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
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
20 found this helpful
Tobias Ivanov
Project Manager, Bluewater Consulting
Canada·Ecommerce·51 to 200 employees
2.0
Jul 9, 2025
Used 6 to 12 months
We migrated off within two years
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
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
Response from the vendorJul 17, 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.
20 found this helpful
Olivia Villanueva
Head of Operations, Willow & Ash Salons
United States·Financial services·11 to 50 employees
2.0
Jun 16, 2025
Verified userUsed 1 to 2 years
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
20 found this helpful
Carmen Thibault
VP of Sales, Lantern Creative
Canada·Retail·11 to 50 employees
1.0
Sep 28, 2025
Verified userUsed 1 to 2 years
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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
19 found this helpful
Rosa Lockhart
VP of Sales, Aurora Print House
United States·Legal·1 to 10 employees
5.0
Apr 19, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Quotes flow into Sage 300 without retyping
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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
18 found this helpful
Tanya Radcliffe
Managing Partner, Ironwood Fabrication
Canada·Hospitality·1 to 10 employees
1.0
Feb 6, 2026
Used 6 to 12 months
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
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
18 found this helpful
Ezra Montoya
Sales Director, Maplewood Childcare
United States·Financial services·1 to 10 employees
3.0
May 11, 2025
Verified userUsed 6 to 12 months
Bought by finance, used by sales, and it shows
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
18 found this helpful
Portia Barlow
Sales Director, Prairie Rose Bakery
United States·Education·11 to 50 employees
1.0
Feb 15, 2025
Verified userUsed 2 or more years
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
18 found this helpful
Neil Farouk
Finance Manager, Maplewood Childcare
United States·Software·51 to 200 employees
3.0
Aug 29, 2024
Verified userUsed 1 to 2 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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorSep 2, 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.
18 found this helpful
Gregory Winters
People Operations Lead, Foundry Road Studios
United States·Transport and logistics·1 to 10 employees
1.0
Apr 25, 2026
Verified userUsed 1 to 2 years
Marketing automation is barely there
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
One customer record shared with finance
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Rosalind Delgado
Director of Finance, Blackstone Contracting
United States·Retail·11 to 50 employees
5.0
Nov 29, 2025
Used 6 to 12 months
Live stock and credit inside the customer record
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
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Tessa Brennan
Accountant, Aurora Print House
United States·Ecommerce·1 to 10 employees
2.0
Oct 25, 2025
Verified userLinkedIn 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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Oscar Whitaker
Operations Manager, Meridian Dental Group
Canada·Ecommerce·1 to 10 employees
4.0
Aug 31, 2025
Verified userLinkedIn confirmedUsed 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
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
17 found this helpful
Warren Dupont
Chief of Staff, Bluewater Consulting
Canada·Hospitality·51 to 200 employees
3.0
May 13, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Fine if you already run Sage ERP
Our controller chose it for the integration and our sales team has resented it ever since. Both positions are correct. The integration is genuinely valuable and the daily experience is genuinely worse than what they had.
Pros
On premise or cloud hosted deployment
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Ian Emerson
Practice Manager, Tidewater Marine Services
United States·Marketing·1 to 10 employees
5.0
May 13, 2025
Verified userLinkedIn confirmedUsed 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
Sales, marketing and service sold as separate modules
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Gregory Ojeda
Sales Director, Maplewood Childcare
Canada·Accounting·201 to 500 employees
1.0
Feb 18, 2025
Verified userUsed 1 to 2 years
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
17 found this helpful
Ronan Adeyemi
People Operations Lead, Maplewood Childcare
United States·Nonprofit·11 to 50 employees
1.0
Oct 29, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
We migrated off within two years
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
Response from the vendorNov 3, 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.
17 found this helpful
Mabel Beaumont
Finance Manager, Hillcrest Family Clinic
United States·Hospitality·1 to 10 employees
2.0
Oct 13, 2024
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
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 vendorOct 23, 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.
17 found this helpful
Keith Ojeda
Finance Manager, Meridian Dental Group
United States·Manufacturing·51 to 200 employees
3.0
Jan 14, 2025
Verified userUsed 2 or more years
Bought by finance, used by sales, and it shows
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
Sales, marketing and service sold as separate modules
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Xander Ellsworth
General Manager, Sandbar Hospitality
Other·Nonprofit·1 to 10 employees
3.0
Dec 29, 2024
Verified userUsed 2 or more years
Fine if you already run Sage ERP
Our controller chose it for the integration and our sales team has resented it ever since. Both positions are correct. The integration is genuinely valuable and the daily experience is genuinely worse than what they had.
United States
Canada