Sage CRM is a competent mid market CRM with one honest reason to exist: it connects to Sage ERP in a way that no independent CRM does. If that is not your situation, the field is wide open and better products are cheaper.
What it does well
The ERP integration is the whole argument, and it is a real one. A salesperson can see live credit status, real inventory availability and actual order history from Sage 100 or Sage 300 inside the customer record, without a sync job and without a nightly export that is wrong by lunchtime. For a distributor whose reps need to know whether something is genuinely in stock before they promise it, that single feature carries the product.
The module structure means you can take sales alone and leave marketing and service, which suits teams who already have tools they like elsewhere.
Where it fits
Existing Sage 100, Sage 300 or Sage X3 customers with a sales team between five and fifty people. Deployment can be on premise or cloud hosted, which matters to a subset of buyers and to nobody else.
Where it frustrates people
Compared against HubSpot or Pipedrive on their own terms, it loses on almost every axis. The interface is dated, the mobile experience is poor, marketing automation is basic next to a purpose built tool, and the ecosystem of third party apps barely exists. Reps notice, and reviews from sales teams are markedly less positive than reviews from the finance people who chose it.
Buy it for the ERP link. If you find yourself justifying it on features, you are buying the wrong product, and we would rather tell you that now than after the rollout.