--- title: "Sage CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sage CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/227247/Sage-CRM/" page_type: "product" language: "en" --- # Sage CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 8, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sage CRM ## What is Sage CRM? Over 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. ## What is Sage CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Social CRM Tools](https://www.capterra.com/social-crm-tools-software/) Top alternative Featured Overall rating Based on 73 user reviews Reviews sentiment Positive 60% Neutral 18% Negative 22% Starting price $45 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sage CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.sage.com&name=Sage CRM) ## 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 CRM 3.6 (73) VS. [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $45 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.3 (69) Ease Of Use 4.0 (18,143) Value For Money 3.5 (52) Value For Money 4.0 (12,829) Customer Service 3.5 (54) Customer Service 4.1 (14,061) ## Sage CRM alternatives [4.5 (4,484)](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 (6,996)](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 [4.8 (352)](https://www.capterra.com/p/77189/The-Magazine-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/227247/Sage-CRM/alternatives/) ## FAQs about Sage CRM Overview ### Which roles and teams benefit most from Sage CRM? Sage CRM is most used by sales managers, business development teams, and account managers who need to track leads, manage pipelines, and strengthen customer relationships. IT managers and database administrators support customization and integrations, while finance leaders, controllers, and executives use it for reporting, forecasting, and cross-department visibility. Answer based on 66 reviews Overview ### What company size and industries is Sage CRM built for? Sage CRM is built primarily for small businesses, which account for 72% of reviewers, with construction the top industry at 18%. It also serves midsize businesses at 17% and enterprises at 11%, with notable use in computer software at 12% and electrical/electronic manufacturing at 8%. Answer based on 73 reviews Features and Usability ### What are the key features of Sage CRM? Sage CRM includes core sales management features like lead management, sales pipeline management, opportunity tracking, and forecasting. Reviewers also highlight differentiators such as configurable workflow, customizable fields and dashboards, reminders and task scheduling, reporting and search, plus integrations with Sage accounting and other business systems. Answer based on 26 reviews Limitations ### Does Sage CRM have reliability or usability issues? Sage CRM delivers useful customization and workflow tools, but reliability and usability concerns appear regularly. Many teams mention database instability, slowdowns with add-ons, screen display problems, and awkward task entry. Small businesses may also need hands-on support during setup, especially when tailoring permissions, reports, and integrations. Answer based on 25 reviews Integrations ### Which third-party tools and platforms does Sage CRM integrate with? Sage CRM integrates with Microsoft Outlook for email, calendar, and contact workflows, Microsoft Excel for spreadsheet-based data handling, and Sage 300 for accounting and ERP connectivity. Reviewer mentions also reference ACPAC and Sage ACT, indicating additional links across finance, contact management, and Microsoft office tools. Answer based on 24 reviews Getting Started and Support ### How easy is it to onboard and train a team on Sage CRM? Sage CRM is fairly quick for many end users to learn, with intuitive navigation, search, and reporting that help teams get comfortable fast. Admins and nontechnical users often need more time because setup, customization, imports, permissions, and terminology can be challenging. Training appears to rely mainly on video tutorials, with some reviewers wanting more advanced guidance. Answer based on 15 reviews Getting Started and Support ### What customer support options does Sage CRM offer? Sage CRM provides email/help desk and phone support. User feedback on support is mixed: some report helpful representatives and efficient help, while others describe responses as generic, limited product knowledge, and not very useful when setting up customization or resolving technical issues. Answer based on 6 reviews Features and Usability ### How well does Sage CRM handle sales management? Sage CRM supports lead tracking, pipeline visibility, follow-up reminders, and shared customer notes for day-to-day sales work. Sales teams, field reps, and multi-branch businesses often find it easy to manage prospects, quotes, renewals, and customer history, though some companies find setup lengthy and certain task workflows less efficient. Answer based on 23 reviews Features and Usability ### What features does Sage CRM offer? Sage CRM covers contact management, workflows, shared documents, reporting, and accounting-linked business tracking in one system. Mid-sized companies and multi-branch teams often value the configurable layouts and integration with Sage accounting tools, though some features feel dated, require training, or leave gaps in billing, offline access, and usability. Answer based on 18 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Sage CRM includes **Real-Time Data**, which gives teams current customer and sales information as work happens. However, it does not include **Data Security** or **Customer Database**. With **Real-Time Data**, businesses can respond faster to changes, keep records up to date, and make better day-to-day decisions, helping teams act on timely information across sales and customer management. Collaboration Tools 4.1 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Reporting & Statistics 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Marketing Automation 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Sales Pipeline Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status API 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Configurable Workflow 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Configure existing workflows to meet your organization's needs Sage CRM 19 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Email Marketing: Create and send email blasts/campaigns - Forecasting: Form predictions based on past and present data/trends - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. --- Get Advice We can help you find the software with the features you need. Features 3.6 (69) 3.6 Based on 69 reviews ## Pricing Value for money 3.5 (52) Free Trial Basic $45.00 Per User,Per Month Value for money 3.5 (52) 3.5 Based on 52 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Sage 300](https://www.capterra.com/p/180283/Sage-300cloud/) 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 3.5 (54) 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 3.5 (54) 3.5 Based on 54 reviews ## User reviews Overall rating 3.6 Based on 73 reviews Filter by rating 5(21) 4(21) 3(14) 2(10) 1(7) Mentioned topic Sorted by most recent AN Anonymous User Finance Analyst Financial Services ### "Sage CRM ,a 360 customer view" 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 March 16, 2026 Value for more,easy and efficient sales management,proper lead generator,great learning curve,proper email management Pros Value for more,easy and efficient customer support,seamless candidate experoence,proper tracking of candidate and proper management of candidate profile,proper recruitment management process,proper email management,proper sales management Cons The report needs to be more granular to meet stakeholders needs and provide more information and give a 360 view of the client 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. MS Manish S. AI and Automation Engineer Information Technology and Services ### "Sage CRM - Legacy CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 28, 2026 I have had an okay experience with Sage CRM. I’ve used it mainly to support sales and customer management processes, customize workflows, and integrate it with other Sage products like Sage 300. The integrations are a bit outdated, but are reliable. Pros Sage CRM is very easy to learn and thus it takes a very short time to get used to it as a new user. This is something not many software tools have. It is very easy to generate reports in this tool. Cons I was not happy with the support for Sage CRM. At one point I even got separate solutions from different support specialists for the same issue I was facing, which was confusing and not what I expected. 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. KF Kevin F. Sales Consultant Information Technology and Services ### "Sage CRM - Best in class" 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 December 5, 2025 Very positive, easy to use and a very powerful tool. The learning curve is quick, new salespeople are generally ready to go in 1-2 days. Pros Sage CRM offers all the functionality a successful salesperson needs, and it's all tightly integrated to our accounting system. Cons Entering opportunities could be easier if company info was automatically transferred over at the time of creation. Switched from [Sales Coach For MS Dynamics 365](https://www.capterra.com/p/264481/Sales-Coach-For-MS-Dynamics-365/) I changed jobs! My old company used MS Dynamics, sage CRM was a breath of fresh air. 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. IS Ian S. PE Construction ### "Detailed Accounting Software" 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 8/10 May 8, 2025 Overall, we have been very pleased with this product. We have been able to do integrations with other purchasing and management software. Pros The reporting features are really good. Our company uses them to do deep dives on specific aspects of the business. Cons It may be slightly antiquated when compared to newer accounting systems. Onboarding new users can be troublesome. 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. KC Kasondra C. Brand Marketing Manager Marketing and Advertising ### "Sage is great" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 2, 2024 Easy to navigate and links with your clients etc. Pros Easy and always updating to perform better. Cons Would b nice if it could synch w outlook. 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. SG Sheral G. REALTOR Real Estate ### "SAGE is outdated" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 August 17, 2024 I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that. Pros I never liked SAGE compared to other CRM. I couldn't WAIT for our company to move to another CRM. Cons It was clunky, it was hard to manage my DB of contacts. Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious. 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. HH Hannah H. HR and Accounting Specialist Computer Software ### "Not a fan of Sage CRM" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 January 22, 2024 We opted to use a different CRM for our main CRM needs because we felt like there were better CRM options and features in a different product. Pros The fact that we can store Software renewal information in the system and use for software renewal billing reminders. Cons How hard the product it is to use and the pricing. 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. DO Dawn O. International Sales and Export Coordinator Construction ### "CRM - make it work for you" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 January 4, 2024 Using Sage CRM has been and still is a positive experience for me, due to it being set up to do exactly what I need it to do, makes my job so much easier. It has a really informative dashboard and it's search facilities make finding customer records an absolute breeze even with the tiniest bit of information to search on. the ability to schedule task, appointments and reminders is a great help plus the ability to set these up for colleagues, much more streamlined that having to send emails or set up calendar invites for things; overall Sage CRM is a great bit of software Pros I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options Cons Sometimes workflows could be 'click heavy' which couldn't be changed but only a minor niggle - plus points far outweighed this downside Switched from [Sage Active](https://www.capterra.com/p/10008799/Sage-Active/) The business has outgrown Act so we upgraded to Sage CRM which suited us much better 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. MA Marco A. CEO Accounting ### "Good CRM software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 January 4, 2023 Pros Easy to access to your customers and easy to manage their details Cons The documentation offered is not very well organized 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. AN Anonymous User CEO Internet ### "Heplful for sales leads" 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 9/10 December 29, 2022 I had a very good experience with sage crm I will recommend it Pros Sage crm is that the customer data is transmitted in real time.the application is easy to handle.reliable and accurate details and it has very good features. Cons sage crm works very well for me and I haven't found any complication with this application yet 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. [View all Reviews](https://www.capterra.com/p/227247/Sage-CRM/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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