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Sage CRM Reviews

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

SageCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution. It can be fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.
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Sage CRM is the #21 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 large enterprise segment, accounting for 51% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 30% of all views.
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CRM
February 2025
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Sage CRM mindshare

As of March 2025, the mindshare of Sage CRM in the CRM category stands at 0.5%, down from 0.7% compared to the previous year, according to calculations based on PeerSpot user engagement data.
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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.
  • "The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions."
  • "The solution's technical support is fast to respond."
  • "The part I like the most is the reporting."

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.
  • "The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement."
  • "From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly."
  • "I would like Sage to improve their UI."

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.
Download our CRM Buyer's Guide for additional reliable information.

Review data by company size

By reviewers
By visitors reading reviews

Top industries

By visitors reading reviews
Computer Software Company
30%
Government
13%
Manufacturing Company
11%
Financial Services Firm
9%
Real Estate/Law Firm
6%
University
4%
Healthcare Company
4%
Non Profit
4%
Comms Service Provider
4%
Educational Organization
2%
Transportation Company
2%
Outsourcing Company
2%
Performing Arts
2%
Hospitality Company
2%
Retailer
2%
Construction Company
2%
Legal Firm
2%
Logistics Company
2%

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Sage CRM customers

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Sage CRM reviews

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Deputy Manager - IT at Nidec Corporation
Verified user of Sage CRM
Apr 15, 2024
Useful to access data anytime and helpful in generating reports quickly

Pros

"The solution's technical support is fast to respond."

Cons

"From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly."

What is our primary use case?

The tool has been mainly meant for areas related to accounts, order entries, inventories, purchase orders, and invoicing for up to a year, so it serves as a limited CRM tool.

What is most valuable?

The most valuable feature of the solution stems from the fact that the inventory control part is good. Accounting and finance are also good areas for the tool. The scalability offered by the product is good. My company plans to add 20 more users to the product. It is possible to add users and access modules along with reports in the tool.

*Disclosure: I am a real user, and this review is based on my own experience and opinions.
Read full review (789 words)
Samuel Benavides - PeerSpot user
Project Manager at Exis TI
Verified user of Sage CRM
Mar 26, 2023
Product version discussed: 21
Useful employee and client monitoring, reliable, and good online support database

Pros

"The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool."

Cons

"Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads."

What is our primary use case?

The solution is on the cloud but the database is on-premise.

Sage CRM is a system for managing customer relationships that facilitates networking and communication between an organization's users and suppliers in a business context.

What is most valuable?

The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool.

The integration with Microsoft Office 365 is good.

*Disclosure: My company has a business relationship with this vendor other than being a customer:
Read full review (428 words)
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Nayef Soghayer - PeerSpot user
IT & Project Manager - National Arab Motors, KIA Motors (Amman, Jordan / Erbil, Iraq) at NAM
Verified user of Sage CRM
Jun 3, 2023
It's flexible, customizable, and user-friendly

Pros

"Sage CRM is flexible, customizable, and user-friendly. "

Cons

"Sage CRM doesn't have a dashboard for dynamic reporting. "

What is our primary use case?

Sage CRM is our customer relationship management solution. It's similar to Zoho, but we have customized it for all of our operations and processes. It's integrated with our Sage 300 ERP platform, so all of our transactions are registered and recorded. 

What is most valuable?

Sage CRM is flexible, customizable, and user-friendly. 

*Disclosure: I am a real user, and this review is based on my own experience and opinions.
Read full review (196 words)
Mohammad Shakhawat Hossain Biswas - PeerSpot user
Assistant general manager at Transcom
Verified user of Sage CRM
Jul 24, 2022
CRM solution for the SMB market that offers stability and releases new features frequently

Pros

"The Sage Accpac solution has definitely been the most valuable because the finance features are excellent. "

Cons

"The scalability of this solution depends on whether you have a team that can configure it for scale. "

What is most valuable?

The Sage Accpac solution has definitely been the most valuable because the finance features are excellent. The second most valuable feature is the distribution. We upgrade to the latest versions as they are released and make use of new features as they become available. 

For how long have I used the solution?

I have been using this solution for more than 16 years. 

*Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Read full review (303 words)
AkinolaOni - PeerSpot user
Senior Manager Sales Operations at Smile Telecoms Nigeria- Lagos Core via London
Verified user of Sage CRM
Sep 1, 2023
A CRM with strong reporting features that we use across several departments at my organization

Pros

"The part I like the most is the reporting."

Cons

"I would like Sage to improve their UI."

What is our primary use case?

I can use the solution for virtually everything because all our inventory, finance, data analytics, and everything fits into Sage.

What is most valuable?

The part I like the most is the reporting. We can get reports across all the departments from a central dashboard in Sage.

*Disclosure: I am a real user, and this review is based on my own experience and opinions.
Read full review (256 words)
DM
Silverpool Office Suites, Jabavu Lane Hurlingham at Ingenuity Business Solutions Ltd
Verified user of Sage CRM
Aug 17, 2024
Has valuable case management functionality and a straightforward setup process

Pros

"The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions. "

Cons

"The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement. "

What is our primary use case?

We use the product for managing leads and cases. It helps us track cases through customizable workflows and efficiently handle lead tracking.

What is most valuable?

The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions. Its ability to track leads and identify their sources is beneficial. 

*Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Read full review (259 words)
NM
Managing partner at a tech vendor with 1-10 employees
Verified user of Sage CRM
Jan 24, 2022
Very stable and helpful for opportunity management and lease management, but needs better interface and rapid support

Pros

"It has been helpful for opportunity management and lease management."

Cons

"Its user interface could be better."

What is our primary use case?

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.

We are using its latest version.

What is most valuable?

It has been helpful for opportunity management and lease management.

*Disclosure: I am a real user, and this review is based on my own experience and opinions.
Read full review (243 words)
JM
Presales Engineer at a tech services company with 501-1,000 employees
Verified user of Sage CRM
Apr 1, 2022
Fair pricing and good quoting features but needs better monitoring of transactions

Pros

"We have found the solution to be stable."

Cons

"With regards to monitoring the transaction with alerts, it could be better."

What is our primary use case?

The solution is basically a quoting tool that monitors a transaction. It's a transaction tool - from quote to invoice. 

What is most valuable?

The quoting feature is the most valuable aspect of the solution.

The pricing is pretty fair.

We have found the solution to be stable.

Technical support hasn't let us down yet.

*Disclosure: My company has a business relationship with this vendor other than being a customer: customer
Read full review (288 words)