# 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 April 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 165 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 (165) VS. [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price €19 Per Feature, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (161) Ease Of Use 4.0 (18,116) Value For Money 4.3 (140) Value For Money 4.0 (12,803) Customer Service 4.5 (151) Customer Service 4.1 (14,034) ## Sage Sales Management alternatives [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (730)](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 [4.2 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/153130/Forcemanager/alternatives/) ## 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 106 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 106 reviews Sales & Business Development 57% Sales & Business Development 57% Marketing 7% Administrative 6% Customer Services & Support 6% Others 24% Top industries Based on 106 reviews Construction 29% Food & Beverages 23% 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 (60) 73.33% of 60 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 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 Sales Pipeline Management 4.3 (51) 68.63% of 51 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 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 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 (160) 4.5 Based on 160 reviews ## Pricing Value for money 4.3 (140) Free Trial Basic €19.00 Per Feature,Per Month Value for money 4.3 (140) 4.3 Based on 140 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 (151) 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 (151) 4.5 Based on 151 reviews ## User reviews Overall rating 4.6 Based on 165 reviews Filter by rating 5(114) 4(45) 3(3) 2(1) 1(2) Mentioned topic Sorted by most recent 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 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. RC Roberto C. Delegado Comercial Wine and Spirits ### "Totalmente recomendable" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 9/10 September 22, 2025 Mi experiencia con Sage Sales Management ha sido muy positiva. La plataforma es intuitiva y facilita la gestión de oportunidades de venta, seguimiento de clientes y análisis de rendimiento comercial. Me ha permitido automatizar tareas repetitivas, mejorar la colaboración entre equipos y tomar decisiones basadas en datos en tiempo real. La integración con otras herramientas de Sage también ha sido fluida, lo que ha optimizado nuestros procesos internos. Aunque al principio requirió algo de formación, el soporte técnico fue eficiente. En general, ha contribuido significativamente a mejorar nuestra productividad y eficiencia en el área comercial. Pros Funcionalidad y eficacia, todo al alcance de cualquiera, software totalmente recomendable, es un crm sin fallos Cons Complejo de primeras pero luego muy fácil de entender, no obstante es sencillo y cualquiera podria manejarlo 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. JJ Juan Jose G. Cuentas Corporativas Automotive ### "Sage Sales Management, the best CRM ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 16, 2025 La uso apenas hace 4 meses y estoy fascinado, me encanta su portal, demasiado sencillo para usarlo en todas las plataformas y opciones que ofrece. Pros Es una herramienta súper accesible y me permite medir los objetivos y KPI´s de mi personal de ventas. Cons La geolocalización en ocasiones falla, pero de ahí en adelante no hay queja alguna, vale muchísimo la pena, siempre y cuando ingreses bien la dirección. 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. Candela G. Sales manager Marketing and Advertising ### "El CRM más completo " 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 July 28, 2025 Pros CRM muy intuitivo, permite tener todos los datos de los clientes organizados, hacer análisis a través de la IA. Es el más completo de los que he probado. Cons hay veces que la sincronización de llamadas no funciona de manera totalmente efectiva, hace falta meterse en la app y actualizar Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) lo decidió el equipo directivo, por la integración con otro productos 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. [View all Reviews](https://www.capterra.com/p/153130/Forcemanager/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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