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
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 vendorMar 18, 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.
12 found this helpful
Liam Bell
VP of Sales, Coastline Outfitters
Canada·Transport and logistics·1 to 10 employees
5.0
Nov 1, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Terrence Zielinski
Project Manager, Bluewater Consulting
United States·Accounting·11 to 50 employees
3.0
Sep 6, 2024
Used 1 to 2 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
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Katherine Reyes
Director of Finance, Summit Physio
United States·Real estate·51 to 200 employees
3.0
Sep 3, 2024
Verified userLinkedIn confirmedUsed 6 to 12 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
Sales, marketing and service sold as separate modules
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Trisha Hammond
Chief of Staff, Northgate Logistics
Canada·Real estate·51 to 200 employees
3.0
Aug 10, 2024
Used 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
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Vera Lindqvist
Director of Finance, Harborline Supply
United States·Transport and logistics·1 to 10 employees
1.0
Sep 25, 2024
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
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Fiona Pyne
Owner, Maplewood Childcare
United States·Manufacturing·51 to 200 employees
3.0
Jun 23, 2026
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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Delia Kirkwood
Chief of Staff, Northern Star Staffing
United States·Financial services·201 to 500 employees
4.0
Feb 26, 2026
Verified userUsed 1 to 2 years
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
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Valerie Raghavan
Finance Manager, Meridian Dental Group
United States·Nonprofit·1 to 10 employees
3.0
Feb 17, 2026
Verified userUsed 1 to 2 years
Dated, but it does the one thing
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
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Ines Jimenez
People Operations Lead, Blackstone Contracting
United States·Education·11 to 50 employees
5.0
Jun 27, 2025
Verified userUsed less than 6 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
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Ibrahim Norton
People Operations Lead, Northgate Logistics
United States·Manufacturing·51 to 200 employees
5.0
May 25, 2025
Verified userUsed 6 to 12 months
Quotes flow into Sage 300 without retyping
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
10 found this helpful
Tessa Yates
Managing Partner, Granite Peak Roofing
United States·Legal·51 to 200 employees
3.0
Jan 20, 2025
Verified userLinkedIn confirmedUsed 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
On premise or cloud hosted deployment
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Theo Farouk
Founder, Ironwood Fabrication
Canada·Transport and logistics·11 to 50 employees
2.0
Jun 22, 2026
Verified userUsed 2 or more 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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Margot Ortiz
Office Manager, Bluewater Consulting
Canada·Accounting·51 to 200 employees
4.0
Mar 10, 2026
Verified userLinkedIn confirmedUsed 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
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Rebecca Delacroix
Director of Finance, Willow & Ash Salons
United States·Professional services·201 to 500 employees
5.0
Feb 3, 2026
LinkedIn confirmedUsed 2 or more years
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
Quotes and orders flow into Sage ERP without retyping
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Gordon Fontaine
Chief of Staff, Foundry Road Studios
Canada·Real estate·1 to 10 employees
3.0
Oct 14, 2025
Used less than 6 months
Fine if you already run Sage ERP
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
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
Response from the vendorOct 23, 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.
9 found this helpful
Christopher Sharma
Controller, Maplewood Childcare
United States·Healthcare·1 to 10 employees
4.0
Oct 7, 2025
Verified userUsed 2 or more years
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
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
9 found this helpful
Kirsten Rooney
Controller, Lantern Creative
United States·Construction·201 to 500 employees
5.0
Sep 29, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Quotes flow into Sage 300 without retyping
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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Zara Thornton
Managing Partner, Lantern Creative
United States·Financial services·51 to 200 employees
3.0
Mar 29, 2025
Verified userLinkedIn 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
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Ophelia Pyne
Finance Manager, Kestrel Analytics
Canada·Ecommerce·11 to 50 employees
4.0
Mar 28, 2025
Verified userLinkedIn confirmedUsed 2 or more years
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
Quotes and orders flow into Sage ERP without retyping
United States
Canada