Showing 1 to 20 of 203 reviews
Gwen Kovac
Controller, Lantern Creative
CanadaConstruction11 to 50 employees
Sep 11, 2025
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
Sales, marketing and service sold as separate modules
Cons
Marketing automation is basic
Denise Escobar
VP of Sales, Ironwood Fabrication
United StatesTransport and logistics11 to 50 employees
Dec 9, 2024
We ran it for two years and moved to HubSpot with a custom ERP integration. It cost more to build and the team actually uses it. The integration was never worth what the interface cost us in adoption.
Pros
One customer record shared with finance
Cons
Mobile experience is poor
Halima Ellsworth
Chief of Staff, Bluewater Consulting
United StatesManufacturing201 to 500 employees
Jul 16, 2025
The mobile experience is a browser view of a desktop app. My field reps gave up in the first month. In 2026 that is not acceptable for a sales tool.
Pros
On premise or cloud hosted deployment
Cons
Essentially no third party app ecosystem
Kendra Velazquez
Operations Manager, Aurora Print House
United StatesFinancial services11 to 50 employees
Jan 8, 2026
The marketing module next to an actual marketing tool is not a comparison. Basic list email and that is about it. We ended up buying a separate platform anyway, which undermined the one system argument entirely.
Pros
Sales, marketing and service sold as separate modules
Cons
No reason to buy it without Sage ERP
Response from the vendorJan 11, 2026
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
Trisha Dubois
Director of Finance, Trailhead Bicycles
United StatesManufacturing201 to 500 employees
Jan 31, 2026
Almost no third party apps. Everything we wanted to connect was a custom job. Coming from a modern CRM the emptiness of the marketplace is genuinely startling.
Pros
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Wendy Thornton
Operations Manager, Foundry Road Studios
United StatesNonprofit11 to 50 employees
Sep 28, 2024
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
One customer record shared with finance
Cons
Dated interface that sales teams resist
Jasmine Boucher
People Operations Lead, Tidewater Marine Services
United StatesEcommerce51 to 200 employees
Oct 18, 2025
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
Sales, marketing and service sold as separate modules
Cons
No reason to buy it without Sage ERP
Kirsten Haugen
Office Manager, Cedar & Vine Interiors
United StatesMarketing11 to 50 employees
May 10, 2025
If you are not on Sage ERP there is no argument for this product. None. Pipedrive is cheaper and better and there are twenty others. The integration is the whole case.
Pros
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Nathaniel Emerson
VP of Sales, Summit Physio
United StatesTransport and logistics11 to 50 employees
May 3, 2026
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
One customer record shared with finance
Cons
Dated interface that sales teams resist
Bruno Menon
Operations Manager, Prairie Rose Bakery
United StatesHospitality11 to 50 employees
Jan 26, 2026
Almost no third party apps. Everything we wanted to connect was a custom job. Coming from a modern CRM the emptiness of the marketplace is genuinely startling.
Pros
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Jorge Underwood
Bookkeeper, Silverbirch Accounting
United StatesConstruction500+ employees
Oct 8, 2025
It is not the best CRM. It is the best CRM that knows what our ERP knows, and for us that was the deciding factor.
Pros
One customer record shared with finance
Cons
Dated interface that sales teams resist
Aaron Rooney
Finance Manager, Kestrel Analytics
CanadaReal estate1 to 10 employees
Mar 24, 2025
The mobile experience is a browser view of a desktop app. My field reps gave up in the first month. In 2026 that is not acceptable for a sales tool.
Pros
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Rosa Bhatt
Head of Operations, Foundry Road Studios
CanadaEcommerce51 to 200 employees
Mar 21, 2026
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
One customer record shared with finance
Cons
Mobile experience is poor
Spencer Crane
Operations Manager, Trailhead Bicycles
United StatesEcommerce11 to 50 employees
Jul 24, 2024
Our reps can see real inventory and real credit status from Sage 300 inside the customer record. Not a nightly sync that is wrong by lunchtime, the actual number. For a distributor that single thing is worth more than every feature HubSpot has that this does not.
Pros
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ulises Sinclair
Founder, Ironwood Fabrication
United StatesLegal1 to 10 employees
Jun 17, 2026
It is not the best CRM. It is the best CRM that knows what our ERP knows, and for us that was the deciding factor.
Pros
One customer record shared with finance
Cons
Marketing automation is basic
Otis Ibarra
Project Manager, Summit Physio
CanadaProfessional services1 to 10 employees
Jan 23, 2025
The interface is old and the mobile experience is poor. Our reps use it because they have to. It does what we bought it for, so I am neutral rather than negative.
Pros
One customer record shared with finance
Cons
Mobile experience is poor
Gwen Flanagan
Accountant, Foundry Road Studios
United StatesTransport and logistics51 to 200 employees
Jun 28, 2026
Almost no third party apps. Everything we wanted to connect was a custom job. Coming from a modern CRM the emptiness of the marketplace is genuinely startling.
Pros
One customer record shared with finance
Cons
Marketing automation is basic
Response from the vendorJul 2, 2026
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
Quentin Kessler
Chief of Staff, Sandbar Hospitality
United StatesTransport and logistics51 to 200 employees
Jul 28, 2025
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Uma Desai
HR Manager, Beacon Legal Partners
OtherReal estate1 to 10 employees
Jul 7, 2026
Our reps can see real inventory and real credit status from Sage 300 inside the customer record. Not a nightly sync that is wrong by lunchtime, the actual number. For a distributor that single thing is worth more than every feature HubSpot has that this does not.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
Dated interface that sales teams resist
Yusuf Isozaki
Head of Operations, Cedar & Vine Interiors
United StatesLegal11 to 50 employees
Aug 16, 2024
It is not the best CRM. It is the best CRM that knows what our ERP knows, and for us that was the deciding factor.
Pros
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
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