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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Katya Flanagan
Founder, Bluewater Consulting
United States·Hospitality·201 to 500 employees
1.0
Jan 2, 2025
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
Live ERP inventory and credit inside the record
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Yosef Ghosh
General Manager, Northern Star Staffing
United States·Ecommerce·11 to 50 employees
2.0
Dec 6, 2024
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
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Percy Reyes
Finance Manager, Aurora Print House
United States·Hospitality·51 to 200 employees
4.0
Feb 20, 2026
LinkedIn confirmedUsed 2 or more 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
5 found this helpful
Lionel Rowan
People Operations Lead, Northgate Logistics
United States·Software·51 to 200 employees
5.0
Jan 14, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
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
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
5 found this helpful
Margot Silva
Finance Manager, Copper Mountain Brewing
United States·Professional services·51 to 200 employees
4.0
Jan 3, 2026
Verified userUsed 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
Sales, marketing and service sold as separate modules
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Emmett Nakamura
HR Manager, Ironwood Fabrication
United States·Accounting·11 to 50 employees
4.0
Aug 26, 2025
LinkedIn 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
On premise or cloud hosted deployment
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Priya Goldberg
Director of Finance, Cedar & Vine Interiors
United States·Construction·11 to 50 employees
3.0
Aug 25, 2025
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
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Olivia Sandoval
Founder, Lantern Creative
Other·Healthcare·11 to 50 employees
2.0
Jun 28, 2025
LinkedIn confirmedUsed less than 6 months
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
Sales, marketing and service sold as separate modules
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 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.
5 found this helpful
Christopher Gallagher
HR Manager, Fairview Veterinary
United States·Accounting·11 to 50 employees
4.0
May 29, 2025
Verified userLinkedIn confirmedUsed 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
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Rashid Hammond
Chief of Staff, Vertex Machine Works
United States·Nonprofit·201 to 500 employees
3.0
Jan 17, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Dated, but it does the one thing
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
5 found this helpful
Samuel Rasmussen
People Operations Lead, Hillcrest Family Clinic
United States·Professional services·11 to 50 employees
5.0
Jul 10, 2026
Verified userLinkedIn confirmedUsed 6 to 12 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
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Sanjay Ibarra
General Manager, Bluewater Consulting
United States·Financial services·1 to 10 employees
5.0
May 27, 2026
LinkedIn confirmedUsed 2 or more 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
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
4 found this helpful
Vikram Dubois
Project Manager, Clearview Windows
Canada·Transport and logistics·51 to 200 employees
5.0
Apr 23, 2026
Used 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
Live ERP inventory and credit inside the record
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Tobias Norton
Project Manager, Granite Peak Roofing
United States·Professional services·1 to 10 employees
3.0
Apr 11, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
Dated, but it does the one thing
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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorApr 23, 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.
4 found this helpful
Gwen Goodwin
Office Manager, Vertex Machine Works
United States·Ecommerce·1 to 10 employees
3.0
Mar 6, 2026
Verified userLinkedIn confirmedUsed 2 or more 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
One customer record shared with finance
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Amelia Acheson
People Operations Lead, Kestrel Analytics
United States·Hospitality·51 to 200 employees
4.0
Dec 23, 2025
Verified userUsed 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
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Gregory Fry
Operations Manager, Hillcrest Family Clinic
Other·Ecommerce·201 to 500 employees
5.0
Nov 2, 2025
Verified userUsed 1 to 2 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
On premise or cloud hosted deployment
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Ursula Goodwin
Project Manager, Ironwood Fabrication
United States·Education·11 to 50 employees
2.0
Feb 15, 2025
LinkedIn confirmedUsed 2 or more years
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
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
4 found this helpful
Nina Castillo
Bookkeeper, Sandbar Hospitality
United States·Retail·201 to 500 employees
5.0
Jan 11, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
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
Quotes and orders flow into Sage ERP without retyping
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