Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications include integrated modules for sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise.

Sage CRM can be used to track the performance of sales agents, forecast trends, schedule meetings and more. The dashboard gives visibility on the current sales deals and the reporting and analytic features help in forecasting sales performance and tracking new opportunities. The marketing tools help campaigners to plan and execute marketing and promotion campaigns. The solution is capable of managing campaigns across multiple channels. The built-in email marketing feature allows sending promotional messages and newsletters to the contacts.

Additionally, it also supports integration with various third-party applications.

Interactive dashboard
Interactive dashboard

Interactive dashboard

Opportunities

Opportunities

Solutions

Solutions

Workflow

Workflow

Company profile

Company profile

Sage CRM builder

Sage CRM builder

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



38 Reviews of Sage CRM

Overall rating

3.0 / 5 stars

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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Customer support

Functionality

October 2018

Basic Sales Book Organization

Sage CRM definitely makes organizing my customers contact information easier and is beneficial for our company overall to increase communication from branch to branch.

Pros

It helps to organize sales contacts better than Microsoft Excel. I also enjoy the shared documents feature so our company can share our important and most updated documents from branch to branch.

Cons

It doesn’t always work correctly and needs to be easier to toggle from one page to another.

Review Source: Capterra

Brianna from VIPSCS

Industry:  Manufacturing

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Not worth the cost

Pros

Web-based service for access to database from any internet connection.
Tracking of potential customers and contacts without implementing data into our Accounting software

Cons

Difficult to import information efficiently at the start.
High monthly cost for the information stored.
No added value other than a specialized database file, which could have been created in-house via Access.

Review Source

Femi from Lawrencia Consulting

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Functionality

September 2018

Robust but needs training

Pros

You can look into a customer's lifecycle at any point, and there are loads of customization tools available

Cons

Almost every update requires training and the learning curve is steep. Integration with other apps or software are not inexpensive

Review Source

Dwayne from Interior Health Authority

Number of employees:  2-10 employees

Ease-of-use

Functionality

August 2018

Easy to use

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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Sage Software

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

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.

Review Source: Capterra

Mike from Colantonio Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Industry Standard so everyone uses it

It allows us to all our accounting in one program

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.

Review Source: Capterra

Raymond from Mildenberger Motors

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

I have used, repaired, and upgraded to new versions of ACT for about 20+ years.

Great place to input customers to manage docs, reports, emails. Easy to send emails or run labels, letters, and review customer history.

Pros

Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email.

Cons

As Windows 10 and updates are put into service, the compatibility with mail, backup, and reports fade in availability as product ages, forcing you to upgrade. Support for older ACT versions are scarce and expensive.

Review Source: Capterra

Alyssa from Consigli Construction Co., Inc.

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Essential in the construction world

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

Review Source: Capterra

Rickell from port authority of jamaica

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

This platform allows you to know your business more, understand your customers, and grow your Busine

SageCRM.com is a low cost, low risk and quick to deploy CRM solution. Great benefits of having this CRM.

Pros

Sage can capture information entered into a web form on a business's page for later reference.The ability to easily and efficiently turn an opportunity into a quote and then into a sale order is uniquely strong and very helpful for field based sales professionals.

Cons

Sage CRM lacks the integration features found in other CRM solutions.A lack of social CRM and social media tools will hinder companies looking to leverage social monitors and engage prospects and customers in social networks and other online social channels.

Review Source: Capterra

Leon from Bullseye Financial

Ease-of-use

Value for money

Customer support

Functionality

April 2018

The product works well.

It is a great software for keeping accurate notes and communication regarding clients. I have personally been tracking 100's of clients for 7 years inside this system.

Pros

The customization of the layout allows for easily managed client data and prospective clients. It is great for leaving notes for the whole sales staff to review and understand what was discussed.

Cons

The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare. The software wont launch correct. The database gets corrupted and needs to be restored.

Review Source: Capterra

Andrew from Salesfusion

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

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.

Review Source: Capterra

Hannah from Financial Services

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Limited CRM system that needs improvements

Client database

Pros

Good as a client database. Clear online portal and good customer service representative assigned to account

Cons

Not as up to date as other CRM systems. data inputting takes time and is not simple. Overall system is expensive.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

It hasn't gone well

Pros

Contact syncing between CRE300, Outlook, and (formerly) Sage ACT. It is very flexible for our wishes.

Cons

The implementation of this software hasn't gone well for us. It is almost TOO flexible. It feels like a fully customized piece of software so we are having to make decisions on flow and content that really should be simple.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Functionality

March 2018

The Truth about a System - the heart of the business needs to actually use

Pros

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

Cons

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!

Review Source: GetApp

Mark from Contour Products

Industry:  Healthcare / Medicine

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

It's Achilles heel is the very reason it doesn't work. Too many choices, too many options and none of the VARs and IT Contractors understand what changing information/data at one level affects the overall database.

Pros

Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it.

Cons

Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it.

Review Source
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Terrific sales funnel management , single database for all leads and sales

Organized Sales funnel tracking, lead management, became smarter during the sales process.

Pros

What I liked most was the ability to manage our leads and prospects all throughout the sales funnel. Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier.

Cons

A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

November 2017

SAGE moves slow

Cons

Very costly licensing. Doesn't always sync well with the rest of the Sage software. Always have to restart sometime during use.

Review Source: Capterra

Adam from Wildman Business Group

Ease-of-use

Value for money

Customer support

Functionality

August 2017

Just a pain in the butt

Pros

It does the job if you are willing to put in all the time. We have used this for years and are now changing to Salesforce.

Cons

Expensive licensing. Doesn't always sync well with Sage software. Constantly having to restart services.

Review Source: Capterra

Sami from Marketeers Research

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

The worst company i ever encountered. ZERO customer support. We are unable to use since we bought it

It was completely waste of money and time. I bought it because it is offline application and connection to the accounting software we have Pechtree Sage. But it was real disappointment

Pros

Actually we had to not using it due to the the fact it does not work properly on most of our computer's screens as it appears with extremely small type. The other is that software claim network. Does not work. Removal from test PC so we can switch to the real people to eork with it. Not possible. Surprisingly customer service respond with very standard answers but not to specific questions.

Cons

1. does not work properly with high diffinition screen
2. Many of the claimed features on ACT PREMIUM simply not true
3. They escape and don't answer if you ask for help

Review Source: Capterra

Guy from iMDsoft

Ease-of-use

Value for money

Functionality

November 2016

Mediocre CRM solution

A very average CRM solution - UI is outdated, the customization possibilities are good, and I do not see it as a user friendly solution. Price however is sane - something I cannot say about Salesforce.

Review Source: Capterra

Displaying 1 - 20 of 38 reviews