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

"Sage CRM in a Medical Infusion business"

What do you like best about Sage CRM? The ease with which you can customize the smallest of workflows in Sage CRM is truly inspiring. Our turn around times were fast and efficient keeping the Customer Relations and Sales teams extremely happy. The training Sage provided was in depth yet understandable to a novice. What do you dislike about Sage CRM? It took a little ramp up time to implement the system but it was well worth the effort. What problems is Sage CRM solving and how is that ...

"CRM Coordinator"

What do you like best about Sage CRM? It less expensive compare with other CRM. What do you dislike about Sage CRM? It's not as integrated as Salesforce. Many things should be entered into the system manually. What problems is Sage CRM solving and how is that benefiting you? I was using Sage to track and manage the whole sales process. The benefit is that I can sync my email communications with the CRM.

"Easy to Operate"

What do you like best about Sage CRM? I liked the fact that it wasn't too bogged down with unnecessary functions. What do you dislike about Sage CRM? The color scheme sometimes made it difficult to read. Recommendations to others considering Sage CRM: The depth of functionality you need for whatever product data you're holding into Sage. I thought it was very useful for our account information, but sometimes felt like information could be difficult to find. What problems is Sage CRM solving ...

"High Customized, Easy to Use, Wish it was mobile"

What do you like best about Sage CRM? I like best about Sage CRM is how easy I find it to make conditions on groups and changing the layouts of these groups. It is then very easy for me to pull data into Excel. As well I like that these groups are constantly updated every time you enter into them. Though I have a highly customized version in terms of fields and tabs. I found customizing in Sage CRM to be pretty easy. I think the flow of Sage CRM makes sense. I also enjoy how Parent and ...

"Sage CRM - Customizable and Complicated"

What do you like best about Sage CRM? This software is HIGHLY customizable, which is useful for our company. Additionally, once you understand the infrastructure and memorize the hot keys, it can be very efficient and effective. What do you dislike about Sage CRM? HOWEVER, if you don't understand the nuances of the program (or don't have infinite patience), it can slow your workflow down exponentially. A lot of our team struggles with navigating the system, and its different modules- and ...

"Ponderous and buggy"

What do you like best about Sage CRM? I guess I like that it runs most of the time. I don't use it to do very much, as it's a sales tool for me. What do you dislike about Sage CRM? It's very slow most of the time, and not very intuitive at all. For example, I have to jump through hoops in order to write notes about a particular prospect the correct, so I almost always write notes on a different part of the lead screen. This makes it harder for other people to access the info later, but it's ...

"CRM user and consultant"

What do you like best about Sage CRM? Sales interaction with Customer information What do you dislike about Sage CRM? Web access from other devices is unreliable. Recommendations to others considering Sage CRM: Outside of server access made better What problems is Sage CRM solving and how is that benefiting you? Consultants and sales person access from anywhere is the goal

"Best management tool for a complete customer lifecycle "

What do you like best about Sage CRM? In my opinion, the finest feature Sage CRM has to offer is the customisability of the system. It can be used, either standard ‘out of the box’ or as a highly customisable solution that can be configured to any industry. It has provided us with a solid dependable foundation that we were able to easily build on ourselves, giving us a complete view of our customers and the ability to ensure high quality customer service is given at all times. What do you ...

"Comprehensive."

What do you like best about Sage CRM? It's ability to manage large amounts of client data. What do you dislike about Sage CRM? Sometimes seems over complex in areas, plus a steep learning curve. Recommendations to others considering Sage CRM: For medium to large businesses Sage CRM is definitely worth investigating. What problems is Sage CRM solving and how is that benefiting you? Manage and maintain client data.

"HATED THIS SOFTWARE"

What do you like best about Sage CRM? Nothing. This software was hell to install and then just as painful to use. What do you dislike about Sage CRM? In order to be able to view it online it was an extra charge. Contacts were not easy to find and overall user experience is terrible Recommendations to others considering Sage CRM: Don't do it