Verified userLinkedIn confirmedUsed 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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Bianca Yates
Finance Manager, Lantern Creative
Canada·Nonprofit·11 to 50 employees
4.0
Oct 9, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
15 found this helpful
Elliot Pritchard
HR Manager, Sandbar Hospitality
Canada·Education·1 to 10 employees
3.0
May 17, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
15 found this helpful
Beatriz Eberhardt
Founder, Hillcrest Family Clinic
United States·Accounting·11 to 50 employees
1.0
Feb 18, 2025
Verified userLinkedIn confirmedUsed less than 6 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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
15 found this helpful
Ingrid Flanagan
Sales Director, Maplewood Childcare
United States·Professional services·51 to 200 employees
1.0
Jan 9, 2025
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 vendorJan 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.
15 found this helpful
Bruno Forsythe
Operations Manager, Coastline Outfitters
Canada·Ecommerce·11 to 50 employees
2.0
Jul 9, 2026
Used 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
Sales, marketing and service sold as separate modules
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Ian Pemberton
Accountant, Northgate Logistics
United States·Legal·11 to 50 employees
3.0
Jul 6, 2025
LinkedIn confirmedUsed 6 to 12 months
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
On premise or cloud hosted deployment
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Lorena Barlow
Controller, Prairie Rose Bakery
United States·Software·51 to 200 employees
3.0
Jan 19, 2025
Verified userLinkedIn confirmedUsed 2 or more years
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
Quotes and orders flow into Sage ERP without retyping
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJan 27, 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.
14 found this helpful
Tomas Haddad
Managing Partner, Sandbar Hospitality
United States·Real estate·11 to 50 employees
1.0
Oct 20, 2024
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Portia Ishikawa
Chief of Staff, Sandbar Hospitality
Canada·Legal·11 to 50 employees
3.0
Oct 8, 2024
Verified userLinkedIn confirmedUsed less than 6 months
Bought by finance, used by sales, and it shows
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
Quotes and orders flow into Sage ERP without retyping
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorOct 15, 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.
14 found this helpful
Adrian Ponce
Sales Director, Coastline Outfitters
United States·Accounting·51 to 200 employees
1.0
Jul 31, 2024
Used less than 6 months
My reps hate it and adoption reflects that
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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Gabriel Guerrero
HR Manager, Kestrel Analytics
United States·Professional services·11 to 50 employees
4.0
Jul 14, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
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
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Jasmine Rasheed
Practice Manager, Northern Star Staffing
United States·Hospitality·11 to 50 employees
2.0
Jan 13, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
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
One customer record shared with finance
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Margot Boucher
Office Manager, Meridian Dental Group
United States·Software·1 to 10 employees
4.0
Nov 9, 2025
Verified userUsed 2 or more years
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
One customer record shared with finance
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Celeste Quigley
Founder, Redbrick Property Group
United States·Financial services·1 to 10 employees
5.0
Sep 6, 2025
Used 1 to 2 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
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
13 found this helpful
Emilio Gallagher
Owner, Meridian Dental Group
United States·Construction·11 to 50 employees
2.0
Jan 16, 2025
Verified userLinkedIn confirmedUsed 2 or more 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
Live ERP inventory and credit inside the record
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Harold Paredes
Accountant, Cedar & Vine Interiors
Canada·Construction·1 to 10 employees
4.0
Feb 1, 2026
Verified userUsed 2 or more years
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
One customer record shared with finance
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Bruno Sinclair
Director of Finance, Harborline Supply
United States·Retail·201 to 500 employees
5.0
Jan 5, 2026
LinkedIn confirmedUsed less than 6 months
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
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
12 found this helpful
Anika Desai
Chief of Staff, Blackstone Contracting
United States·Education·201 to 500 employees
4.0
Nov 26, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Quotes flow into Sage 300 without retyping
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
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Dana Iqbal
People Operations Lead, Blackstone Contracting
United States·Legal·1 to 10 employees
3.0
Sep 21, 2025
LinkedIn confirmedUsed 1 to 2 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.
United States
Canada