# Page 2 | Sage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Sage CRM the right CRM solution for you? Explore 73 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/227247/Sage-CRM/reviews --- Sage CRM 3.6 (73) [View alternatives](https://www.capterra.com/p/227247/Sage-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 17th, 2026 # Page 2 - Reviews of Sage CRM ## Showing most helpful reviews Showing 26-50 of 73 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Controller Construction Used the software for: 2+ years ### "Sage Software" August 24, 2018 4.0 Overall I like the software but there are definitely areas where it could be improved. 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. Review Source VR Verified Reviewer Finance Accounting Used the software for: 2+ years ### "SAGE CRM keep our whole business under one software" March 31, 2020 5.0 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. 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. Review Source VR Verified Reviewer Marketing Analyst Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Good CRM but not very user-friendly" May 2, 2019 4.0 It was a great learning for us that comparison of the software before purchasing is an important aspect. 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: 1. Pathetic customer support 2. Less competent product knowledge to "customer support specialist" 3. Not user friendly software 4. Lot of technical backed problems Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Sage CRM No specific reason Review Source RM Robert M. Assistant Project Manager Construction Used the software for: 2+ years ### "Honest CRM Review" October 20, 2016 3.0 Overall it is a good software for grouping related tasks together. It is easy to generate RFIs, keep track of Submittals and tailor logs and reports for viewing and distribution. What I'd like to see done is a way to import csv files from excel as well as make the cells "mimic" Microsoft Excel capabilities. That is, if I am repeating similar tasks in a log, I can pull down cells withtout having to do it manually. Although the software gives the professional and organized appeal, it lacks in some areas of work efficiency/ productivity. Pros Professional look of items printed and organizational capabilities Cons It needs to be able to upload csv files. It can be time consuming to do a drawing log that has 500 sheets with some sheets that have repeated names and dates... a simple excel formula would solve this. When creating RFIs, it is difficult sometimes to view the body of texts, the text window can't be widened to shrink unnecessary or not used options. Users should have the ability to use their cursor/mouse to adjust the text box to whatever size they desire Review Source TP Tiaan P. Tracker Logistics and Supply Chain Used the software for: 6-12 months ### "SAGE CRM - The honest reveiw" July 15, 2022 4.0 Good , it was pleasant and could work within a day of playing around with the setting and options Pros Easy to learn - the more you work with it , the easier it becomes. Save time and sales is all about time management Cons The resources intensiveness , entry level computers will not do good with the is program It needs a high speed intenet to not get frustrated with the slowness Alternatives considered [PASTEL Moving Software](https://www.capterra.com/p/143849/PASTEL-Moving-Software/) Reason for choosing Sage CRM Cost Ease of use It it well known Review Source VR Verified Reviewer Vice President Insurance Used the software for: 1-2 years ### "Terrific sales funnel management , single database for all leads and sales" March 9, 2018 4.0 Organized Sales funnel tracking, lead management, became smarter during the sales process. Pros What I liked most was the ability to manage our leads and prospects all throughout the sales funnel. Being able to track the various stages in one intuitive software made mine and my colleagues lives much easier. Cons A bit expensive and a small learning curve when getting familiar with the software, was a bit of a challenge training the sales staff on the workings of the program. Review Source ME Marisela E. Manager Apparel & Fashion Used the software for: 2+ years ### "Complex for my Small Business" April 14, 2019 4.0 Once the set up is complete, the software will allow you to keep track of all business operations. When we used it, there were some issues and Sage allowed us to break the contract. I would definitely consider the Cloud based software today because it went through many upgrades and changes since I used it for my business. Pros The organization of client information and the projects that offshoot from the clients. This software has many functions and features, and is great for a business with many employees and many branches. Keeping track of incoming and outgoing projects, inventory, sales, reports for tax purposes etc. Cons I found it overwhelming to integrate with our type of service business. The set up was very lengthy and difficult. In addition the main reason for us to use it was to keep track of invoices, sales with clients, and to process payments online. We had trouble processing payments. Overall, it was hard for us to use all the features and rely on it to be more productive. Also, there was a 2 year contract to use the software, which we could not keep because we were not able to process payments. Review Source VR Verified Reviewer Marketing Assistant Computer Software Used the software for: 2+ years ### "User friendly" April 30, 2019 4.0 Pros It's very easy to find information. Everything seems intuitive. Cons Running reports can take a while. This may be because of the amount of data we have housed in the CRM. Review Source CE Catherine E. General Manager Construction Used the software for: 2+ years ### "Sage CRM does exactly what you need" November 12, 2022 5.0 Fantastic.Does what wee need to track jobs, costs and time Pros Record Management. Job Costing. Purchase orders all essential for tracking Individual jobs Cons Slow to learn but worth the time. Hang in there Reason for choosing Sage CRM Tested many and CRM did all we needed it to Review Source AS Amanda S. Project Coordinator Construction Used the software for: 2+ years ### "We wouldn't trade Sage for anything!" January 9, 2019 5.0 Pros Every feature Sage offers is a pro. We are fully reliant on Sage and it never lets us down. Our AP, AR, Contract Management, Insurance Compliance, Project Management, etc is fully involved in Sage. We all would be lost without it. Cons It's not necessarily a con, because it does add to the ease of use, but it looks extremely outdated. As far as functionality is concerned it's not outdated at all. But the colors, tables, etc. look "old". Review Source Kathlene May D. Virtual Marketing Assistant/Data Entry Professional/Web Researcher at Upwork Marketing and Advertising Used the software for: Less than 6 months ### "Sage CRM is Great" April 6, 2022 5.0 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 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 Review Source SM Shawn M. Sales Associate Management Consulting Used the software for: 2+ years ### "2012 Version - Archaic data collection with poor integration tools" December 21, 2015 2.0 Pros There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless. Cons Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around! Review Source Evan B. APM Construction Used the software for: 1-2 years ### "Great Idea, tough to use" April 23, 2019 3.0 OK product. No longer use it. Pros Logically made sense to go from one step to the other. Cons Everything takes forever to load. The more people on it, the worse it gets. Cannot use remotely through a VPN. Review Source DC David C. Sales-Estimating Construction Used the software for: 2+ years ### "Sage CRM" December 6, 2019 4.0 Overall very informative and helpful. Very helpful managing the costs associated with a project. Pros Able to print out customized reports showing details on a project. Makes it easier to Track expenses throughout a project. Integrates well with accounting and sales staff. Cons Would like to be able to customize more on the layout of the reports. Need to be very specific when looking up a specific job number/project. Review Source GM GETHSUN M. Supply Chain Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Sage CRM Review" April 2, 2021 5.0 Sage CRM offers the best money value especially for mid-tier institutions and offers realtime collaboration capability Pros Availability of web portal with no need for any upgrade Cons With the Absence of offline accounting features, you cannot access accounting data without an internet connection Review Source LB Leon B. GM Used the software for: 2+ years ### "The product works well. " April 19, 2018 3.0 It is a great software for keeping accurate notes and communication regarding clients. I have personally been tracking 100's of clients for 7 years inside this system. Pros The customization of the layout allows for easily managed client data and prospective clients. It is great for leaving notes for the whole sales staff to review and understand what was discussed. Cons The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare. The software wont launch correct. The database gets corrupted and needs to be restored. Review Source VR Verified Reviewer CEO Internet Used the software for: 1-2 years ### "Heplful for sales leads" December 29, 2022 5.0 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 VR Verified Reviewer Account Manager Management Consulting Used the software for: Less than 6 months ### "Bonne expérience avec ce CRM dans sa version OnPrem" April 9, 2021 4.0 Dans l'entreprise où je travaillais à l'époque (Industrie) le CRM nous permettait de suivre les prospects/clients, leur contrats d'entretiens et les différentes interactions, et force est de constater que le CRM était très utilisé par les commerciaux car il était intuitif. Pros Rapidité de l'interface et son ergonomie. Il est très agréable à utiliser de mon point de vue Cons Certaines fonctionnalités sont peu intuitives et nécessite une formation (consulter des reliquats de facturation par exemple); la solution était OnPrem et nécessitait de se connecter à un serveur Review Source AA Adam A. IT Helpdesk Used the software for: 2+ years ### "Just a pain in the butt" August 15, 2017 2.0 Pros It does the job if you are willing to put in all the time. We have used this for years and are now changing to Salesforce. Cons Expensive licensing. Doesn't always sync well with Sage software. Constantly having to restart services. Review Source RN Raymond N. Digital marketing Manager Automotive Used the software for: 2+ years ### "I have used, repaired, and upgraded to new versions of ACT for about 20+ years." July 2, 2018 5.0 Great place to input customers to manage docs, reports, emails. Easy to send emails or run labels, letters, and review customer history. Pros Its saves automatically, sends reminders for follow-up, has customizable fields, runs reports with lots of ways to narrow searches for making lists and labels, enables me to order lists fast by almost any criteria, connected to email. Cons As Windows 10 and updates are put into service, the compatibility with mail, backup, and reports fade in availability as product ages, forcing you to upgrade. Support for older ACT versions are scarce and expensive. Review Source HH Hannah H. HR and Accounting Specialist Computer Software Used the software for: 2+ years ### "Not a fan of Sage CRM" January 22, 2024 2.0 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 VR Verified Reviewer Estimator / Project Manager Assistant Construction Used the software for: 1-2 years ### "It hasn't gone well" March 16, 2018 2.0 Pros Contact syncing between CRE300, Outlook, and (formerly) Sage ACT. It is very flexible for our wishes. Cons The implementation of this software hasn't gone well for us. It is almost TOO flexible. It feels like a fully customized piece of software so we are having to make decisions on flow and content that really should be simple. Review Source VR Verified Reviewer Client Support Representative Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Basic Sales Book Organization " October 24, 2018 3.0 Sage CRM definitely makes organizing my customers contact information easier and is beneficial for our company overall to increase communication from branch to branch. Pros It helps to organize sales contacts better than Microsoft Excel. I also enjoy the shared documents feature so our company can share our important and most updated documents from branch to branch. Cons It doesn’t always work correctly and needs to be easier to toggle from one page to another. Review Source VR Verified Reviewer General Manager Wholesale Used the software for: 2+ years ### "Sage CRM" April 5, 2019 3.0 Pros User friendly, with a fairly easy interface. Cons Real time synchronisation with Sage 200. Hard to configure. Review Source Alyssa P. Project Engineer Construction Used the software for: 1-2 years ### "Essential in the construction world" June 1, 2018 5.0 Pros From what I know Sage is largely used in the business/construction world, it's essential to any professional Cons At times it can be slow but with upgrades over time I have definitely seen an improvement in it's worth Review Source Similar Products Featured ## Related categories [Social CRM Tools](https://www.capterra.com/social-crm-tools-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.