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Sage CRM Logo

Sage CRM

3.5
(66)

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Web-based CRM for small and medium businesses

(2)

Sage CRM Pricing, Features, Reviews and Alternatives

Sage CRM FAQs

Q. What type of pricing plans does Sage CRM offer?

Sage CRM has the following pricing plans:
Starting from: $45.00/month
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of Sage CRM?

Sage CRM has the following typical customers:
Freelancers, Non Profit, Small Business

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Q. What languages does Sage CRM support?

Sage CRM supports the following languages:
English

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Q. Does Sage CRM support mobile devices?

Sage CRM supports the following devices:
Android

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Q. Does Sage CRM offer an API?

No, Sage CRM does not have an API available.

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Q. What other apps does Sage CRM integrate with?

Sage CRM integrates with the following applications:
Microsoft Outlook, Sage 300cloud, Mailchimp

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Q. What level of support does Sage CRM offer?

Sage CRM offers the following support options:
Phone Support, Email/Help Desk

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Sage CRM product overview

Price starts from

45

/user

Per month

What is Sage CRM?

SALES OPPORTUNITIES

Key benefits of using Sage CRM

- Make most of sales opportunities
- Deliver excellent customer service
- Identify and target the right people

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk

Not sure about Sage CRM? Compare it with a popular alternative

Starting from

45

/user

Per month

Free plan
Free trial
Pricing range

Starting from

20

/user

Per month

Free plan
Free trial
Pricing range
Ease of use
Value for money
Customer support
Ease of use
Value for money
Customer support
Why am I seeing this?

Sage CRM pricing information

Value for money

3.5

/5

66

Starting from

45

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Sage CRM features

Functionality

3.5

/5

66

Total features

7

5 categories

Most valued features by users

Reporting & Statistics
Real Time Data
Campaign Management
Collaboration Tools
Configurable Workflow
Performance Metrics
Real Time Reporting

Sage CRM users reviews

Overall Rating

3.5

/5

66

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6.52/10
Rating distribution

5

4

3

2

1

19

20

13

7

7

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.
Sage CRM is a great product Ease of use, simple to manage, ability to update. It gives an ability to update customer/prospect information and track sales.
It was a great learning for us that comparison of the software before purchasing is an important aspect.
Cons
The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare.
There is no "smart" technology with the program. It does not remember what cost code you entered on the line above, very frustrating.
Also, if you ever export this data to move to another CRM, you cannot export the notes data. That was a bit of a loss for us when we switched to Salesforce.
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Esther B.

Architecture & Planning, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Sage is an excellent resource for account management

Reviewed 2 years ago

I was easily able to keep track of our data base and bill customers I also. Liked being easily able to arrange a delivery based on the captured data

Pros

I liked the ease of updating accounts and billing clients.

Cons

I found the process complicated and not as user friendly as it could be to load a client account.

TD
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Thomas D.

Hospitality, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Probably the best CRM out there for small businesses

Reviewed 4 months ago

We're very happy with the service we get from Sage. It was easy to set up in the beginning, and has really boosted our sales processes since then. Thanks to it, workflows, automated sequences, invoices, and much more can all be managed without having to buy seperate tools. We'll definitely be moving forward with it

Pros

1. The automation features are fantastic. We're heavily using the workflows and automated email sequences to generate/process leads.2. The pricing is also a major plus. It pretty much has all the features of some of the other tools we evaluated but it had a way lower price tag than the others

Cons

Nothing major, but the data connectors should be expanded. It doesn't integrate well with our doc management tool which forced us to integrate through Zapier at an additional cost

AR
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Verified reviewer

Marketing and Advertising, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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The Truth about a System - the heart of the business needs to actually use

Reviewed 6 years ago
Pros

I'm sure its a dream for administators - who get to pull data easily (If the data is actually inputted is a different story)

Cons

I won't even discuss the look of the system (yet) This system is most effective for people who have nothing else to do but (write) about what they should do. Single entry lines are the first put off - each time you need to create a task under a client - it must be done as if its never been done before. You cannot add multiple tasks at one go! and can easily spend 2 minutes or more per task (weighing...

AR
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Verified reviewer

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Sage Software

Reviewed 5 years ago

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.

AR
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Verified reviewer

Mechanical or Industrial Engineering, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Good CRM but not very user-friendly

Reviewed 5 years ago

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

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