Sage CRM Pricing, Features, Reviews & Comparison of Alternatives

Sage CRM

Web-based CRM for small and medium businesses

3.36/5 (43 reviews)

Sage CRM overview

Sage CRM directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and up-selling opportunities. With instant access to pipelines, calendars, sales reports, contacts, and much more, your sales people are freed up to focus all their efforts on selling. Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.

From defining processes, to tracking cases and solutions, you can resolve customer issues effortlessly. Sage CRM gives you the tools you need to provide high quality customer care and maintain satisfied customers, and helps you to make every customer interaction informative, effective, and profitable.

It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources. Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.


Pricing options
Free trial
Value for money


Business size



United States, Asia, Australia, Canada, China and 7 other markets, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom

Supported languages

Sage CRM screenshot: CRM AppsSage CRM screenshot: CRM Apps

Sage CRM reviews

Value for money
Ease of use
Customer support
Robert Morris

Honest CRM Review

Used daily for 2+ years
Reviewed 2016-10-20
Review Source: Capterra

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. Professional look of items printed and organizational capabilities

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Sage Software

Used daily for 2+ years
Reviewed 2018-08-24
Review Source: Capterra

Overall I like the software but there are definitely areas where it could be improved.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.

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Chang Barrow

Not bad value for price

Used daily for 2+ years
Reviewed 2018-11-28
Review Source: GetApp

I would say that this program is kind of a transformer. You can adjust almost all the features to yourself. The main advantage of this program is that here you can comfortably work with documentation. Financial tables and reports can be created without explicit restrictions. E-mail campaigns can also be successful if you configure your databases correctly.

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Leon Brownell

The product works well.

Used daily for 2+ years
Reviewed 2018-04-19
Review Source: Capterra

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. 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.

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Zackary Templeton

Sage CRM is fantastically intuitive

Used daily for 2+ years
Reviewed 2018-11-28
Review Source: GetApp

The program works in general well but not more we can say now. We get accustomed to it, for example, we know when it hangs and needs a restart, and when we just have to wait a bit. I am very glad that the service support has been at a high level and remains so, although not all problems can be solved.

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Sage CRM features

API (294 other apps)
Activity Dashboard (166 other apps)
Activity Tracking (121 other apps)
Automatic Notifications (157 other apps)
Automatic Reminders (153 other apps)
CRM Integration (110 other apps)
Calendar Management (143 other apps)
Contact Database (107 other apps)
Custom Fields (127 other apps)
Customer Database (117 other apps)
Customizable Branding (146 other apps)
Customizable Reporting (129 other apps)
Customizable Templates (127 other apps)
Data Import/Export (143 other apps)
Electronic Payments (112 other apps)
Email Integration (144 other apps)
Mobile Integration (117 other apps)
Reporting & Statistics (164 other apps)
Social Media Integration (126 other apps)
Third Party Integration (161 other apps)

Additional information for Sage CRM

Key features of Sage CRM

  • Sales Force Automation
  • Marketing Automation
  • Customer Service Automation
  • Flexible, Affordable, and Scalable Solution
View All Features


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