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Sage CRM Reviews

Vendor: Sage
3.9 out of 5
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What is Sage CRM?

Sage CRM offers efficient tracking for communication and billing, integrating seamlessly with Microsoft Office 365. Its customizable workflows and robust features for inventory control, accounting, and finance make it a reliable choice for businesses seeking a user-friendly interface and stable performance.

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Sage CRM is the #27 ranked solution in top CRM solutions. PeerSpot users give Sage CRM an average rating of 7.8 out of 10. Sage CRM is most commonly compared to Microsoft Dynamics CRM: Sage CRM vs Microsoft Dynamics CRM. Sage CRM is popular among the small business segment, accounting for 42% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a construction company, accounting for 22% of all views.
Buyer's Guide
CRM
April 2026
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Helped 892,287 peers since 2012

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Sage CRM mindshare

As of April 2026, the mindshare of Sage CRM in the CRM category stands at 0.7%, up from 0.5% compared to the previous year, according to calculations based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Sage CRM0.7%
Microsoft Dynamics CRM2.4%
Salesforce Sales Cloud2.1%
Other94.8%
CRM
 
 
Key learnings from peers

Valuable Features

Sage CRM offers value in opportunity management, lease management, quoting, and finance features. Users appreciate its distribution capabilities, employee and customer tracking, and reporting across departments. Integration with Microsoft Office 365, scalability, and inventory control are highlighted. The customizable case management system and workflow customization are valuable for tracking leads. Users find Sage CRM flexible, customizable, and user-friendly, with stable performance, fair pricing, and reliable technical support.
  • "We use Sage CRM internally, and we are also a reseller of many Sage products; I use it to record the timesheet for collaborators, and I also use it to record all the opportunities with the customers."
  • "The quoting feature is the most valuable aspect of the solution."
  • "The Sage Accpac solution has definitely been the most valuable because the finance features are excellent."

Room for Improvement

Sage CRM requires a better user interface and more efficient support. It needs enhanced transaction monitoring with alerts, improved integration with email and social media for lead generation, and dynamic reporting dashboards. Users experience downtime and syncing issues with other platforms. A travel expenses feature is expected, and the travel desk management module is missing. The ability to modify Sage CRM should be easier, and its charts and analytics require modernization and improved interactivity.
  • "Its user interface could be better."
  • "With regards to monitoring the transaction with alerts, it could be better."
  • "The scalability of this solution depends on whether you have a team that can configure it for scale."

ROI

Users have experienced a positive ROI from Sage CRM, highlighting its usefulness in accessing data and generating email reports. Although licensing costs are considered high, users note the availability of cheaper alternatives, which come with their own challenges.

Pricing

Sage CRM users report a variety of experiences with pricing and licensing. They describe a yearly cost of $1500 for core modules and 20 user licenses. Annual payments are required for technical support. Opinions on expense vary, with some considering it relatively expensive, particularly from an African perspective, while others find it moderately priced or fitting for their enterprise needs. The pricing reflects both product capability and necessary support services.
  • "The product is expensive."
  • "Though my company has to have a perpetual license per user, there is a need to make annual payments towards the costs attached to the support my organization receives from Sage CRM's technical team."
  • "From an African perspective, the solution is relatively expensive."

Popular Use Cases

Sage CRM is used internally by organizations to manage customer relationships and record timesheets and opportunities. It functions as a quoting tool from quote to invoice and integrates with Sage 300 ERP for comprehensive operations. Companies use it for lead and case management, inventory, finance, data analytics, accounts, order entries, and invoicing. It supports networking and communication between users and suppliers, being primarily a tool for limited CRM uses.

Service and Support

Sage CRM provides prompt and reliable customer service, though speed could improve. Many utilize the comprehensive online knowledge base for assistance. Technical support is responsive and helpful, especially during tax adjustments. While some rely on internal teams, others appreciate the support during complex situations like cyber issues. Technical support is deemed satisfactory but not exceptional. Most find their implementation straightforward, minimizing extensive support needs.

Deployment

Many found Sage CRM's initial setup manageable. While some described it as slightly complex, they noted it becomes easier with time. Deployment generally requires a few hours to a day, though configuration might take longer based on needs. Users who engaged directly found the experience straightforward and manageable. Even with potential challenges like workflow management, users successfully navigated the process. The overall time and complexity varied based on the user's involvement and requirements.

Scalability

Sage CRM is considered scalable if users have a capable configuration team in place. Some rate it highly for scalability, though opinions vary. In India, a company supports 80 users, whereas one globally manages 105 individuals. Another group experiences it with fewer users but finds it scalable. Despite perceptions that other options may scale better, the general sentiment supports its ability to grow with user needs.

Stability

Sage CRM exhibits a high level of stability, frequently described as very stable and reliable by users across various companies and industries. It operates without bugs, glitches, crashes, or freezes, ensuring consistent performance. Users have relied on it for over 16 years, highlighting its enduring reliability. Ratings for stability are notably high, with scores of eight or nine out of ten, underscoring its dependable and consistent functionality.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
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Review data by company size

By reviewers
Company SizeCount
Small Business3
Midsize Enterprise2
Large Enterprise2
By reviewers
By visitors reading reviews
Company SizeCount
Small Business30
Midsize Enterprise23
Large Enterprise19
By visitors reading reviews

Top industries

By visitors reading reviews
Construction Company
22%
Comms Service Provider
11%
Manufacturing Company
11%
Government
7%
Financial Services Firm
7%
Healthcare Company
5%
Wholesaler/Distributor
5%
University
4%
Performing Arts
4%
Computer Software Company
4%
Transportation Company
3%
Marketing Services Firm
3%
Educational Organization
3%
Outsourcing Company
3%
Media Company
1%
Insurance Company
1%
Legal Firm
1%
Logistics Company
1%
Hospitality Company
1%
Retailer
1%

Compare Sage CRM with alternative products

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Learn more about Sage CRM

Sage CRM serves businesses by managing customer relationships and facilitating user-supplier networking, supporting account management, inventories, purchase orders, invoicing, and case tracking. It integrates with systems like Sage 300 ERP, managing entire transaction processes from quoting to invoicing. Businesses benefit from stable quoting features, scalability, and reliable technical support, although improvements are needed in integration with email, social media, and user interface modifications. Enhancements should also address dynamic reporting, analytics, and transaction monitoring speed.

What are the key features of Sage CRM?
  • Communication and Billing Tracking: Efficient tracking for staff and client interactions.
  • Seamless Microsoft Office 365 Integration: Simplifies tasks by integrating with Office 365.
  • Robust Inventory and Finance Management: Streamlines control and accounting processes.
  • Customizable Workflows: Adapts processes to business needs.
  • Scalable Quoting Features: Supports business growth and adapts to changes.
What are the benefits companies should look for?
  • User-Friendly Interface: Simplifies navigation and daily tasks.
  • Stable Performance: Ensures reliable operations for businesses.
  • Flexibility and Upgradeability: Enhances the user experience and adapts to technological advancements.
  • Reliable Technical Support: Provides assistance and resolves issues promptly.
  • Opportunity and Case Management: Streamlines management and supports strategic decision-making.

Sage CRM is implemented in industries for effective networking between users and suppliers, managing relationships, and supporting diverse functions like timesheets, opportunities, and data analytics. Its customization allows integration with platforms such as Sage 300 ERP to facilitate transaction recording and finance management.

Sage CRM customers

Avis, Fuji Xerox, Formula 1

Related questions

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Looking for a CRM that would best integrate with Office 365
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  • 97
What are the pros and cons of MS dynamics vs. Salesforce CRM?
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Sage CRM Reviews Summary
Author infoRatingReview Summary
Deputy Manager - IT at Nidec Corporation4.5Sage CRM serves as a limited CRM tool primarily for accounts and inventory management. Its inventory control and finance features are valuable, offering scalability. However, it needs enhancements in travel expense capabilities and user-friendly customization improvements. It's beneficial for data access and reporting.
IT & Project Manager - National Arab Motors, KIA Motors (Amman, Jordan / Erbil, Iraq) at NAM4.0We use Sage CRM as our customized customer relationship management solution integrated with Sage 300 ERP. It's flexible, customizable, and user-friendly. However, it lacks a dashboard for dynamic reporting and we didn't consider other solutions or providers.
Assistant general manager at Transcom4.0For over 16 years, I've valued Sage Accpac's excellent finance and distribution features. It's stable, and scalable if configured correctly. We've seen ROI, and I rate this solution an eight out of ten.
Senior Manager Sales Operations at Smile Telecoms Nigeria- Lagos Core via London4.0I find Sage CRM invaluable for its comprehensive reporting capabilities, allowing access to reports across all departments. However, we've faced synchronization issues with other platforms and believe the user interface could be improved for better user experience.
Project Manager at Exis TI4.0I use Sage CRM, which integrates well with Microsoft Office 365, to manage customer relationships efficiently. Its ability to track staff activities and customer interactions is valuable, though it could improve interactions with email and social media for better lead generation.
Silverpool Office Suites, Jabavu Lane Hurlingham at Ingenuity Business Solutions Ltd4.0I use Sage CRM for managing leads and cases, benefiting from its customizable workflows and lead tracking features. However, it requires improvements in charts and analytics, and the licensing costs are high compared to other CRM options.
Presales Engineer at a tech services company with 501-1,000 employees3.5We find this stable quoting and transaction tool offers fair pricing and good ROI. Its quoting feature is valuable, but transaction monitoring with alerts could be better, impacting my 7/10 rating.
Managing partner at a tech vendor with 1-10 employees3.0I use Sage CRM for opportunity and lease management, finding it stable and scalable. However, the user interface needs improvement, and support could be faster. Despite a complex setup, I recommend it, rating it a six out of ten.