Sage CRM Reviews in June 2025: User Ratings, Pros & Cons

"Helps to manage our business every day"

What do you like best about Sage CRM? Easily customizable. We use Sage CRM every day to manage customer communications and to track claims. It is integrated with our accounting system which allows some employees access to key financial information without giving them access to ALL financial information. We also have a completely custom screen which we use to manage our transportation and deliveries. What do you dislike about Sage CRM? We sometimes have to reset IIS because CRM gets stuck on ...

Helps in managing sales information and leads

PROS: It gives you countless options on hat to do with the fields on the system and dhow you want them to appear. Different users will different preferences and needs of their business. With a tool such as Sage CRM, you may want to include unique fields based on what you are looking for and the type of your business. This also goes for your reporting needs. This product helps you achieve that with ease thanks to its customizable fields and reporting features. The fact that you can customize ...

"Wonderful accounting and forecasting tool for Small Business"

What do you like best about Sage CRM? Sage CRM is one of the greatest ERP Software that is helping me to understand and forecast my small businesses finance.The demographcs,purchase likelihood enables me to understand my clients more. What do you dislike about Sage CRM? The fact that it has a limited trial period that is little.It also has a lot of challenges especially when one wants to test the use of sending invoices to clients in the trial period.the option is limited for clients to ...

"Sage CRM"

What do you like best about Sage CRM? Its versatility and ability to integrate with the ERP What do you dislike about Sage CRM? It takes a bit of getting used to. It could be more simplified. What problems is Sage CRM solving and how is that benefiting you? Managing client relationships more effectively.

"Analyst"

What do you like best about Sage CRM? All of the job cost is easily trackable. What do you dislike about Sage CRM? It can be SLOW. Use your patience and Sage will be your friend. Recommendations to others considering Sage CRM: If you have patience, Sage an be very helpful. What problems is Sage CRM solving and how is that benefiting you? We can track all of our costs from main jobs, sub jobs, SPW work, etc.

"I've been using it for 2 years and I like it a lot"

What do you like best about Sage CRM? The process to create a customer quotation is very easy to use. The software very user friendly and customizable to our company's needs. What do you dislike about Sage CRM? It is somewhat cumbersome to enter new line items and edit quotations and proforma invoices. Recommendations to others considering Sage CRM: I recommend Sage CRM for retail businesses because it is customizable, easy to use, and you can track your entire sales cycle on the one ...

"Sage Advice"

What do you like best about Sage CRM? I think the reporting capability is good What do you dislike about Sage CRM? sometimes slow I think it needs a better integration capability What problems is Sage CRM solving and how is that benefiting you? looking at a lot of customer data

"Best CRM To Manage And Increase Sales"

What do you like best about Sage CRM? SAGE CRM is an integrated solution with SAGE 200 and SAGE 300 ERP Software What do you dislike about Sage CRM? Advantages Of Sage CRM: SAGE CRM constitutes with complete Sales cycle from registering a contact to the conversion of Lead to customer. Downsides Of Sage CRM: Somebody must he end-users must be trained in detail to use the system. Sage CRM is not available as a Native cloud product. It is otherwise a self-hosted version and can be accessed ...

"Good tool to manage vacations and office attendance"

What do you like best about Sage CRM? Good tool to manage vacations and office attendance. We using it during Covid times. It is also possible to attach employee handbooks and other HR What do you dislike about Sage CRM? It is a bit slow to move forward into other pages in between the different sections of the platform. What problems is Sage CRM solving and how is that benefiting you? Helping organizing working from home and holidays for the employees.

"Sage CRM Will help Better Customer Experience"

What do you like best about Sage CRM? I really enjoyed that Sage CRM helped us simplify our sales process. What do you dislike about Sage CRM? I didn't particularly appreciate that it was sometimes tricky to use on the user side. What problems is Sage CRM solving and how is that benefiting you? We were able to automate sales tasks to expedite pre-established processes.