Try our new research platform with insights from 80,000+ expert users
Sage CRM Logo

Sage CRM pros and cons

Vendor: Sage
3.9 out of 5
Leave a review

Pros & Cons summary

Sage CRM enhances opportunity and lease management with fast technical support but requires a scalable team for effective use. Accpac excels in finance capabilities. Users value reporting, though lacking a dynamic dashboard. Workflow customization in case management is beneficial. Transaction monitoring needs improvement. Modifications could be more user-friendly. Interaction with email and social platforms should improve for lead generation.

Buyer's Guide

Get pricing advice, tips, use cases and valuable features from real users of this product.
Get the category report

Prominent pros & cons

PROS

Sage CRM is effective for opportunity management and lease management.
The finance features of Sage Accpac are exceptionally valuable.
Sage CRM allows tracking of customer and employee activities.
The reporting capabilities are highly appreciated by users.
Case management system offers customizable workflows.

CONS

With regards to monitoring transactions with alerts, it could be better.
The scalability of Sage CRM depends on whether there is a team that can configure it for scale.
Sage CRM would benefit from improving its interaction with email communication sites and social media platforms to gather more leads.
Sage CRM lacks a dashboard for dynamic reporting.
There is a need to modernize the charts and analytics, and the export features and interactivity of the charts require enhancement.
 

Sage CRM Pros review quotes

NM
Nader MOALLA
Managing partner at a tech vendor with 1-10 employees
Jan 19, 2022
It has been helpful for opportunity management and lease management.
Read full review
JM
Joseph Mofube
Presales Engineer at a tech services company with 501-1,000 employees
Mar 31, 2022
We have found the solution to be stable.
Read full review
Mohammad Shakhawat Hossain Biswas - PeerSpot reviewer
Mohammad Shakhawat Hossain Biswas
Assistant general manager at Transcom
Jul 7, 2022
The Sage Accpac solution has definitely been the most valuable because the finance features are excellent.
Read full review
Buyer's Guide
CRM
January 2026
Download Free Report
Find out what your peers are saying about Sage, Microsoft, Salesforce and others in CRM. Updated: January 2026.
DOWNLOAD NOW
881,082 professionals have used our research since 2012.
Samuel Benavides - PeerSpot reviewer
Samuel Benavides
Project Manager at Exis TI
Mar 24, 2023
The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool.
Read full review
Nayef Soghayer - PeerSpot reviewer
Nayef Soghayer
IT & Project Manager - National Arab Motors, KIA Motors (Amman, Jordan / Erbil, Iraq) at NAM
Jun 2, 2023
Sage CRM is flexible, customizable, and user-friendly.
Read full review
AkinolaOni - PeerSpot reviewer
AkinolaOni
Senior Manager Sales Operations at Smile Telecoms Nigeria- Lagos Core via London
Sep 1, 2023
The part I like the most is the reporting.
Read full review
VK
Vaiyapurisankar K
Deputy Manager - IT at Nidec Corporation
Apr 4, 2024
The solution's technical support is fast to respond.
Read full review
DM
Daniel Macharia
Silverpool Office Suites, Jabavu Lane Hurlingham at Ingenuity Business Solutions Ltd
Aug 14, 2024
The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions.
Read full review
 

Sage CRM Cons review quotes

NM
Nader MOALLA
Managing partner at a tech vendor with 1-10 employees
Jan 19, 2022
Its user interface could be better.
Read full review
JM
Joseph Mofube
Presales Engineer at a tech services company with 501-1,000 employees
Mar 31, 2022
With regards to monitoring the transaction with alerts, it could be better.
Read full review
Mohammad Shakhawat Hossain Biswas - PeerSpot reviewer
Mohammad Shakhawat Hossain Biswas
Assistant general manager at Transcom
Jul 7, 2022
The scalability of this solution depends on whether you have a team that can configure it for scale.
Read full review
Buyer's Guide
CRM
January 2026
Download Free Report
Find out what your peers are saying about Sage, Microsoft, Salesforce and others in CRM. Updated: January 2026.
DOWNLOAD NOW
881,082 professionals have used our research since 2012.
Samuel Benavides - PeerSpot reviewer
Samuel Benavides
Project Manager at Exis TI
Mar 24, 2023
Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads.
Read full review
Nayef Soghayer - PeerSpot reviewer
Nayef Soghayer
IT & Project Manager - National Arab Motors, KIA Motors (Amman, Jordan / Erbil, Iraq) at NAM
Jun 2, 2023
Sage CRM doesn't have a dashboard for dynamic reporting.
Read full review
AkinolaOni - PeerSpot reviewer
AkinolaOni
Senior Manager Sales Operations at Smile Telecoms Nigeria- Lagos Core via London
Sep 1, 2023
I would like Sage to improve their UI.
Read full review
VK
Vaiyapurisankar K
Deputy Manager - IT at Nidec Corporation
Apr 4, 2024
From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly.
Read full review
DM
Daniel Macharia
Silverpool Office Suites, Jabavu Lane Hurlingham at Ingenuity Business Solutions Ltd
Aug 14, 2024
The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement.
Read full review

Product Categories

Product Categories
CRM

Popular Comparisons

Popular Comparisons
Microsoft Dynamics CRM vs Sage CRM Logo
Microsoft Dynamics CRM vs Sage CRM
Salesforce Sales Cloud vs Sage CRM Logo
Salesforce Sales Cloud vs Sage CRM
Siebel CRM vs Sage CRM Logo
Siebel CRM vs Sage CRM
Oracle CX Sales vs Sage CRM Logo
Oracle CX Sales vs Sage CRM
See all alternatives

Product Categories

Product Categories
CRM

Popular Comparisons

Popular Comparisons
Microsoft Dynamics CRM vs Sage CRM Logo
Microsoft Dynamics CRM vs Sage CRM
Salesforce Sales Cloud vs Sage CRM Logo
Salesforce Sales Cloud vs Sage CRM
Siebel CRM vs Sage CRM Logo
Siebel CRM vs Sage CRM
Oracle CX Sales vs Sage CRM Logo
Oracle CX Sales vs Sage CRM
See all alternatives
Related questions
  • 26
Looking for a CRM that would best integrate with Office 365
  • 31
When evaluating CRM, what aspect do you think is the most important to look for?
  • 19
Interested in integrating Dynamics CRM integrated with back end system, has anyone done this?
  • 22
What are the biggest reasons for migrating to Salesforce from other CRMs?
  • 17
What are the pros and cons of MS dynamics vs. Salesforce CRM?
  • 19
Salesforce.com is positioned in the Leaders Quadrant in the 2014 Gartner report. What are your experiences with it?
  • 86
What is the best customer onboarding software to work with Temenos T24 (an integrated core banking solution)?
  • 28
What is the best CRM for a small company?
  • 37
What is the best CRM for a new Real Estate Agent?
  • 35
What is the best CRM for a drinks retail and private membership club?