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description: Review of Sage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Sage CRM | Reviews, Pricing & Demos - SoftwareAdvice GB
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# Sage CRM

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> Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys.&#10;&#10;The platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements.&#10;&#10;Sales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecasting sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies.&#10;&#10;The solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships.&#10;&#10;Moreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows.&#10;&#10;In summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth.
> 
> Verdict: Rated **3.6/5** by 73 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.6/5** | 73 Reviews |
| Ease of Use | 3.3/5 | Based on overall reviews |
| Customer Support | 3.5/5 | Based on overall reviews |
| Value for Money | 3.5/5 | Based on overall reviews |
| Features | 3.6/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Sage
- **Founded**: 1981

## Commercial Context

- **Starting Price**: US$45.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Sage CRM (cloud): $45/user/month&#10;Sage CRM (on-premise): Contact Sage for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise), Android (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, China, Germany, India, Japan, United Kingdom, United States

## Features

- API
- CRM
- Campaign Management
- Collaboration Tools
- Configurable Workflow
- Customer Engagement
- Dashboard
- Email Marketing
- Forecasting
- Marketing Automation
- Performance Metrics
- Pipeline Management
- Real-Time Data
- Real-Time Reporting
- Reminders
- Reporting & Statistics
- Sales Pipeline Management
- Sales Reports
- Search

## Integrations (3 total)

- Mailchimp
- Microsoft Outlook
- Sage 300

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Pharmaceutical CRM Software](https://www.softwareadvice.co.uk/directory/343/pharmaceutical-crm/software)

## Related Categories

- [Pharmaceutical CRM Software](https://www.softwareadvice.co.uk/directory/343/pharmaceutical-crm/software)
- [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software)
- [Ecommerce CRM Software](https://www.softwareadvice.co.uk/directory/3634/ecommerce/software)
- [Account Management Software](https://www.softwareadvice.co.uk/directory/3606/account-management/software)
- [Mortgage CRM Software](https://www.softwareadvice.co.uk/directory/345/mortgage-crm/software)

## Alternatives

1. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
2. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4451 reviews)
3. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews)
4. [Dynamics 365](https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews)
5. [The Magazine Manager](https://www.softwareadvice.co.uk/software/156538/mirabeltechnologies) — 4.8/5 (348 reviews)

## Reviews

### "Sage CRM is Great" — 5.0/5

> **Kathlene May** | *6 April 2022* | Marketing & Advertising | Recommendation rating: 10.0/10
> 
> **Pros**: A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible&#10;It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible
> 
> **Cons**: I love using this, and no problem with this tool. It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork

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### "Sage Software" — 4.0/5

> **Verified Reviewer** | *24 August 2018* | Construction | Recommendation rating: 7.0/10
> 
> **Pros**: I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report.
> 
> **Cons**: There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes.
> 
> Overall I like the software but there are definitely areas where it could be improved.

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### "The Truth about a System - the heart of the business needs to actually use" — 1.0/5

> **Verified Reviewer** | *14 March 2018* | Marketing & Advertising | Recommendation rating: 0.0/10
> 
> **Pros**: I'm sure its a dream for administators - who get to pull data easily&#13;&#10;(If the data is actually inputted is a different story)
> 
> **Cons**: I won't even discuss the look of the system (yet)&#13;&#10;This system is most effective for people who have nothing else to do but (write) about what they should do.&#13;&#10;Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go\! and can easily spend 2 minutes or more per task (weighing up my options here - i'd rather just get the work done) &#13;&#10;That in itself is the MOST counter productive frustration - i have ever had to deal with\!&#13;&#10;&#13;&#10;Its not fully integrated with Outlook - unless its a calendar appointment - This is a major hindrance and duplication of work and really MUST be addressed&#13;&#10;&#13;&#10;Nothing can be set as recurring - nothing. ever, imagine having to input Status Meetings, Month End Debt Collections, Work Appraisal Reviews, other standard reporting 4 times a month x 12 months at an average of 2 minutes each = YUP\! 96minutes of NOT making a sale - on 1 (one) recurring task&#13;&#10;&#13;&#10;Have the developers actually worked on this very unfriendly, incredibly unproductive Lotus-looking in Android Age system - or are they too 'intellectual' in finding methods to output our disgruntled input&#13;&#10;&#13;&#10;Built without user experience in mind\!

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### "SAGE CRM keep our whole business under one software" — 5.0/5

> **Verified Reviewer** | *31 March 2020* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: SAGE CRM has been great for our clients.  There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them.  The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access.  The accounting function seamlessly integrates with the sales and supply chain aspects.
> 
> **Cons**: Sage CRM can be a bit of a problem when there are database problems.  The support guy can usually fix them quite quickly but the instability of the the software raises at times.
> 
> We have been using Sage CRM for a while with our clients.  It is a great piece of software for medium sized enterprises.  My only concern is the instability of the software.  Sometimes databases can get corrupted so it is mandatory to always have support on call.  However we would not trade it for any other software.

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### "Good CRM but not very user-friendly" — 4.0/5

> **Verified Reviewer** | *2 May 2019* | Mechanical or Industrial Engineering | Recommendation rating: 4.0/10
> 
> **Pros**: The in-built business processes are good and very basic to deploy in the initial stages
> 
> **Cons**: Well a long list I have for this section:&#10;1. Pathetic customer support&#10;2. Less competent product knowledge to "customer support specialist"&#10;3. Not user friendly software &#10;4. Lot of technical backed problems
> 
> It was a great learning for us that comparison of the software before purchasing is an important aspect.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/437357/sagecrm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/sagecrm-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/437357/sagecrm> |
| en-GB | <https://www.softwareadvice.co.uk/software/437357/sagecrm> |
| en-IE | <https://www.softwareadvice.ie/software/437357/sagecrm> |
| en-NZ | <https://www.softwareadvice.co.nz/software/437357/sagecrm> |

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