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 CRM review: 54 specs compared

Starting price:45 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Sage CRM Review: Compare 54 technical specifications and 3 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Sage CRM
8.0/10

Overall score

Score
8.0/ 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 72% of models
Score components

40%

8.5

Technical score

30%

7.9

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 72% of CRM software
8.5

Technical score

Technical score
8.5/ 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 77% of models
Score components

25%

8.4

Product & Pricing

25%

9.0

Core CRM

20%

7.8

Sales & Automation

15%

7.4

Integrations & Access

15%

10

Security & Deployment

â–²Better than 77%
7.9

Reviews score

Reviews score
7.9/ 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 58% of models

80%

7.8

Average grade

20%

8.0

Popularity

Grades by review (3)
2 reviews + 1 video, average 7.3/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 58%
?

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

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Sage CRM

Based on 3 · 2

Reviewers value the accounting integration, reporting and automation, but find connecting other third-party tools difficult.
Praised
Criticised
Pick a topic to see who said what
Loading category ranking...

Technical Specifications of CRM platform Sage CRM

Technical score
Technical score
8.5/ 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 77% of models
Score components:

25%

8.4

Product & Pricing

25%

9.0

Core CRM

20%

7.8

Sales & Automation

15%

7.4

Integrations & Access

15%

10

Security & Deployment

8.5
Reviews score
7.9
List score
?
Starting price
45 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 45 USD/user/mo, which is higher than that of 60.9% of CRM platforms and equal to that of 0.3% 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.
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.
Via web forms, Outlook/Gmail integration, and manual entry.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Built-in pipeline management dashboards and tracking.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Supported via Customization menu.
Show more
What reviewers say
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
On-premise/hybrid architecture lacks a native modern LLM generative AI assistant.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Supports comprehensive primary, transition, conditional, and escalation rules.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Rule-based (Configured through user-defined rules and criteria).
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Includes server-side Outlook and Gmail synchronization for communication history.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Native forecasting feature based on pipeline certainty percentages and scenarios.
Show more
What reviewers say
Marketplace integrations
no
This CRM platform does not offer marketplace integrations. 98.3% of CRM platforms offer marketplace integrations.
Lacks a dedicated native CRM extensions marketplace; relies on core Sage Intacct/ERP marketplaces or built-in settings.
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.
Via native Sage CRM Labs components.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Relies primarily on MobileX Pro or responsive mobile browser theme.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Security certifications
None published
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Supported operating systems
Windows, macOS, iOS, Android
Show more

Sage CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • 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.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native forecasting feature based on pipeline certainty percentages and scenarios.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rule-based (Configured through user-defined rules and criteria).
  • 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 marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Multi-wave marketing campaign management integrated with Mailchimp automation.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native forecasting feature based on pipeline certainty percentages and scenarios.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rule-based (Configured through user-defined rules and criteria).
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Multi-wave marketing campaign management integrated with Mailchimp automation.
  • 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.
    Built-in Computer Telephony Integration CTI features.
  • 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.
  • 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 self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    Available as an on-premise installation.
  • 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.
    Available via Sage CRM Offline Client and Solo Server synchronization.
  • No marketplace integrations
    This CRM platform does not offer marketplace integrations, while the average CRM platform does. 98.1% of CRM platforms offer marketplace integrations.
    Lacks a dedicated native CRM extensions marketplace; relies on core Sage Intacct/ERP marketplaces or built-in settings.
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3–3.4 vs 4–4.4).
    3.0–3.4 vs 4.0–4.4
  • 41% worse value for money
    Sage CRM offers worse value for money than the average CRM platform (5.92 vs 8.3).
    5.92 vs 8.34
  • 6 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 CRM
    the average CRM platform
    Sage CRM has a higher starting price than the average CRM platform (45 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    45 USD/user/mo vs 39 USD/user/mo
  • 41% worse value for money
    Sage CRM offers worse value for money than the average CRM platform (5.92 vs 8.3).
    5.92 vs 8.34
  • 6 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 CRM
    the average CRM platform
    Sage CRM has a higher starting price than the average CRM platform (45 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    45 USD/user/mo vs 39 USD/user/mo
  • No marketplace integrations
    This CRM platform does not offer marketplace integrations, while the average CRM platform does. 98.1% of CRM platforms offer marketplace integrations.
    Lacks a dedicated native CRM extensions marketplace; relies on core Sage Intacct/ERP marketplaces or built-in settings.
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3–3.4 vs 4–4.4).
    3.0–3.4 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

7.0
TechnologyAdvice
≈ estimated
22/06/2021
Overview review · features, pros and cons
Verdict
Sage CRM is top-rated and practical for small to mid-sized businesses, but its busy interface and limited integrations hold it back.
9.0
TechnologyAdvice
≈ estimated
18/01/2016
Overview review · interface walkthrough and value
Verdict
Sage CRM is an excellent solution for single-system sales and service, especially for firms already using Sage ERP or accounting.
Shop video
Brand video
Not graded
Shop video
Brand video
Brand video

Expert reviews

In-depth analysis and verdict from leading tech publications

7.0
croclub.com
≈ estimated
30/03/2026
Feature review · Small business CRM
Verdict
Sage CRM suits small to mid-sized businesses already on Sage accounting, offering strong reporting, but it can feel limited for large or highly customized operations.
8.0
techradar.com
✓ explicit
28/03/2023
Hands-on test · Business CRM
Verdict
Sage CRM is customizable and dependable for small to medium businesses, best if you use Sage accounting, though its interface is less intuitive than rivals.

Third-party reviews

What we like about Sage CRM

  • Direct native integration with Sage accounting, payroll, and ERP applications.
  • Accurate financial and order history visible directly within customer records.
  • Reliable pipeline tracking and sales forecasting capabilities for mid-market teams.
  • Flexible deployment models supporting cloud, hosted, and on-premise installation.

What we don't like about Sage CRM

  • User interface aesthetics feel dated compared to modern web-native SaaS platforms.
  • Complex configuration and customization requiring certified Sage consultants.
  • Slower innovation cycle for modern collaborative and mobile features.

Verdict

Sage CRM is a customer relationship management software tailored for small to mid-sized businesses, structured across three core modules for sales force automation, marketing automation, and customer service management. Architecturally, it operates via a thin-client web browser interface utilizing a Java Tomcat engine and supports major databases like Microsoft SQL Server 2025, with deployment options spanning cloud, on-premise, or private servers. Its main advantages include advanced process controls through customizable automated workflows, deep real-time front-and-back-office integration with Sage ERP and accounting ecosystems, and mobile application access for iOS and Android. However, notable drawbacks include higher upfront costs and infrastructure requirements for its on-premise licensing model, and a lack of extensive, plug-and-play third-party integrations compared to major competitors like Salesforce or HubSpot.

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