# Sage Sales Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Sage Sales Management Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/153130/Forcemanager

---

# 

 Sage Sales Management Software Review 2026: Features, Integrations, Pros & Cons

Last updated on June 5, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Sage Sales Management

## What is Sage Sales Management?

Designed by and for sales representatives, Sage Sales Management is dedicated to simplifying their work, allowing a focus on essential aspects: sales and building client relationships. Now enhanced with Artificial Intelligence, our CRM adapts to the evolving demands of sales environments, offering smarter, more efficient tools for sales optimization.

## What is Sage Sales Management used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/)

Recognitions

Shortlist

Best ease of use

Top alternative

Featured

Overall rating

Based on 168 user reviews

Reviews sentiment

Positive

96%

Neutral

2%

Negative

2%

Starting price

€19

Per Feature, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Sales Enablement / 2026
-   Inside Sales / 2025
-   Sales Forecasting / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   AI Sales Assistant / 2026
-   Construction CRM / 2026
-   Contact Management / 2026
-   CRM / 2026
-   Financial CRM / 2026
-   Insurance CRM / 2026
-   Mac CRM / 2026
-   Online CRM / 2026
-   Sales Enablement / 2026
-   Sales Engagement Platform / 2026
-   Sales Force Automation / 2026
-   Sales Forecasting / 2026
-   Sales Intelligence / 2026
-   Sales Tracking / 2026
-   Small Business CRM / 2026

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Sage Sales Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.sage.com&name=Sage Sales Management)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Sage Sales Management

4.6 (168)

VS.

[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting Price

€19

Per Feature, Per Month

Starting Price

$31.1

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (164)

Ease Of Use

4.0 (1,302)

Value For Money

4.3 (143)

Value For Money

4.1 (1,178)

Customer Service

4.5 (154)

Customer Service

3.9 (1,167)

## Sage Sales Management alternatives

[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.7 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/153130/Forcemanager/alternatives/)

## FAQs about Sage Sales Management

Overview

### What problems does Sage Sales Management solve?

Sage Sales Management solves scattered customer data, missed follow-ups, weak pipeline visibility, and time-consuming activity reporting by giving sales teams a mobile-first workspace for tracking visits, opportunities, routes, tasks, and KPIs in real time. Field reps, sales managers, and SMB commercial teams benefit most from stronger daily control and forecasting.

Answer based on 113 reviews

Overview

### Which roles and teams benefit most from Sage Sales Management?

Sage Sales Management is most used by sales representatives, commercial teams, and sales managers who need to track pipelines, manage customer follow-ups, and improve field sales activity. Commercial directors and executives use it to monitor team performance, forecast revenue, and standardize sales processes across territories and accounts.

Answer based on 162 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is Sage Sales Management built for?

Sage Sales Management serves businesses from all sectors, with strongest adoption among small businesses at 72% and the highest reviewer share in construction at 10%. It also sees use in insurance at 8% and food and beverages at 6%, with midsize businesses at 16% and enterprises at 12%.

Answer based on 167 reviews

Features and Usability

### What are the key features of Sage Sales Management?

Sage Sales Management includes core CRM and sales management features like contact management, client history, opportunity management, and sales pipeline management. Differentiating capabilities include a mobile app with GPS geolocation, visit planning, call logging, calendar sync, and real-time dashboards and reports for tracking sales activity and performance.

Answer based on 57 reviews

Integrations

### Which third-party tools and platforms does Sage Sales Management integrate with?

Sage Sales Management integrates with over 20 third-party tools, including WhatsApp, Microsoft 365, SAP Business One, Gmail, Google Drive, Docusign, HubSpot CRM, Intercom, Jira, and Mailchimp. Its catalog also includes Adobe Commerce, BigCommerce, Freshdesk, Evernote Teams, Meta for Business, and LiveChat.

Answer based on 15 reviews

Getting Started and Support

### What training and onboarding options does Sage Sales Management offer?

Sage Sales Management provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled learning sessions, documentation provides written reference material, and videos support self-paced review of features and steps.

Answer based on 1 reviews

Getting Started and Support

### What customer support options does Sage Sales Management offer, and how do users rate the experience?

Sage Sales Management offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users often describe support as fast, efficient, and involved during onboarding and issue resolution, though some report slower product or technical support, version-change problems, and a need for quicker regional coverage.

Answer based on 25 reviews

Features and Usability

### How well does Sage Sales Management handle sales management?

Sage Sales Management gives sales teams clear day-to-day control over pipelines, activities, goals, and follow-up tasks. Small and midsize businesses often value its intuitive layout, real-time visibility, and reporting, while some managers find dashboard customization, KPI graphics, and certain automation features less intuitive than expected.

Answer based on 54 reviews

Features and Usability

### How well does it manage client information?

Sage Sales Management keeps client records organized with activity history, notes, tasks, and account details in one place. Sales reps, field teams, and freelancers often like the mobile access, geolocation, and quick customer lookup, though some want better tagging, faster data loading, and clearer notifications for client updates.

Answer based on 29 reviews

## Who uses Sage Sales Management?

Based on Capterra reviews from the past 4 years

Talk to a software expert

to get a free software list  
tailored to your business needs

Company size

Based on 104 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 104 reviews

Sales & Business Development

58%

Sales & Business Development

58%

Marketing

7%

Administrative

6%

Customer Services & Support

6%

Others

24%

Top industries

Based on 104 reviews

Food & Beverages

26%

Construction

26%

Machinery

18%

Insurance

18%

Other

12%

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Lead Management

4.4 (62)

74.19% of 62 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Sales Pipeline Management

4.3 (53)

69.81% of 53 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Contact Management

4.4 (52)

75.00% of 52 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Contact Database

4.4 (32)

59.38% of 32 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Lead Capture

4.1 (31)

80.65% of 31 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Reporting/Analytics

4.1 (30)

50.00% of 30 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Sage Sales Management 111 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Generates and edits text using machine learning

Software program that continuously adjusts its behavior based on observed data

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Define and maintain business rules that determine workflow capabilities and criteria

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Communicate using direct chat or messages within the system

Track all company interactions with current clients

Provides a channel for team members to share AI models, media files, communicate, and work together

Leave comments and notes on documents for others to view

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track, store, and access client contracts or licenses

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Estimate expected cost based on various factors before a project begins

Manage or track sales completed by field teams/employees

Primarily serving architecture, engineering, and construction industry professionals

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Intended to be used by insurers

Operate/access software on iPad Devices

Operate/access software on Mac Devices

Caters to sales teams

Designed for small businesses

Primarily serving startup companies

Form predictions based on past and present data/trends

Method of analysis that visualizes the series of events that lead towards a defined goal.

Establish measurable goals and objectives and track their progress over a specific period of time

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Access the system via a mobile application

Manage and handle various international currencies

Track/log the amount of time employees worked per job using a timer

Track all opportunities for potential sales and convert them into recurring revenue

Swipe a credit card or manually process payments while with the customer in the field

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Predict future data based on historical data sets

Present a catalog of inventory that customers can view

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan daily routes to optimize employee scheduling and provide directions

Define, track, and/or automate sales activities and sales processes

Automate processes to manage leads, contacts, opportunities and sales activities

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Track work performed and resources used for past customers, sites, or assets

Allow users to access multiple services after entering their login credentials once

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Sample files or documents that could be customized as needed or used as is

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data

SaaS, web-based, online deployment

Get Advice

We can help you find the software with the features you need.

Features

4.5 (163)

4.5

Based on 163 reviews

## Pricing

Value for money

4.3 (143)

Free Trial

Basic

€19.00

Per Feature,Per Month

Value for money

4.3 (143)

4.3

Based on 143 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

WordPress](https://www.capterra.com/p/131687/WordPress/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (154)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (154)

4.5

Based on 154 reviews

## User reviews

Overall rating

4.6

Based on 168 reviews

Filter by rating

5(117)

4(45)

3(3)

2(1)

1(2)

Mentioned topic

Sorted by most recent

AE

Alejandro E.

Ingeniero Técnico Comercial

Mechanical or Industrial Engineering

### "CRM Intuitivo y con facilidad de uso"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 25, 2026

Pros

El software tiene un frontend muy logrado, permite al usuario conocer intuitivamente qué ha de hacer y tiene acceso a todas las herramientas de forma sencilla. La trazabilidad de las tareas, poder incluir actividades dentro de oportunidades, comentarios, contactos implicados, etc.

Cons

No hay nada que no me haya gustado en concreto, el punto que mejoraría es que cuando añades una videoactividad, visita o llamada telefónica no puedas seleccionar la duración que ha tenido.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PB

PEDRO B.

EJECUTIVO DE CUENTAS

Information Technology and Services

### "COMENTARIOS PEDRO BOFIAS DE UMAS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

June 4, 2026

LA información de IA que se puede exportar DE CADA ENTIDAD.

Pros

LA RELACION DE POLIZAS que se puede exportar DE CADA ENTIDAD, la facilidad para generar oportunidades

Cons

QUE EL CAMPO Nº DE POLIZA NO ES UN CAMPO CLAVE , Y POR TANTO NO SE PUEDE BUSCAR POR EL Nº DE POLIZA . QUE EL CAMPO Nº DE OPORTUNIDAD NO ES UN CAMPO CLAVE , Y POR TANTO NO SE PUEDE BUSCAR POR EL Nº DE OPORTUNIDAD

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RS

Roberto S.

comercial

Food & Beverages

### "Partner esencial de ventas"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 29, 2026

muy buen crm, un compañero de trabajo esencial, te ayuda en el control del negocio evidencia aspectos importantes de la relacion con los clientes

Pros

control total del negocio, analisis ventas de singulos productos, con cantidades y tiempos de ventas.

Cons

en el organizar actividades, son demasiado campos para poder empezar y registrar la actividad y no es tan facil poder añadir partecipantes

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AE

Alejandro E.

Director de Ventas

Computer Software

### "Automatización y agilidad en todos los procesos."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 29, 2026

Muy buena. La integración con el ERP de Sage, y la agilización de procedimientos gracias a las automatizaciones y la IA hacen que pueda dedicar más tiempo a otras labores del departamento.

Pros

La versatilidad para adaptar a empresa y que el CRM sea una parte más de todo el procedimiento interno en el ciclo de la visita/oferta/albarán/factura. La integración de la IA para la generación de resúmenes tras las visitas.

Cons

La dificultad para la creación de indicadores y gráficas para analizar los datos de ventas. No es muy intuitivo.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

ADA S.

PROJECT MANAGER

Building Materials

### "POTENTE HERRAMIENTA PARA LA GESTIÓN DIARIA DE UN COMERCIAL"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 15, 2026

La experiencia es excelente. Facilidad para acceder a todos los datos registrados, que aportan una gran cantidad de información muy útil para el día a día.

Pros

Es el único CRM que he utilizado a lo largo de mi trayectoria profesional que realmente ayuda a la gestión de un comercial. Es una herramienta muy potente, de fácil manejo, y que facilita el acceso y registro a toda la gestión

Cons

el check in en directo en la localización, no es muy precisa. el rango debería ampliarse un poco, ya que suele fallar bastante.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JN

Julian N.

Comercial

Computer Software

### "CRM Asistido"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 13, 2026

Muy buena, es muy fácil la interacción con la aplicación cuando estás haciendo las visitas con los clientes, y mucho más desde el móvil.

Pros

La facilidad de uso, y la posibilidad de poder reportar la actividad de una forma automática, usando la IA.

Cons

La posibilidad de utilizar el lenguaje natural para todos los procesos, tanto para la creación de las empresas, como de las oportunidades.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JA

JUAN ANTONIO A.

Promotor de Ventas

Food & Beverages

### "Operativa para recomendar"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 2, 2026

Una experiencia bastante satisfactoria y muy recomendable, basada en la facilidad y comodidad para interactuar durante una ruta.

Pros

Lo útil que es como herramienta de trabajo para poder plasmar tu estrategia en el punto de venta de una manera ágil, creando una experiencia de CRM con una operativa muy dinámica.

Cons

Que una vez añades una actividad en un cliente, y le has dado a añadir normal (en lugar de por voz), una vez dentro de la actividad, ya no te deja que al menos los comentarios, que a veces es lo más entretenido de escribir, no te deje introducirlo por voz

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EP

Eva P.

Sales

Consumer Services

### "A Powerful, Simple, and Insightful CRM Solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 15, 2026

Sage CRM is a reliable, user‑friendly, and customizable platform that streamlines sales, marketing, and customer service while offering powerful reporting and clear business insights.

Pros

Sage CRM is a powerful, flexible, and user-friendly solution ideal for companies aiming to improve customer relationships and boost performance.

Cons

Nothing

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)

Reasons for choosing Sage Sales Management

Best option, custom and designed for mobile phone

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VM

Victor M.

Account Manager

Telecommunications

### "Sage Sales Management, un CRM a la altura de lo esperado"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 15, 2025

Un CRM de un nivel excelente, con asistente de IA, que ayuda a poder gestionar mejor el tiempo, y enfocarte en lo que realmente importa.

Pros

La facilidad de uso y lo intuitivo que es, me ayuda mucho a poder gestionar todos mis contactos con facilidad y rapidez.

Cons

Nada, resuelve perfectamente mis necesidades, se adapta a todo lo que necesito y es exactamente lo que espero de un CRM

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Porque me habían hablado de este CRM, y al probarlo y verlo en lo demo, me convenció.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MJ

Miguel J.

Director Comercial

Machinery

### "CRM completo, intuitivo y rapido."

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 29, 2025

Es un aplicación intuitiva y adaptable a tus necesidades. Rápida de usar en cada visita sin perdidas de tiempo. Te optimiza tus rutas de visita. Justo lo que buscábamos para mi empresa.

Pros

Estas constantemente conectado a la actividad comercial de tu equipo, avisándote en cada momento de cualquier acción que debes de tomar. Visibilidad de la ruta diaria de tu red comercial, pudiendo interactuar con ellos en cualuier momento.

Cons

La vinculación de notificaciones entre administrador y usuarios me resulta compleja ya que sólo me saltan los avisoso si el resposable de la cuenta yo soy como administrador.

Alternatives considered

[Vinco Team](https://www.capterra.com/p/10031226/Vinco-Team/)

Reasons for choosing Sage Sales Management

Por el Teams previo de su funcionamiento y la versatilidad que me daba.

Review source

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