Verified userLinkedIn confirmedUsed less than 6 months
We migrated off within two years
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
Quotes and orders flow into Sage ERP without retyping
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
36 found this helpful
Wyatt McAllister
Director of Finance, Northgate Logistics
Canada·Retail·1 to 10 employees
3.0
Nov 5, 2024
Verified userUsed 2 or more years
No ecosystem to speak of
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
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
Response from the vendorNov 16, 2024
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.
36 found this helpful
Selena Serrano
HR Manager, Coastline Outfitters
United States·Legal·51 to 200 employees
2.0
Mar 4, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Marketing automation is barely there
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
Quotes and orders flow into Sage ERP without retyping
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMar 12, 2025
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.
35 found this helpful
Harold Adeyemi
Founder, Prairie Rose Bakery
United States·Marketing·1 to 10 employees
1.0
May 1, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
Mobile is effectively unusable
Adoption is the problem. Reps log the minimum and keep their real pipeline in a spreadsheet, which means my forecast is fiction. The ERP integration is great and it does not matter if nobody puts the data in.
Pros
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
34 found this helpful
Sarah Doyle
Bookkeeper, Kestrel Analytics
United States·Healthcare·51 to 200 employees
1.0
Apr 15, 2025
Verified userUsed 1 to 2 years
Marketing automation is barely there
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
Live ERP inventory and credit inside the record
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
34 found this helpful
Carmen Ferrari
Finance Manager, Maplewood Childcare
United States·Accounting·1 to 10 employees
4.0
Aug 24, 2025
LinkedIn confirmedUsed 6 to 12 months
Live stock and credit inside the customer record
Before this, a rep would promise stock, then the order would hit the ERP and the stock was gone. That stopped on day one. The credit hold visibility saved us twice in the first quarter.
Pros
Live ERP inventory and credit inside the record
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
33 found this helpful
Quentin Mensah
Finance Manager, Redbrick Property Group
Canada·Professional services·1 to 10 employees
5.0
Aug 3, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The ERP link is the entire reason and it works
Before this, a rep would promise stock, then the order would hit the ERP and the stock was gone. That stopped on day one. The credit hold visibility saved us twice in the first quarter.
Pros
Sales, marketing and service sold as separate modules
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
33 found this helpful
Priya Valentine
Finance Manager, Clearview Windows
Canada·Healthcare·51 to 200 employees
2.0
May 31, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Mobile is effectively unusable
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
32 found this helpful
Anika Buchanan
Head of Operations, Cedar & Vine Interiors
United States·Ecommerce·201 to 500 employees
1.0
Jan 13, 2026
Verified userUsed 2 or more years
Mobile is effectively unusable
Adoption is the problem. Reps log the minimum and keep their real pipeline in a spreadsheet, which means my forecast is fiction. The ERP integration is great and it does not matter if nobody puts the data in.
Pros
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
32 found this helpful
Portia Castillo
General Manager, Meridian Dental Group
Canada·Manufacturing·51 to 200 employees
3.0
Nov 6, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
No ecosystem to speak of
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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
32 found this helpful
Naomi Zimmerman
General Manager, Summit Physio
United States·Transport and logistics·1 to 10 employees
5.0
Jun 17, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The ERP link is the entire reason and it works
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
Sales, marketing and service sold as separate modules
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
32 found this helpful
Ximena Sinclair
Project Manager, Granite Peak Roofing
United States·Legal·1 to 10 employees
4.0
Mar 31, 2026
Verified userLinkedIn confirmedUsed 2 or more years
Live stock and credit inside the customer record
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
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
31 found this helpful
Katya Eberhardt
Bookkeeper, Fairview Veterinary
United States·Accounting·51 to 200 employees
4.0
Nov 1, 2024
Verified userUsed 1 to 2 years
The ERP link is the entire reason and it works
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
On premise or cloud hosted deployment
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
31 found this helpful
Vincent Ugwu
VP of Sales, Falcon Ridge Landscaping
United States·Construction·1 to 10 employees
4.0
Feb 26, 2026
Verified userLinkedIn confirmedUsed 2 or more years
Live stock and credit inside the customer record
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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
30 found this helpful
Adrian Haugen
Sales Director, Bluewater Consulting
United States·Retail·1 to 10 employees
1.0
Nov 4, 2025
Used 1 to 2 years
Mobile is effectively unusable
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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
30 found this helpful
Zara Brennan
Operations Manager, Trailhead Bicycles
United States·Transport and logistics·51 to 200 employees
2.0
Feb 4, 2026
Used less than 6 months
We migrated off within two years
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
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
Response from the vendorFeb 14, 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.
29 found this helpful
Ophelia Whelan
VP of Sales, Granite Peak Roofing
Other·Manufacturing·201 to 500 employees
1.0
Feb 6, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Mobile is effectively unusable
Adoption is the problem. Reps log the minimum and keep their real pipeline in a spreadsheet, which means my forecast is fiction. The ERP integration is great and it does not matter if nobody puts the data in.
Pros
On premise or cloud hosted deployment
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
Response from the vendorFeb 15, 2025
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.
29 found this helpful
Julia Prescott
HR Manager, Lantern Creative
United States·Professional services·51 to 200 employees
4.0
Dec 11, 2025
Verified userUsed less than 6 months
Live stock and credit inside the customer record
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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
28 found this helpful
Brooke Pemberton
General Manager, Redbrick Property Group
United States·Accounting·201 to 500 employees
4.0
Oct 14, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Quotes flow into Sage 300 without retyping
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
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
28 found this helpful
Keith Donnelly
Finance Manager, Lantern Creative
United States·Legal·1 to 10 employees
4.0
Sep 4, 2025
Verified userUsed 1 to 2 years
Reps stopped promising stock we did not have
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.
United States
Canada