OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Sage Sales Management review: 54 specs compared

Starting price:42 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Sage Sales Management Review: Compare 54 technical specifications and 1 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Sage Sales Management
7.9/10

Overall score

Score
7.9/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 66% of models
Score components

40%

8.6

Technical score

30%

7.5

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 66% of CRM software
8.6

Technical score

Technical score
8.6/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 78% of models
Score components

25%

7.8

Product & Pricing

25%

8.6

Core CRM

20%

8.0

Sales & Automation

15%

9.7

Integrations & Access

15%

9.6

Security & Deployment

â–²Better than 78%
7.5

Reviews score

Reviews score
7.5/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 90% of models

80%

8.1

Average grade

20%

5.0

Popularity

Grades by review (1)
1 video: 8.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (8.0 × 1 + 8.1 × 2) ÷ 3 = 8.1. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 90%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

Technical Specifications of CRM platform Sage Sales Management

Technical score
Technical score
8.6/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 78% of models
Score components:

25%

7.8

Product & Pricing

25%

8.6

Core CRM

20%

8.0

Sales & Automation

15%

9.7

Integrations & Access

15%

9.6

Security & Deployment

8.6
Reviews score
7.5
List score
?
Starting price
42 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 42 USD/user/mo, which is higher than that of 59.7% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
15 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead management and qualification on the road.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual sales pipeline optimized for outside sales representatives.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Dana AI voice assistant transcribes voice notes and creates CRM activities automatically.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated meeting check-in prompts, follow-up tasks, and activity alerts.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Zapier and Microsoft AppSource integrations directory.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Industry-leading native mobile apps for iOS, Android, Apple Watch, and CarPlay.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2 and Microsoft Azure AD single sign-on supported.
Security certifications
ISO 27001, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access levels, sales manager views, and field rep restrictions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Detailed audit logs of field activities, check-ins, and data edits.
Supported operating systems
Web, iOS, Android
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Sage Sales Management vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Microsoft Azure AD single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Dana AI voice assistant transcribes voice notes and creates CRM activities automatically.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated WhatsApp messaging and mobile telephony.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management with geolocation, route planning, and rep mapping.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Native mobile call logging, call recording, and click-to-dial.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    In-person digital signature capture on tablet and mobile for orders.
  • 2.4% better value for money
    Sage Sales Management offers better value for money than the average CRM platform (8.55 vs 8.3).
    8.55 vs 8.34
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management with geolocation, route planning, and rep mapping.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Dana AI voice assistant transcribes voice notes and creates CRM activities automatically.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Native mobile call logging, call recording, and click-to-dial.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    In-person digital signature capture on tablet and mobile for orders.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated WhatsApp messaging and mobile telephony.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (5-9 languages vs English only).
    5-9 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Microsoft Azure AD single sign-on supported.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Full native offline mode: field reps work without signal and sync automatically.
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB
  • 3 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Sage Sales Management
    the average CRM platform
    Sage Sales Management has a higher starting price than the average CRM platform (42 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    42 USD/user/mo vs 39 USD/user/mo
  • 5.1% lower review score
    Reviews score
    7.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 90% of models

    80%

    8.1

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 8.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (8.0 × 1 + 8.1 × 2) ÷ 3 = 8.1. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.5 vs 7.9
  • 5.1% lower review score
    Reviews score
    7.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 90% of models

    80%

    8.1

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 8.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (8.0 × 1 + 8.1 × 2) ÷ 3 = 8.1. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.5 vs 7.9
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB
  • 3 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Sage Sales Management
    the average CRM platform
    Sage Sales Management has a higher starting price than the average CRM platform (42 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    42 USD/user/mo vs 39 USD/user/mo

Video reviews

Hands-on testing and real-world video evaluations

8.0
Simple Flow
≈ estimated
01/05/2025
Short overview · features, pricing and pros and cons
Verdict
Sage Sales Management is a smart, streamlined sales tool, best suited to small businesses already using Sage accounting.

Third-party reviews

What we like about Sage Sales Management

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • European data center residency and GDPR-aligned infrastructure safeguards catering to European commercial regulations.

What we don't like about Sage Sales Management

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $29/user/month.
  • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
  • Does not provide a dedicated external customer portal, limiting direct client self-service and collaboration.
  • Multi-step automated sales email sequences are absent natively, requiring third-party tools for drip outreach.

Verdict

Sage Sales Management is a cloud-based CRM platform engineered by Sage to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging with integrated telephony and smart dialing alongside AI-assisted lead scoring. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. On the other hand, the platform lacks a permanent free plan, requiring an entry investment starting around $29 per user monthly, while advanced analytics require higher-tier subscriptions. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration.

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