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8.4

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Sage CRM - CRM Software

Sage CRM Reviews in June 2025: User Ratings, Pros & Cons

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Sage CRM Reviews & Ratings

Rating Distribution

Excellent

(41)

Very Good

(49)

Good

(18)

Poor

(7)

Terible

(5)

Expert's Review

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, ...Read more

Sage CRM pros and cons

  • 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.

  • Intuitive and user-friendly, even for non-technical users; minimal learning curve for basic functionalities.

  • 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.

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Showing 91-100 out of 120

AU

Anonymous User

05/20/16

2 out of 5

"Hard to use - quite clunky"

What do you like best about Sage CRM? I like that I could quickly enter simply client data in and use it as an online rolodex. What do you dislike about Sage CRM? It was very clunky. We tried to use it for marketing campaigns with some other integrations (exact target) and felt as though things were still be entered/tracked manually. Recommendations to others considering Sage CRM: Weigh out other options before going with Sage CRM. What problems is Sage CRM solving and how is that ...

Read more

AU

Anonymous User

04/07/16

3 out of 5

"A simple and economic CRM for small business"

What do you like best about Sage CRM? Ease of use Simple to manage Ability to update Exporting to Excel was not difficult What do you dislike about Sage CRM? Didn't work well with others We purchased this to sync with our MAS 90 software, and the syncing was spotty at best Lag in tracking sales realtime Has a real problem with attempting to delete obsolete contacts Recommendations to others considering Sage CRM: Use only if you're a small business and don't want much realtime trending ...

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ZZ

Zev Z. K

11/18/15

5 out of 5

"Sage CRM is extremely flexible, easy to configure and customize."

What do you like best about Sage CRM? Its flexibility and ease of customization. What do you dislike about Sage CRM? I really like everything it has to offer. What problems is Sage CRM solving and how is that benefiting you? Customer service, Project Management and Sales

DE

Daniel E

08/07/15

5 out of 5

"Sage CRM - Great flexibility in features"

What do you like best about Sage CRM? Sage CRM provides a wealth of features and customization tools, allowing flexibility in it's use. We've used it for lead tracking, prospecting, qualification and customer and case management. Therefore many different users touch it and make use of the product. The added benefit of this is being able to see a customer through their life cycle and have visibility at any stage. We definitely get our use out of it! What do you dislike about Sage CRM? Not ...

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MS

Myriam S

03/25/15

4 out of 5

"Friendly and professionnal"

What do you like best about Sage CRM? The connection bewtten all communications, notes and people for each company. It is super easy to find information and to have an overview. What do you dislike about Sage CRM? There is so much gadgets and features that you might need a trainning for you specific needs Recommendations to others considering Sage CRM: Ask for a support to set up your interface What problems is Sage CRM solving and how is that benefiting you? Better traceability of our ...

Read more

GP

Gary P

03/19/15

4.5 out of 5

"Working with SAGE CRM"

What do you like best about Sage CRM? As a User for nearly 10 years, it is a very easy to understand, use and also customise system with great flexibility. More importantly from our consultancy perspective, it can acts as a good blank canvas to extend ideas and use of CRM, for example, we have developed a Samples Management area for one client, so SAGE CRM enables you to think laterally and still allow Users to comprehend the overall system quickly and easily. What do you dislike about Sage ...

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BD

Brian D

03/16/15

4 out of 5

"Have used Saleslogix for 15 years Small Company 50 employees"

What do you like best about Sage CRM? Saleslogix is very customizable with a built in architect form editor and crystal reports. There are also other addins for general ledger such as Eventix, which we have employed to handle invoicing and sales. What do you dislike about Sage CRM? The webclient and mobile client are a little too clunky and slow. The web client is much better than tha mobile client which could use some work on looks and ease of use. What problems is Sage CRM solving and how ...

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DW

Danny W

03/16/15

5 out of 5

"Worth a strong consideration. "

What do you like best about Sage CRM? User adoption is the secret to a fantastic CRM. Enabling a high level of customization and ease of access is crucial for many small to medium sized user bases to get into a rhythm of using CRM software. Sage's user interface is dead on, and does a great job of not overwhelming the screens, and allows the adding and removing of nearly every field displayed. What do you dislike about Sage CRM? Integration options for it's cloud based SageCRM.com product ...

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CS

Chandreyi S

03/16/15

4.5 out of 5

"Sage CRM "

What do you like best about Sage CRM? Sage CRM platform is user friendly + module builder - Embedded email editor within its platform is an unique feature. What do you dislike about Sage CRM? Disappointing performance in cross-platform integration, limited third party plug-ins What problems is Sage CRM solving and how is that benefiting you? Communication and collaboration

DE

Danny E

02/24/15

5 out of 5

"Seasoned CRM Expert with 10 Years Sage CRM Experience Reviews Version 7.3"

What do you like best about Sage CRM? Sage CRM is highly flexible and very customization friendly in either it's on premise version or the cloud releases. The product has very deep feature sets that have been in the product for nearly two decades yet stays current with compliance on all browsers and mobile platforms. What do you dislike about Sage CRM? The calendar and formatting of the calendar for activity and task management are somewhat foreign to the way the most CRM interfaces work ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].