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Sage Review

Sage CRM is a good option for small- and medium-sized businesses looking for a cost-effective CRM system from a reputable company. With this CRM, organizations are able to perform basic sales, marketing, and customer support automation. Get Quote

Stacy Bennett

Stacy Bennett

CRM Software Expert

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Updated: June 23, 2014

The Good

Familiar navigation system:

Sage CRM has a classic browser-based interface with tabs across the top and navigation menus with images down the left side. From there, you search, create a new record, view your or your team's CRM, and go to the reports home page or the marketing work area. You can also click on Administration to perform tasks such as managing users, customizing entities within the system, managing data, and configuring documents and reports. At the top of the left panel is a Recent tab that drops down with a list of recent places you've been in the system.

Interactive dashboard:

The dashboard is essentially your splash page. You can view the dashboard in a classic format or interactively, and you can select a predefined dashboard for sales, marketing, or customer service, or a dashboard of your own creation. You can add up to six components to any dashboard. For each component, you have the ability to minimize, maximize to full screen, or perform an action such as adding more columns to a report. The ease of use, interactiveness, and customizability give Sage's dashboard an above-average quality rating.

Marketing campaign creation with details:

What's different about Sage's campaign management feature is that it enables you to create campaigns with finer details. There are "waves" and "wave items" that you create within any given campaign, enabling you to track and manage every element. You can run an analysis at any point to see how many opportunities and leads were captured for each item.

Solid support options:

When you subscribe to Sage CRM, you gain standard support options for technical issues via phone, web, email, and live chat. Phone support is available from 6:00 a.m. to 5:00 p.m. PT, Monday through Friday. Sage has remote diagnostic capabilities, enabling support analysts to diagnose issues firsthand by directly connecting to your CRM system. There is a 48-hour response time, and the standard allowance is five cases per user per month via phone, email, or on the web. You can upgrade to the gold support plan for an unlimited number of cases.

Affordable full-featured CRM:

At $39 per user per month, Sage CRM is one of the most cost-effective on-demand CRM products on the market today. It provides enough features to allow a small- or medium-sized business to accomplish what it needs to. Plus, the company behind the product is globally recognized and maintains a solid reputation.

The Bad

Limited integration capabilities:

Reports are only exportable in CSV, which means you can't export data to a spreadsheet for further analysis or export the report in a printer-friendly view. Most CRM applications enable the ability to export reports to additional formats such as XLS and PDF. Also, Sage CRM is unable to integrate with email applications other than Outlook. One of the keys to success for any CRM is the ability to perform most tasks inside the CRM. Having to navigate out of the the system for email adds an extra step that isn't ideal.

No competitor tracking:

Most CRM software enables you to track your competitors' information, such as their strengths and weaknesses, which in turn allows you to track your own progress. This is an essential feature in helping you automate your sales process which Sage has yet to provide.

Mass deletion of data unavailable:

You are unable to select multiple records to delete, nor is there a batch deletion tool. This is time-consuming if you're faced with having to delete multiple records, and the time spent completing such a tedious task adds up over the long term, which can negatively contribute to your company's bottom line.

The Details

Contract Agreement Annual, Month to Month
Data Storage Contact Company
Free Trial 30 days
Monthly Rate $45/user
Number of Users Unlimited


Customer Support Automation

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  • Case Management - You can create, track, and manage customer cases.
  • Computer Telephony Integration (CTI) - Computer Telephony Integration (CTI) is enabled for this product. At a minimum, this allows you to manage incoming and outgoing calls.
  • Knowledge Base - You can publish a knowledge base to contain solutions to be shared with users in your organization and customers.
  • Self-Service Portal - You can provide online support for your customers through a self-service portal.
  • Solutions - You can create, view, and manage solutions used to solving customer cases.
  • Web-to-Case - You can capture a customer case online through web forms on your website.
  • Email-to-Case - You can capture a customer case from email.
  • Service Contracts - You can create, track, and manage service contracts - which is an agreement between you and your customers.

Marketing Automation

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Reporting and Analytics

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Sales Force Automation

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3rd Party Integration

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Data Management

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Email Integration

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Learning Curve

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Security and Administration

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Workflow Management

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Inventory Management

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Sage CRM Professional

Monthly Rate: $45/user
Number of Users: Unlimited
Data Storage: Contact Company

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