Wondering if Sage CRM is the right CRM software for your business?
Then have a look at the user created reviews below, along with pricing and features.
Sage CRM User Reviews
Sage CRM Review Summary
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Sage CRM Reviews
| Source | Review Score | Number of Reviews |
|---|---|---|
| Trustpilot | 4.3 | 17,400 |
| iPhone App | No Rating | No Review |
| Android App | No Rating | No Review |
Sage CRM Prices
| Plan | Price |
|---|---|
| Free Plan | No |
| Free Trial | No |
| Free Trial Length | NA |
| Cheapest Plan: Standard | Not Listed / month |
| Mid-Tier Plan: NA | Not Listed / month |
| Top Plan: NA | Not Listed / month |
Sage CRM Features
Standard Features
- Reporting
- Quotes and orders
- Forecasting
- MailChimp support
- Collaboration
- Automated campaigns
- Actionable reports
- Survey customers
NA Features
NA
NA Features
NA
List of Sage CRM Integrations
- Mailchimp
- Procore
- Microsoft Outlook
- Infraspeak
- WorkPal
- Praxedo
- Esker
- Leadoo
- GoCardless
- Zigaflow
Other Features
| Feature | Is It Included |
|---|---|
| API | No |
| Outlook Integration | Yes |
| Gmail Integration | No |
| QuickBooks Integration | No |
| Shopify Integration | No |
| WordPress Integration | No |
| Mailchimp Integration | Yes |
| WhatsApp integration | No |
| Facebook Integration | No |
| LinkedIn Integration | No |
| Twitter/X Integration | No |
| Google Calendar Integration | No |
| Excel Integration | No |
| Office 365 Integration | No |
| Google Sheets Integration | No |
| Xero Integration | No |
| Notion Integration | No |
| Asana Integration | No |
| Trello Integration | No |
| Zapier Integration | No |
| Invoicing | No |
| Marketing Automation | No |
| Email Marketing | Yes |
| SMS & Text Messaging | No |
| Project Management | No |
| AI | Yes |
| Voip & Telephony Integration | No |
| Dialer | No |
| Contract Management | No |
| Inventory Management | No |
| Quoting | Yes |
| Drip Marketing | No |
| Customer Portal | No |
| Appointment Scheduling | No |
| Workflow Automation & Management | Yes |
| ERP | No |
| Order Management | Yes |
| Ticketing System | No |
| Call Recording | No |
| Call Tracking | No |
| Task Management | No |
| Paypal & Payment Processing | Yes |
| Document Management | No |
| Shared Inbox | No |
| Create Landing Pages | No |
| Chat Function | No |
| Website Builder | No |
| Help Desk | No |
| GPS Tracking | No |
| Loyalty Program | No |
| Cloud Storage | No |
| Document Storage | No |
| Mapping | No |
Industry Specific CRM Solution
- Accountants & Accounting Firms: Yes
- Architects & Architecture Firms: No
- Automotive Industry: Yes
- Banks & Banking: No
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: Yes
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: No
- Construction: Yes
- Contractors: Yes
- Co-working: No
- Credit Unions: No
- Customer Service: No
- Dentists: No
- Doctors: No
- Ecommerce: No
- Email Marketing: No
- Electricians & Electrical Contractors: No
- Engineers & Engineering Firms: No
- Event Management: No
- Field Service: No
- Financial Advisors & Services: Yes
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: Doesn’t mention CRM for healthcare
- Hotels & Hospitality: Yes
- HVAC: No
- Insurance Agents: No
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: No
- Logistics: No
- Manufacturing: CRM not specifically for this sector
- Marketing: No
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: No
- Private Equity: No
- Professional Services: Doesn’t offer CRM, just ERP & finance
- Property Management: No
- Real Estate: No
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: Yes
- Roofers & Roofing: No
- SaaS: CRM integration only
- Schools: No
- Senior Living: No
- Solar Businesses: No
- Sports Teams: No
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: No
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: ERP & Accounting on industry page
Sage CRM Pros & Cons
Pros
- Easy to track logs and reports
- Ingested and processed customer data in real time
- Good for pipeline management
Cons
- Slow customer support
- System occasionally freeze up and need to be restarted
- Not an out-of-the-box solution
Website: Sage CRM website
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