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

"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.

Supports both mobile and desktop platforms

PROS: It is a reliable tool for any organization regardless of the needs. With its customization functionality, you can edit, add or delete fields or reports the way you want or according to the needs of your business. It offers a flexible platform on which it can support both mobile and desktop browsers. In short, it acts as an all access product depending on how you want to utilize it. What makes Sage CRM unique and valuable is that, it has been around for more than 2 decades but with ...

"My Experience with Sage Accpac"

What do you like best about Sage CRM? It is user-friendly, its Accounts Receivable and Payables modules have some of the best features, including allowing partial payments, multiple invoice payments, and various analysis reports. What do you dislike about Sage CRM? Its reports are pretty messy when you download it into excel format. There are too many merged cells and formatting that make it challenging to insert filters and formulas. Recommendations to others considering Sage CRM: I would ...

Increases production

PROS: It is intuitive and offers an easy way through which can manage contacts of your customers. This way, you will be able to manage leads effectively while you securely store their information on the system. It equips with the ability to export data to excel for analysis. This process does not require much training and anyone who is not tech savvy can learn easily. It does not have a steep learning curve which means your team can get going in no time. When it comes to updating data in ...

Highly customizable

PROS: What we loved the most is the customization the tool brings. It was easy to customize everything depending on what you like. This was a great deal for us as it helped us to edit or customize the system based on our company needs. The features are well laid out for us to make the best use of them. We were able to understand most of the important features contained in this product. After that, the sky was the limit for us. We became more efficient and effective in service delivery and ...

"VERY USEFUL BUT HARD TO FOLLOW"

What do you like best about Sage CRM? I like how direct everything can be once you understand the whole process. It is easy to navigate and process so many different things. What do you dislike about Sage CRM? There are many field you do not know you can use unless you know tricks and tips. It is not easily to access if you do not know that the small steps are there. The support could be better. What problems is Sage CRM solving and how is that benefiting you? I am able to process orders, ...

"VERY USEFUL BUT HARD TO FOLLOW"

What do you like best about Sage CRM? I like how direct everything can be once you understand the whole process. It is easy to navigate and process so many different things. What do you dislike about Sage CRM? There are many field you do not know you can use unless you know tricks and tips. It is not easily to access if you do not know that the small steps are there. The support could be better. What problems is Sage CRM solving and how is that benefiting you? I am able to process orders, ...

Improves service delivery to clients

PROS: With almost a decade using this tool for our CRM needs, we can say that we have been happy. It is not only simple but also offers reliable customization for our business. It also acts as a source of ideas where we can brainstorm ideas and make decisions moving forward. For instance, we have a samples management space, within the system, for a client where we can pitch in ides and still manage our sales and leads, simultaneously. This has come as an added benefit and that is why we ...

Reliable customer support

PROS: It has helped us to store the contacts of our clients which include the notes, addresses and phone numbers among others. With such storage we are able to create and manage marketing campaigns with ease. It also helps us to monitor the progress of those campaigns which was an advantage on our part. When it comes to understanding its CRM features, we were able to get on board quickly as it has a friendly interface. The customer support is top notch as it is highly responsive to the ...

"Improved productivity"

What do you like best about Sage CRM? It is great to see all notes in one place What do you dislike about Sage CRM? lack of mobile functionality on Sage 200CRM What problems is Sage CRM solving and how is that benefiting you? Comms improved