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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
27 found this helpful
Julius Hutchins
Project Manager, Sandbar Hospitality
United States·Education·201 to 500 employees
4.0
Jan 11, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Reps stopped promising stock we did not have
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
Ease of use
Value for money
Customer service
Functionality
27 found this helpful
Gwen Kaminski
Managing Partner, Northgate Logistics
United States·Healthcare·1 to 10 employees
4.0
Oct 30, 2025
Verified userLinkedIn confirmedUsed less than 6 months
Reps stopped promising stock we did not have
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
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
26 found this helpful
Ronan Delacroix
Accountant, Willow & Ash Salons
United States·Professional services·500+ employees
5.0
Dec 27, 2024
Verified userUsed 2 or more years
Reps stopped promising stock we did not have
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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Halima Lin
General Manager, Willow & Ash Salons
United States·Real estate·11 to 50 employees
2.0
Mar 31, 2025
LinkedIn confirmedUsed 6 to 12 months
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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
25 found this helpful
Yosef Rowan
Accountant, Sandbar Hospitality
United States·Real estate·11 to 50 employees
2.0
Nov 18, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
We migrated off within two years
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
One customer record shared with finance
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
25 found this helpful
Kirsten Serrano
Project Manager, Prairie Rose Bakery
Canada·Marketing·201 to 500 employees
2.0
Jun 5, 2026
Verified userLinkedIn confirmedUsed less than 6 months
We migrated off within two years
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
Response from the vendorJun 17, 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.
24 found this helpful
Esther Ellsworth
VP of Sales, Harborline Supply
United States·Transport and logistics·11 to 50 employees
5.0
Oct 7, 2025
Used less than 6 months
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
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Elena Hendricks
Chief of Staff, Tidewater Marine Services
United States·Hospitality·1 to 10 employees
3.0
Jul 30, 2025
LinkedIn confirmedUsed less than 6 months
Dated, but it does the one thing
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
One customer record shared with finance
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Gabriel Eberhardt
HR Manager, Sandbar Hospitality
Canada·Legal·1 to 10 employees
4.0
Dec 13, 2024
LinkedIn confirmedUsed 1 to 2 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
On premise or cloud hosted deployment
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Nathaniel Vance
Director of Finance, Hillcrest Family Clinic
United States·Healthcare·51 to 200 employees
5.0
Jan 30, 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.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
23 found this helpful
Neil Rasmussen
Sales Director, Lantern Creative
United States·Professional services·1 to 10 employees
2.0
Jun 25, 2026
Verified userLinkedIn confirmedUsed 2 or more years
My reps hate it and adoption reflects that
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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Devon Rowan
VP of Sales, Summit Physio
United States·Marketing·1 to 10 employees
3.0
Jun 22, 2025
Verified userUsed 2 or more years
Fine if you already run Sage ERP
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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Kimberly Yamamoto
Sales Director, Bluewater Consulting
Canada·Legal·201 to 500 employees
5.0
Mar 25, 2025
Verified userLinkedIn confirmedUsed 1 to 2 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
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Trevor Ponce
Bookkeeper, Falcon Ridge Landscaping
United States·Construction·51 to 200 employees
3.0
May 9, 2026
Verified userUsed 2 or more years
Fine if you already run Sage ERP
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
Response from the vendorMay 17, 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.
21 found this helpful
Renee Ferrari
Studio Director, Foundry Road Studios
United States·Accounting·51 to 200 employees
4.0
Mar 21, 2026
Verified userLinkedIn confirmedUsed 2 or more years
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
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Nathaniel Osei
Finance Manager, Hillcrest Family Clinic
United States·Hospitality·11 to 50 employees
4.0
Aug 24, 2025
Verified userUsed less than 6 months
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Tessa Zimmerman
HR Manager, Granite Peak Roofing
Canada·Manufacturing·1 to 10 employees
3.0
Apr 13, 2025
Verified userLinkedIn confirmedUsed 2 or more 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
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Quentin Menon
Office Manager, Beacon Legal Partners
United States·Retail·11 to 50 employees
4.0
Dec 9, 2024
LinkedIn confirmedUsed less than 6 months
Reps stopped promising stock we did not have
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
21 found this helpful
Harold Serrano
VP of Sales, Ironwood Fabrication
United States·Financial services·201 to 500 employees
1.0
Jun 9, 2026
Verified userUsed 2 or more years
My reps hate it and adoption reflects that
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJun 15, 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.
United States
Canada