--- description: Review of Sage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Sage CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Sales Tracking Software](/directory/3590/sales-tracking/software) > [Sage CRM](/software/437357/sagecrm) # Sage CRM Canonical: https://www.softwareadvice.co.nz/software/437357/sagecrm Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/437357/sagecrm?page=2) > Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys. The platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements. Sales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecasting sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies. The solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships. Moreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows. In summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth. > > Verdict: Rated **3.6/5** by 73 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.6/5** | 73 Reviews | | Ease of Use | 3.3/5 | Based on overall reviews | | Customer Support | 3.5/5 | Based on overall reviews | | Value for Money | 3.5/5 | Based on overall reviews | | Features | 3.6/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Sage - **Founded**: 1981 ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Sage CRM (cloud): $45/user/month Sage CRM (on-premise): Contact Sage for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise), Android (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, China, Germany, India, Japan, United Kingdom, United States ## Features - API - CRM - Campaign Management - Collaboration Tools - Configurable Workflow - Customer Engagement - Dashboard - Email Marketing - Forecasting - Marketing Automation - Performance Metrics - Pipeline Management - Real-Time Data - Real-Time Reporting - Reminders - Reporting & Statistics - Sales Pipeline Management - Sales Reports - Search ## Integrations (3 total) - Mailchimp - Microsoft Outlook - Sage 300 ## Support Options - Email/Help Desk - Phone Support ## Category - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) ## Related Categories - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) - [Account Management Software](https://www.softwareadvice.co.nz/directory/3606/account-management/software) - [Mortgage CRM Software](https://www.softwareadvice.co.nz/directory/345/mortgage-crm/software) - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [Sales Force Automation Software](https://www.softwareadvice.co.nz/directory/254/sales-force-automation/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews) 2. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4481 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6993 reviews) 4. [Dynamics 365](https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm) — 4.4/5 (5846 reviews) 5. [The Magazine Manager](https://www.softwareadvice.co.nz/software/156538/mirabeltechnologies) — 4.8/5 (352 reviews) ## Reviews ### "Sage CRM is Great" — 5.0/5 > **Kathlene May** | *6 April 2022* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible It is just that you cannot easily Logged on to this software maybe because it is not cheap that other competitors, it could be better if it makes cheaper and easily accessible > > **Cons**: I love using this, and no problem with this tool. It has too many benefits on my financial needs, and I am more productive while using it on my projects and doing business with my clients on UpWork ----- ### "Sage Software" — 4.0/5 > **Verified Reviewer** | *24 August 2018* | Construction | Recommendation rating: 7.0/10 > > **Pros**: I have been using Timberline/Sage for almost 25 years now. I have watched it go from DOS based to Windows based. This is excellent software for construction companies as it handles everything from AP to GL to JC and PR. It is pretty easy to use and I like that you can connect it to Microsoft Access and be able to get any info out of it that you want if there isn't already a canned report. > > **Cons**: There are areas such as billing that could definitely be improved upon. I'm not that crazy about the contracts module because it doesn't give you subtotals and it doesn't allow you to put change orders separately which most GC's require that we do so I have to resort to Excel spreadsheets to do their billing form and then input it into Sage for accounting purposes. > > Overall I like the software but there are definitely areas where it could be improved. ----- ### "SAGE is outdated" — 2.0/5 > **Sheral** | *17 August 2024* | Real Estate | Recommendation rating: 1.0/10 > > **Pros**: I never liked SAGE compared to other CRM. I couldn't WAIT for our company to move to another CRM. > > **Cons**: It was clunky, it was hard to manage my DB of contacts. Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious. > > I didn't like it at all. Now that we have KVCore, which is SO MUCH BETTER. But yet, our firm has not made KVCore mandatory, and yet the DB do not integrate, so if I have a new client in KVCore, I need to manually add to SAGE. I don't do that. ----- ### "SAGE CRM keep our whole business under one software" — 5.0/5 > **Verified Reviewer** | *31 March 2020* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: SAGE CRM has been great for our clients. There are very few CRMs that are affordable for SMEs and can keep the full business function housed under them. The shared documents feature allows us to make sure that everyone who needs access to certain documents has the access. The accounting function seamlessly integrates with the sales and supply chain aspects. > > **Cons**: Sage CRM can be a bit of a problem when there are database problems. The support guy can usually fix them quite quickly but the instability of the the software raises at times. > > We have been using Sage CRM for a while with our clients. It is a great piece of software for medium sized enterprises. My only concern is the instability of the software. Sometimes databases can get corrupted so it is mandatory to always have support on call. However we would not trade it for any other software. ----- ### "Good CRM but not very user-friendly" — 4.0/5 > **Verified Reviewer** | *2 May 2019* | Mechanical or Industrial Engineering | Recommendation rating: 4.0/10 > > **Pros**: The in-built business processes are good and very basic to deploy in the initial stages > > **Cons**: Well a long list I have for this section: 1. Pathetic customer support 2. Less competent product knowledge to "customer support specialist" 3. Not user friendly software 4. Lot of technical backed problems > > It was a great learning for us that comparison of the software before purchasing is an important aspect. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/437357/sagecrm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/437357/sagecrm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data