Sage CRM is a cloud-based Customer Relationship Management to help small and medium-sized businesses enhance sales, drive business productivity and boost customer engagement rate. Sage CRM enables over 15,000 small and medium-sized companies across the globe to further grow their business. It allows them to explore business insights to help them make smart decisions for higher effectiveness and ROI by leveraging the power of social platforms and take advantage of the latest mobile developments.

It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. Applications include integrated modules for sales and marketing automation, help desk, social CRM, customer service, and more. With Sage CRM, you can be up and running in just days. Users can target the right people with targeted marketing campaigns, resulting in better reception and conversion. Sage CRM also offers robust mobile capabilities. The software offers both cloud-based and on-premise deployments.

Pricing: Sage CRM subscription pricing is $69.00 per user per month. On-premise software pricing begins at $1,495 per server and $495 per user license plus an annual support plan in the range of 15% to 21% of the retail price.

USP: Users can easily create and execute an effective marketing campaign using the sales information as well as accurate and precise customer data Sage CRM gathers.

Support: Support is extended via phone.

Product Advantages: it's affordable. Better campaign targeting.

Product Limitations: Complex application, takes a while to learn to make full use of it.

Sage CRM

Sage CRM reviews

Overall Rating

5 Reviews



DFW Plastics, Inc.

51-200 employees

May 2019

Track information

Sage CRM is very flexible and beneficial for wide-ranging access to information sector.

We have had some problems with the loss of data, but Sage has not had any other customers with this issue, so it may be our upload to the cloud.



11-50 employees

April 2019

Product is okay

Logically, going from one step to the other made sense.

We no longer use this tool. It took forever to load things. The more people using it, the worse it would get. It cannot be used remotely through a VPN.



2-10 employees

April 2019

A bit complex

When the setup is finished, the product will enable you to monitor all business activities. At the point when we used it, there were a few issues and Sage permitted us to break the agreement. I will definitely consider today's cloud-based software because it has undergone a lot of updates and improvements since I used it for my company. The association of customer data and the tasks that branch from the customers is amazing. This product has numerous features and functions and is extraordinary for a business with numerous representatives and numerous branches. Tracking incoming and outgoing projects, stock, revenues, tax statements, etc.

I noticed that integrating with our type of service company was daunting. The setup was very long and demanding. However, the main reason we used it was to keep track of invoices, transactions to clients, and process payments electronically. We had problems with payment processing. Ultimately, using all the apps was challenging for us and dependent on it to be more successful. Also, there was a 2-year contract, which we couldn't keep since we were not ready to process installments.


Canyon Building & Design LLC

11-50 employees

January 2019

Not trading Sage.

Each component Sage offers is wonderful. We are completely dependent on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, and so forth are completely associated with Sage. We would be lost without it.

It's not really a con since it adds to the convenience, yet it looks pretty obsolete. To the extent where usefulness is concerned, it's not obsolete by any stretch of the imagination. In any case, the hues, tables, and so forth look "old".


Meridian One

501-1,000 employees

November 2018

Easily Customizable

With this CRM, the main advantage is that there are a million ways of customizing the program. That pro could be perceived as a con, as it won't do everything you may need out of the box.

There are a huge number of advisors that you can work with however on the off chance that you are a small organization working as a huge organization, at that point, I wouldn't get this CRM. The more add-ons you have the slower this framework will be.

Our EHR consultants can help narrow down software options for you based on your price range and needs.

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