.34Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[The Magazine Manager](https://www.softwareadvice.com/crm/mirabeltechnologies-profile/)

4.8

[(352)](https://www.softwareadvice.com/crm/mirabeltechnologies-profile/reviews/)

Ratings Breakdown

-   4.55Ease of use
-   4.70Value for money
-   4.77Customer support
-   4.57Functionality

Pricing

Available upon request

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

Mailchimp

Integration rated undefined from -1 review

Sage 300

Integration rated undefined from -1 review

## Sage CRM User Reviews

## Sage CRM customer ratings

- Overall rating: 3.6/5
- Total reviews: 73

### Rating distribution

- 5 stars: 21 reviews (29%)
- 4 stars: 23 reviews (32%)
- 3 stars: 13 reviews (18%)
- 2 stars: 9 reviews (12%)
- 1 star: 7 reviews (10%)

### Secondary ratings

- Ease of use: 3.3/5
- Value for money: 3.5/5
- Customer support: 3.5/5
- Functionality: 3.6/5

---

### Sage CRM is Great

- Overall rating: 5/5
- Reviewer: Kathlene May D.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 10000+ employees
- Product usage: Used daily for less than 6 months
- Reviewed: April 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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

#### Cons

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

---

### Sage Software

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Construction
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall I like the software but there are definitely areas where it could be improved.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 3/5

#### Pros

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.

#### Cons

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.

---

### SAGE is outdated

- Overall rating: 2/5
- Reviewer: Sheral G.
- Verified reviewer: Yes
- Industry: Real Estate
- Company size: 11-50 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: August 2024
- Review source details: This review was submitted organically. No incentive was offered

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: 2/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 2/5

#### 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.

---

### SAGE CRM keep our whole business under one software

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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.

---

### Good CRM but not very user-friendly

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Mechanical or Industrial Engineering
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: May 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It was a great learning for us that comparison of the software before purchasing is an important aspect.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 2/5
- Functionality: 3/5

#### Pros

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

#### Cons

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

#### Reasons for choosing Sage CRM

No specific reason

---

### We wouldn't trade Sage for anything!

- Overall rating: 5/5
- Reviewer: Amanda S.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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".

---

### Essential in the construction world

- Overall rating: 5/5
- Reviewer: Alyssa P.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 501-1000 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: June 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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

#### Cons

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

---

### Easy to use

- Overall rating: 4/5
- Reviewer: Dwayne W.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 2-10 employees
- Product usage: Used weekly for free trial
- Reviewed: August 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 3/5
- Functionality: 4/5

#### Pros

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

#### Cons

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.

---

### Great system and very extensible.

- Overall rating: 5/5
- Reviewer: Shahzad M.
- Verified reviewer: Yes
- Industry: Computer Software
- Product usage: Used unspecified for unspecified
- Reviewed: January 2015
- Review source details: This review was submitted organically. No incentive was offered

Of course Sage CRM has APIs including including web services, .NET, ASP, client-side, AJAX, etc. Great system and very extensible.

---

### Good Product for Customer Management

- Overall rating: 5/5
- Reviewer: Aaron L.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 51-200 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: November 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Allowed us to better manage the way we worked with customers

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 2/5
- Functionality: 5/5

#### Pros

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

#### Cons

Support team was hard to work with to get implemented

---

Showing 1 - 10 of 73 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/sagecrm-profile/reviews/)

## Sage CRM Popular Comparisons

[Salesforce Sales Cloud vs Sage CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/437357-sagecrm/)[HubSpot CRM vs Sage CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/437357-sagecrm/)[Zoho CRM vs Sage CRM](https://www.softwareadvice.com/crm/sagecrm-profile/vs/zoho-crm/)[Dynamics 365 vs Sage CRM](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/437357-sagecrm/)[The Magazine Manager vs Sage CRM](https://www.softwareadvice.com/crm/mirabeltechnologies-profile/vs/sagecrm/)[Pipedrive vs Sage CRM](https://www.softwareadvice.com/crm/pipedrive-profile/vs/sagecrm/)

[Compare All Alternatives](https://www.softwareadvice.com/crm/sagecrm-profile/alternatives/)

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