Sage Group

Sage CRM

Composite Score

8.0 /10

CX Score

8.2 /10

81 Reviews Write a Review

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What is Sage CRM?

Sage CRM provides sales teams with powerful tools and quick access to the information they need to manage and progress leads and opportunities. It is helping thousands of small and medium sized businesses across the globe automate their sales process. And Sage CRM gives you and your sales team detailed account and pipeline information so you can close deals faster.

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Awards & Recognition

Sage CRM won the following awards in the Customer Relationship Management - Midmarket category

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2 Top Rated Capabilities

5 Top Rated Features

2024

Strategy and Innovation
Service Experience
Contract Negotiation

2022

2021 Data Quadrant Gold Medalist

2021

Sage CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Sage CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

86 Likeliness to Recommend

1
Since last award

98 Plan to Renew

85 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+92 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Sage CRM?

1% Negative

3% Neutral

96% Positive

Pros

Respectful
Transparent
Acts with Integrity
Generous Negotitation

Feature Ratings

Average 84

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 83

Availability and Quality of Training

Ease of Data Integration

Ease of IT Administration

Ease of Customization

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features

Sage CRM Reviews

Shubham T.

Role: Finance
Industry: Finance
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Feb 2025

Amazing and user friendly software

Likeliness to Recommend

7 /10

What differentiates Sage CRM from other similar products?

Cost and user friendly software and it provide new user better experience

What is your favorite aspect of this product?

Cost and user friendly

What do you dislike most about this product?

Slow working some time

What recommendations would you give to someone considering this product?

Cost and functions

Pros

Helps Innovate
Reliable
Performance Enhancing
Trustworthy

suman r.

Role: Finance
Industry: Construction
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2023

Easy to use

Likeliness to Recommend

10 /10

What differentiates Sage CRM from other similar products?

easy to use and implement

What is your favorite aspect of this product?

easy to use and cost effectiveness

What do you dislike most about this product?

customer service

What recommendations would you give to someone considering this product?

hire more customer service representative

Pros

Reliable
Performance Enhancing
Security Protects
Enables Productivity

Justin J.

Role: Sales Marketing
Industry: Retail
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Sage amazing for customer relationship management.

Likeliness to Recommend

8 /10

What differentiates Sage CRM from other similar products?

Sage CRM provides a comprehensive solution for managing client connections, as well as for optimizing sales, marketing, and customer service activities. Its key advantage is that it improves consumer interactions and fosters long-term partnerships. Businesses acquire a comprehensive view of their customers by centralizing customer data, enabling personalized communication and bespoke service. This increases client happiness and loyalty, resulting in repeat business and increased retention rates. Furthermore, the software’s sales and marketing automation capabilities speed up monotonous operations, freeing up sales teams to focus on Leads.

What is your favorite aspect of this product?

The flexibility and customization options provided by Sage CRM are a big benefit for firms with unique workflows and requirements. The modular nature of the software allows businesses to modify it to their operations, ensuring easy connection with existing systems and adaptability to future developments. This adaptability extends to its integration features, which allow users to connect with a variety of third-party tools and apps, maximizing productivity and data flow across the organization. Furthermore, the mobile accessibility of Sage CRM guarantees that teams can access essential customer data and updates while on the go.

What do you dislike most about this product?

Upgrading to newer versions of Sage CRM may be difficult, especially if major adjustments were made in the previous version. Compatibility concerns and the necessity to adapt customizations to the latest platform may necessitate more labor and expense. Employees’ productivity may suffer temporarily as they adjust to the system, necessitating additional training resources.

What recommendations would you give to someone considering this product?

Overall, Sage CRM is simple to understand and utilize. Even staff with no prior expertise with a CRM found it user-friendly, as well as quick and straightforward to browse. It is useful right away, which is wonderful, but it might benefit from numerous integrations to provide a more customized experience and enhancing efficiency and productivity. Sage CRM, with its user-friendly interface and extensive reporting features, enables businesses to make data-driven choices and continuously optimize their operations.

Pros

Helps Innovate
Reliable
Trustworthy
Unique Features

Cons

Vendor Friendly Policies
Charges for Enhancements

Sage CRM

What is Sage CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

2023 Data Quadrant Gold Medalist

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Sage CRM Ratings

86 Likeliness to Recommend

1 Since last award

98 Plan to Renew

85 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+92 Net Emotional Footprint

How much do users love Sage CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Sage CRM Reviews

Shubham T.

Amazing and user friendly software

Likeliness to Recommend

Pros

suman r.

Easy to use

Likeliness to Recommend

Pros

Justin J.

Sage amazing for customer relationship management.

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Availability and Quality of Training

Ease of Data Integration

Ease of IT Administration

Ease of Customization

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features