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

"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.

"User of Sage CRM"

What do you like best about Sage CRM? Low cost and easy to navigate user interface. What do you dislike about Sage CRM? Not enough functionality out of the box and lack of social media tools. Recommendations to others considering Sage CRM: Make sure it had all necessary functionality What problems is Sage CRM solving and how is that benefiting you? Easier to track opportunities and interactions including managing more deals at once and quicker cycles.

"User Friendly"

What do you like best about Sage CRM? Sage works very well and is quite user friendly. Did not take long to learn how to use and gets the job done well. What do you dislike about Sage CRM? The version we use has some quirks but I believe its just because its a little older. Steps you have to take to post that seem unnecessary. What problems is Sage CRM solving and how is that benefiting you? Entering jobs, timecards, and billing information.

"Sage has allowed our company to operate efficienctly with both offline and online features."

What do you like best about Sage CRM? The ability to use both offline and online with ease. What do you dislike about Sage CRM? Interface appears to outdated aesthetically. What problems is Sage CRM solving and how is that benefiting you? Ability to keep accurate records of financials, and maintaining all within a single system.

"Very flexible but not easy enough for sales reps."

What do you like best about Sage CRM? The system has almost unlimited options for fields and reporting. So if you want to customize they system for your specific industry or product line, it is quite capable. What do you dislike about Sage CRM? There are so many options and similar fields, the Sales Reps get confused and put information into the wrong fields. It takes quite a bit of training, which should be ongoing, since updates to the systems come out from time to time. Recommendations ...

"Mostly great (v7.1d)"

What do you like best about Sage CRM? This program was useful to store client information such as addresses, notes, phone numbers. Create mailing campaigns and make pre constructed reports to track progress were also features that we used a lot. The documentation was easy to follow and picked up the crm quickly. Every time customer service was needed their support always helped solve the issue. What do you dislike about Sage CRM? The version I used would not allow me to run reports larger ...

"Mostly great (v7.1d)"

What do you like best about Sage CRM? This program was useful to store client information such as addresses, notes, phone numbers. Create mailing campaigns and make pre constructed reports to track progress were also features that we used a lot. The documentation was easy to follow and picked up the crm quickly. Every time customer service was needed their support always helped solve the issue. What do you dislike about Sage CRM? The version I used would not allow me to run reports larger ...

"Great CRM software"

What do you like best about Sage CRM? Easy to manage client details and documentation as well as a competent ticketing system. What do you dislike about Sage CRM? Search functionality needs some work as it's not as intuative as it could be. What problems is Sage CRM solving and how is that benefiting you? Ticketing works much better than old system and makes managing client information easy to fimd

"Sage CRM"

What do you like best about Sage CRM? Data entry is very easy. Documentation is very detailed What do you dislike about Sage CRM? Performance v/s volume of transaction in the database when the billing process is performed Recommendations to others considering Sage CRM: I would like recommend others besides their business requirements to ensure the following with Sage software: Volume of transactions on the database in regards to their business over multiple years Some of the versions which ...

"Legacy Platform. Powerful. Not friendly."

What do you like best about Sage CRM? I'm certain that I am to blame for not having the proper training on the robust power that a system like sage has, so I'll say that I like the name. Sage isn't a small company, and I'm sure they've got a great product, I just don't know how to use it. What do you dislike about Sage CRM? Workflow. When it comes to the fast paced generation of customers and businesses - I need a simple, easy to understand, and intuitive interface. Sage doesn't supply me ...