8.4
Spot Score
Sage CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
SOC 2Add to compare
Sage CRM offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is Sage CRM?
Sage CRM is a user-friendly customer relationship management (CRM) software with an intuitive interface, integrated e-mail and web conferencing, and enhanced security--all to help you focus on what matters: growing your business. With pre-defined workflow, customizable dashboards, integrated reporting and more, Sage CRM will streamline communication and make you more productive in no time.
Pricing
Sage CRM offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2SSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Installed - Windows
Sage CRM Software Demo
Sage CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Sage CRM
- Team types
- Large Enterprises, Medium Business
Why teams choose Sage CRM
Strong focus on security and compliance
Customizable workflows to fit business needs
Integrated communication tools enhance collaboration
Is Sage CRM right for you?
What buyers should know before shortlisting Sage CRM
Sage CRM consistently shines as a practical, reliable tool for managing customer relationships, sales pipelines, and marketing processes, making it particularly suitable for small to mid-sized businesses. The platform is praised for its ease of use, even for those new to CRM systems, and its customization capabilities, which allow users to tailor fields, workflows, and screens to their unique business needs.
Integration with Sage ERP products, mobile optimization, and centralized data management are standout features that streamline operations and enhance team collaboration. Additionally, automation tools and robust reporting functionality equip businesses with the insights needed for informed decision-making.
However, there are some nuances that potential users should be aware of. The user interface, while functional, feels outdated, and the mobile app could benefit from enhancements to align with the desktop experience.
Additionally, the learning curve for advanced customization and the reliance on third-party add-ons for some features may require technical expertise or additional investment. Customer support, though generally helpful, has been noted as inconsistent by some users.
Overall, Sage CRM is a solid, well-rounded CRM solution that prioritizes usability and functionality, delivering significant value to businesses seeking to enhance their sales and customer engagement processes.
Sage CRM pros and cons
- Sage CRM pros
Strong focus on security and compliance
Customizable workflows to fit business needs
Integrated communication tools enhance collaboration
- Sage CRM cons
Can be expensive for small businesses
Setup may require IT support
Ready to try it?
Get started with Sage CRM
Connect with the team for a personalised demo.
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Compare Sage CRM side-by-side with top CRM Software alternatives.
What is the pricing of Sage CRM?
Sage CRM uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Sage CRM reviews and ratings
What buyers like
- Streamlines communication and collaboration by centralizing customer data, conversations, and updates, improving productivity.
- Offers robust integration capabilities with Sage accounting software, ERP, Outlook, and other platforms for seamless workflows.
- Highly customizable with flexible fields, screens, and reports, providing adaptability for specific business needs.
Common complaints
- The user interface looks dated and lacks modern design, needing significant improvement.
- Limited native features for advanced functionalities, often relying on third-party add-ons.
- Customer support is inconsistent and often slow in resolving queries or technical issues.
What users are saying
AU
Anonymous User
10/06/23
"Great product for sales"
What do you like best about Sage CRM? It tracks both sales staff and their customers communication. What do you dislike about Sage CRM? It doesnt have ...
Read more
AU
Anonymous User
09/08/23
"Good feature set"
What do you like best about Sage CRM? Easy to use interface - The dashboard is intuitive and simple to navigate for sales teams. Workflows are ...
Read more
TK
Tushar K
09/08/23
"It's a change bringing agile CRM"
What do you like best about Sage CRM? The one thing I like the most about Sage CRM is that it is so easy to use even when you are new to Sage CRM and ...
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AU
Anonymous User
09/05/23
"Solid sales performance CRM"
What do you like best about Sage CRM? Overall Sage CRM is straightforward to learn and use. Even some of the employees who have no experience at all ...
Read more
AU
Anonymous User
08/30/23
"My review for Sage CRM"
What do you like best about Sage CRM? There are some key features which I like best in CRM. Below highlighted some - It allows users to use platform ...
Read more
ZB
Zubayir B
07/23/23
"Sage's a strong CRM for small businesses"
What do you like best about Sage CRM? I was very impressed with it's automation abilities. It gives you the ability to very quickly set up automated ...
Read more
What are the features of Sage CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Sage CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Sage CRM.
Certifications
Security features
Developer & data
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9.0
Very Good
Sage CRM Support Options
Frequently Asked Questions About Sage CRM
Common questions buyers ask before choosing Sage CRM.
Sage CRM is a CRM Software. Sage CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Sage CRM: Can be expensive for small businesses; Setup may require IT support.
Some top alternatives to Sage CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and monday sales CRM by monday.com.
Sage CRM offers Quotation Based pricing model
The starting price is not disclosed by Sage CRM. You can visit Sage CRM pricing page to get the latest pricing.
Ready to try it?
Get started with Sage CRM
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
