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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Kendra Forsythe
Accountant, Aurora Print House
United States·Manufacturing·51 to 200 employees
1.0
May 14, 2026
Verified userLinkedIn confirmedUsed 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
One customer record shared with finance
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMay 21, 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.
8 found this helpful
Portia Grimaldi
People Operations Lead, Ironwood Fabrication
United States·Hospitality·1 to 10 employees
1.0
Sep 6, 2025
Verified userUsed 2 or more 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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Hugo Fry
Accountant, Clearview Windows
United States·Manufacturing·1 to 10 employees
3.0
Jul 28, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
No ecosystem to speak of
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Otis Broadbent
General Manager, Granite Peak Roofing
United States·Transport and logistics·1 to 10 employees
3.0
Mar 14, 2025
LinkedIn confirmedUsed 1 to 2 years
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
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Zachary Pemberton
Operations Manager, Vertex Machine Works
United States·Transport and logistics·1 to 10 employees
4.0
Sep 15, 2024
Verified userLinkedIn confirmedUsed 2 or more 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
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Ximena Grimaldi
Office Manager, Hillcrest Family Clinic
United States·Transport and logistics·1 to 10 employees
1.0
Jul 15, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
Mobile is effectively unusable
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Ulises Reyes
Head of Operations, Prairie Rose Bakery
United States·Manufacturing·1 to 10 employees
4.0
Apr 26, 2026
LinkedIn confirmedUsed less than 6 months
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
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Marisol Ellsworth
HR Manager, Kestrel Analytics
United States·Financial services·11 to 50 employees
3.0
Dec 7, 2025
Verified userUsed 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
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
Response from the vendorDec 14, 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.
7 found this helpful
Amara Isozaki
Chief of Staff, Redbrick Property Group
United States·Accounting·11 to 50 employees
1.0
Sep 16, 2025
Verified userLinkedIn confirmedUsed 1 to 2 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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorSep 22, 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.
7 found this helpful
Ravi Waterhouse
Head of Operations, Falcon Ridge Landscaping
United States·Manufacturing·1 to 10 employees
5.0
Mar 26, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
The ERP link is the entire reason and it works
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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Ursula Calloway
General Manager, Clearview Windows
United States·Accounting·51 to 200 employees
5.0
Nov 27, 2024
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
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
7 found this helpful
Sarah Iqbal
Head of Operations, Vertex Machine Works
Other·Transport and logistics·51 to 200 employees
3.0
Sep 22, 2024
Verified userLinkedIn confirmedUsed 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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Malcolm Dashwood
Chief of Staff, Maplewood Childcare
Other·Healthcare·201 to 500 employees
3.0
Jun 12, 2026
LinkedIn confirmedUsed 2 or more years
No ecosystem to speak of
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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Erin Nasser
Founder, Ironwood Fabrication
United States·Professional services·11 to 50 employees
5.0
Apr 10, 2026
Used less than 6 months
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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Simon Calloway
HR Manager, Hillcrest Family Clinic
Canada·Software·1 to 10 employees
3.0
Jan 12, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
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
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 20, 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.
6 found this helpful
Vera Menon
People Operations Lead, Sandbar Hospitality
United States·Legal·1 to 10 employees
2.0
Oct 28, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
My reps hate it and adoption reflects that
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
Response from the vendorNov 3, 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.
6 found this helpful
Lionel Yates
Bookkeeper, Ironwood Fabrication
Canada·Real estate·1 to 10 employees
5.0
Aug 2, 2025
Verified userLinkedIn confirmedUsed 2 or more 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
Quotes and orders flow into Sage ERP without retyping
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Victor Jorgensen
Accountant, Summit Physio
United States·Transport and logistics·51 to 200 employees
5.0
Jul 28, 2025
Verified userUsed 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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Simone Nakamura
VP of Sales, Copper Mountain Brewing
United States·Retail·201 to 500 employees
4.0
Apr 27, 2025
Verified userLinkedIn confirmedUsed 1 to 2 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.
Canada
United States