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

"Easy to use and customize"

What do you like best about Sage CRM? It has been very helpful to have all our customer data in one place What do you dislike about Sage CRM? Because it is on a hosted server the communication back and forth can be slow at times. Recommendations to others considering Sage CRM: Be patient with the integration with Outlook What problems is Sage CRM solving and how is that benefiting you? Customer Data organized in 1 place. Quick access to customer info.

"Easy to use and customize"

What do you like best about Sage CRM? It has been very helpful to have all our customer data in one place What do you dislike about Sage CRM? Because it is on a hosted server the communication back and forth can be slow at times. Recommendations to others considering Sage CRM: Be patient with the integration with Outlook What problems is Sage CRM solving and how is that benefiting you? Customer Data organized in 1 place. Quick access to customer info.

It saves time

PROS: Everything from customization to when you use the product for your customer and sales needs was easy. The user experience was top notch as we could customize even the minor workflows to make our work effortless. The training bid was easy for our staff as you do not have to be a pro to get up to speed in no time. The Sage CRM was what we truly needed to improve customer relations. Our sales team was able to manage their workflows with ease as automation is key with this tool. We are ...

"Business Manager"

What do you like best about Sage CRM? Sage is easy to use and "canned" reports are useful right from the start. What do you dislike about Sage CRM? Sometimes get "lost" in windows to find something so that if you had to find your way back to a particular spot in the future, it was impossible. Like drilling down to a transaction level. Recommendations to others considering Sage CRM: Use a 3rd party vendor such as SWK Technologies for support. It's much easier to get through to them and work ...

"A great tool to keep track of customers and prospects"

What do you like best about Sage CRM? The ease in looking up all clients and prospects. What do you dislike about Sage CRM? Sometimes seems a little bit cluttered - Could use an upgrade on the overall look. What problems is Sage CRM solving and how is that benefiting you? In my role, I mostly use Sage CRM to look up current or potential customers. It is also beneficial to add any new or delete any old information. We can also use it as a calendar tool that reminds us when we need to get in ...

"I have used Sage products for 20+ years"

What do you like best about Sage CRM? I like that our customer database, order entry, payroll and shipping all integrate together. What do you dislike about Sage CRM? We still use Telemagic which is no longer supported and it is outdated. Recommendations to others considering Sage CRM: We have not transitioned to Sage cloud based, but we have been satisfied with what we have at this point. What problems is Sage CRM solving and how is that benefiting you? The integration between all of our ...

"Sage makes things easier"

What do you like best about Sage CRM? Case management is really easy, everything shows up on home screen What do you dislike about Sage CRM? Their customer service isn't great, not very helpful Recommendations to others considering Sage CRM: Customer support is difficult but otherwise no issues What problems is Sage CRM solving and how is that benefiting you? Case management is a cinch! Everything is easy to access and update

"I could not live without it"

What do you like best about Sage CRM? It is customized to our business/sales process. What do you dislike about Sage CRM? Sage CRM does not have a large app or extensions commuity What problems is Sage CRM solving and how is that benefiting you? Helps us monitor corporate sales targets and individual sales people targets. Allows sales team easy access to accounting information to ensure credit policies are observed. Integrates to website for lead transition and initiation.

"Sage CRM and how it compares"

What do you like best about Sage CRM? I like that you have all in one- customer service notes, accounting features. What do you dislike about Sage CRM? After using Salesforce and trying Sage CRM its more of a preference as oppossed to a dislike. What problems is Sage CRM solving and how is that benefiting you? Lead Generation- building contacts.

"Entirely Underwhelming"

What do you like best about Sage CRM? Sage CRM is very easy to customize. One administrator can set up and manage the application quite easily. What do you dislike about Sage CRM? It isn't intuitive in most cases. one example is that you can have a company with multiple addresses and people with an address. the company is only searchable by the default address and the peoples addresses are not connected to the business either. In essence you can't have a store location anywhere. What ...