# Page 3 | Sage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Sage CRM ## Showing most helpful reviews Showing 51-73 of 73 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MS Melissa S. Philanthropy Used the software for: 1-2 years ### "Sage CRM connected to Sage/MAS ERP: Challenging for Small Businesses" February 18, 2015 2.5 Pros We had to use a Sage Partner for support, so I never worked directly with Sage. Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate. I can't tell you how much money we spent on trying to get this system to work for our needs. There was nothing I could say that we liked about this software, and this is why we switched to Salesforce CRM. Cons It's inflexible, and it's not easy to make changes to the system setup without paying for support. Also, the system layout was not intuitive. Further, generating reports was cumbersome. Review Source HG Hannah G. Sr Coordinator Used the software for: 2+ years ### "Limited CRM system that needs improvements" April 6, 2018 2.0 Client database Pros Good as a client database. Clear online portal and good customer service representative assigned to account Cons Not as up to date as other CRM systems. data inputting takes time and is not simple. Overall system is expensive. Review Source JR John R. Vice President Logistics and Supply Chain Used the software for: 2+ years ### "VP of Info Sys" September 20, 2016 3.5 Pros Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability. Cons Pricing models are confusing, it is not and out-of-the box solution. Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions. Also the terminology is slightly unique so training is a must. Also need to develop/tweak the workflows before implementation. Review Source JB Jan B. Lead Estimator Construction Used the software for: 2+ years ### "Don't waste your money" August 18, 2020 2.0 Almost all of our departments have migrated away from Sage. Pros Before Sage swallowed Timberline, Master Builder, and Peachtree, they were each the respective top tier tool in their field. Cons But Sage like to buy and squat on assets to bleed them dry without investing in development. The Sage suite was best-in-class prior to 2010 but has failed to keep up. Review Source MW MATTHEW W. Tech Manager Government Administration Used the software for: 1-2 years ### "The program works well" December 4, 2019 3.0 I've user better programs in the past, in my opinion, but the program suffices for our needs. Pros It is easy to navigate and get from screen to screen to check on personal information. I like the simplicity of it. Cons The portion that I've been able to see doesn't have a lot to offer and frequently the info shown when logged in is not accurate. Review Source SB Selvin B. ICT Director Education Management Used the software for: 2+ years ### "Sage CRM" May 15, 2019 5.0 Pros We are just in the selection mode, however the feature that we have seen seems to be fully ready for our business. Cons We dont have the skillset to implement in a timely manner. Review Source CC Carlos C. Sales Manager Management Consulting Used the software for: 2+ years ### "Great CRM - must try it " December 21, 2015 5.0 Pros The software was very easy to use, very user friendly and layout was simple. Sage consistenly bring great products to the table we are so happy for a vendor like them Cons There isnt much I don't like. Hard to say anything bad and i have gone through a lot of software. I really enjoyed the products so i dont have anything bad to say about it. Review Source RD Ric D. Custom Interface Specialist Computer Software Used the software for: 1-2 years ### "Sage CRM Solution" April 24, 2015 4.0 Pros The interactive dashboard is great. It provides a number of visual elements that delivers a variety of reporting statistics. The ability for each user to customize his or her experience gives each user there own personal feel. The cost per user is affordable and staff genuinely care. Cons The report output is restricted to CSV and if you print to PDF then you can save to PDF as well but that's about it. The email integration outside of outlook is limited. Review Source FA Femi A. Partner , Accounting Services Management Consulting Used the software for: 1-2 years ### "Robust but needs training" September 10, 2018 4.0 Pros You can look into a customer's lifecycle at any point, and there are loads of customization tools available Cons Almost every update requires training and the learning curve is steep. Integration with other apps or software are not inexpensive Review Source MD Mark D. Senior Territory Manager Medical Practice Used the software for: 2+ years ### "It's Achilles heel is the very reason it doesn't work. Too many choices, too many options and none of the VARs and IT Contractors understand what changing information/data at one level affects the overall database." March 12, 2018 1.0 Pros Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it. Cons Flexible with a lot of options. easy to install except Sage just drops it on you and lets you work with contractors to try to fix it. Review Source Dwayne W. e-Learning Analyst Hospital & Health Care Used the software for: I used a free trial ### "Easy to use" August 29, 2018 4.0 Pros The learning curve on this software was shorter than other ones I've used in the past. Workflows were not difficult to set up. Cons Although there is a short learning curve to get up and running. Becoming proficient is another thing. There is a lot of room for customization that requires better training. Review Source Shahzad M. Computer Software Used the software for: ### "Great system and very extensible." January 27, 2015 5.0 Of course Sage CRM has APIs including including web services, .NET, ASP, client-side, AJAX, etc. Great system and very extensible. Review Source VR Verified Reviewer Marketing Specialist Computer Software Used the software for: 2+ years ### "Good for Small Business" February 4, 2019 4.0 Pros I like that Sage CRM is fairly easy to use and comes at a good price. There is a lot of competitor though with similar solutions. Cons There are areas where Sage can be improved. Good for smaller businesses but once you grow it can be outgrown into another competitor. Review Source CH Craig H. IT Manager Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Sage CRM review" September 29, 2015 3.5 Pros A flexible and powerful CRM solution that integrates with Sage 200 Cons A lack of social CRM and social media tools. Basic function to search LinkedIn. Review Source DC Dan C. President Management Consulting Used the software for: Less than 6 months ### "Lots of possibilities" February 20, 2016 4.0 Pros It is very configurable. Unlike other CRM's we have seen or used, with Sage we were able to readily tailor it around our unique requirements. The workflow feature and escalation rules are particularly powerful. And the ease of integrating Sage CRM with other applications (like accounting) is great too. CAUTION - Sage CRM isn't the type of software you just turn on and use within a couple of hours. It really needs to be configured for a specific company. Cons Understanding how flexible Sage CRM can be, is not readily apparent. And finding someone who can guide you through it - should be easier. Review Source Joelle A. Marketing Manager - Americas Biotechnology Used the software for: Less than 6 months ### "null" December 22, 2016 1.0 Review Source AL Aaron L. IT Manager Information Technology and Services Used the software for: 1-2 years ### "Good Product for Customer Management" November 27, 2018 5.0 Allowed us to better manage the way we worked with customers Pros Helps better manager our customers and shows us which way to go Cons Support team was hard to work with to get implemented Review Source TM Thomas M. Used the software for: ### "They are true CRM experts" February 2, 2012 5.0 The developers of Sage CRM are true CRM experts. The software saved us time and money in set up fees, maintenance and strategy. No other company told us how to use CRM to make most of our sales opportunities, they just tried to sell us the software. Pros Sage CRM is an easy to use, fast to deploy, feature rich Review Source SM Sofia M. Accounts Payable Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Too slow" January 14, 2020 3.0 Pros I like all the accounting features that Sage provides. It makes it easy to keep all the accounting in one place. Cons Everything loads way too slow and it's not in the easiest format to understand. Review Source TK Tomas K. Education business system analyst Education Management Used the software for: ### "null" June 13, 2018 1.0 Review Source HV Hugo V. Used the software for: ### "Solid CRM for people with Sage products" October 7, 2016 5.0 Sage CRM is a solid CRM that seamlessly integrates with other Sage solutions. If you use Sage and need a CRM, I cannot recommend Sage CRM enough! Pros integrates well with other sage products Cons hard to learn at first Review Source GM Guy M. Used the software for: ### "Mediocre CRM solution" November 6, 2016 2.0 A very average CRM solution - UI is outdated, the customization possibilities are good, and I do not see it as a user friendly solution. Price however is sane - something I cannot say about Salesforce. Review Source VR Verified Reviewer Visual Storyteller Used the software for: Less than 6 months ### "SAGE moves slow" November 18, 2017 2.0 Cons Very costly licensing. Doesn't always sync well with the rest of the Sage software. Always have to restart sometime during use. 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.