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Sage CRM description
Sage CRM is a customer relationship management tool designed for small and medium businesses looking for an affordable and easy-to-use solution. It helps you manage sales, marketing efforts, and customer service in one place, giving your teams a unified view of customer data. Sage CRM can also integrate with your existing Sage accounting software. This allows businesses to streamline operations, get insights into customer interactions, and improve productivity without needing extensive IT support or training.
Who is Sage CRM best for
Sage CRM is a user-friendly platform ideal for small to medium businesses seeking an affordable CRM. Users praise its seamless integration with Sage accounting software, customizable features, and robust reporting tools. However, some find the mobile app limited and the interface outdated. Best for businesses already in the Sage ecosystem, looking to streamline sales, marketing, and customer service.
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Ideal for small to medium-sized businesses (SMBs), especially those already using Sage accounting software.
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Suitable for various sectors, including software, IT, healthcare, finance, and more.
Sage CRM features
| Supported Sage CRM supports accounts, contacts, deals, and activities. |
| Supported Sage CRM offers tools to manage customer interactions and improve support team efficiency. |
| Supported Sage CRM supports marketing automation, including email marketing and campaign management. |
| Supported Sage CRM streamlines sales processes, enhances communication, and centralizes information. |
| Supported Sage CRM supports generating extensive reports to guide business decisions. |
| Supported Sage CRM offers built-in contact management, communication tracking, and an activity-based system. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
Reliability and Performance
Sage CRM reviews
We've summarised 125 Sage CRM reviews (Sage CRM G2 reviews) and summarised the main points below.
- Highly customizable to fit specific business needs.
- Intuitive and user-friendly interface for basic tasks.
- Seamless integration with Sage accounting software.
- Robust reporting and analytics features for sales tracking.
- Affordable pricing, especially for small and medium businesses.
- The mobile app has limited functionality and lacks key features.
- The user interface can feel outdated and slow at times.
- Custom reporting can be complex and require technical knowledge.
- Limited offline functionality and heavy reliance on internet connectivity.
- Lack of a free trial or pilot version for testing.
Sage CRM pricing
The commentary is based on 7 reviews from Sage CRM G2 reviews.
Sage CRM's pricing is generally considered affordable for small to medium-sized businesses, with options for both cloud-based and on-premises deployments. However, some users find the cost high, especially for setup and upgrades, and the lack of a free version makes it difficult to evaluate before committing.
Users sentiment
Sage CRM alternatives
HubSpot Sales HubBetter for mid-sized businesses and those seeking robust sales automation and a modern interface. A strong HubSpot CRM alternative for growing companies.Read more
ExakTimeBetter for construction and field service businesses. ExakTime is growing slower and users dislike the outdated interface and glitches. It offers mobile time tracking with GPS and geofencing.Read more
Legrand Desktop CRMBetter for companies with existing in-house IT. Deep Microsoft Outlook and accounting software integration. Highly customizable. Has less momentum compared to Sage CRM.Read more
Capsule CRMBetter for marketing and growing faster. Lacks direct accounting integration. A strong Sage CRM competitor for SMBs.Read more
HubSpot Marketing HubBetter for larger businesses and those focused on inbound marketing. Provides a more modern user interface and broader marketing automation capabilities. Has significantly more momentum as a Sage CRM competitor.Read more
6sense Revenue AI for MarketingBetter for mid-sized B2B companies seeking predictive lead generation. Leverages AI-driven insights for targeted outreach and sales pipeline growth. A Sage CRM alternative focused on intent data and predictive analytics.Read more
Sage CRM FAQ
What is Sage CRM and what does Sage CRM do?
Sage CRM is a customer relationship management (CRM) tool designed for small and medium-sized businesses. It offers sales, marketing, and customer service tools within a single platform, providing a unified view of customer data. Sage CRM integrates with existing Sage accounting software, streamlining operations and improving productivity.
How does Sage CRM integrate with other tools?
Sage CRM integrates with existing Sage accounting software, offering a unified view of customer data. It also connects with various business tools, streamlining operations and improving productivity. However, the mobile app has limited functionality.
What the main competitors of Sage CRM?
Top alternatives to Sage CRM include HubSpot Sales Hub, Capsule CRM, and Legrand Desktop CRM. These competitors offer similar features like sales and marketing automation, contact management, and reporting tools. Other options like ActiveCampaign and Salesforce Sales Cloud are also popular choices.
Is Sage CRM legit?
Yes, Sage CRM is a legitimate CRM software offered by Sage, a well-established software company. It's considered safe and reliable by many users, especially those seeking affordable and easy-to-use software. However, some users have noted limitations with the mobile app and occasional slow performance.
How much does Sage CRM cost?
I cannot find pricing details for Sage CRM. Contact Sage directly to determine if Sage CRM product pricing fits your budget and needs.
Is Sage CRM customer service good?
Customer reviews on Sage CRM's customer service are mixed. Some users mention helpful and responsive support, while others have experienced delays and difficulties getting answers. More detailed information is needed for a definitive assessment.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.