United States·Financial services·11 to 50 employees
4.0
Jan 2, 2025
Verified userLinkedIn confirmedUsed 1 to 2 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
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Freya Eberhardt
General Manager, Vertex Machine Works
United States·Hospitality·51 to 200 employees
3.0
Jan 24, 2026
Used 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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Meredith Lambert
Accountant, Hillcrest Family Clinic
United States·Education·11 to 50 employees
2.0
Jan 21, 2026
Verified userUsed 2 or more 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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Ravi Xu
Studio Director, Meridian Dental Group
Canada·Accounting·11 to 50 employees
3.0
Sep 6, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Bought by finance, used by sales, and it shows
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
3 found this helpful
Priya Nasser
General Manager, Lantern Creative
United States·Construction·51 to 200 employees
2.0
Jan 23, 2025
Used 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
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Alistair Kirkwood
Operations Manager, Redbrick Property Group
Canada·Real estate·11 to 50 employees
4.0
Dec 23, 2024
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
Live ERP inventory and credit inside the record
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Caleb Fontaine
Sales Director, Silverbirch Accounting
United States·Marketing·11 to 50 employees
5.0
Aug 26, 2024
Verified userLinkedIn 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
Sales, marketing and service sold as separate modules
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Leonard Pyne
VP of Sales, Foundry Road Studios
Canada·Construction·1 to 10 employees
5.0
Jul 4, 2026
Verified userUsed 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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Wesley Alvarado
Accountant, Northern Star Staffing
United States·Real estate·1 to 10 employees
5.0
May 18, 2026
Verified userUsed 2 or more years
The ERP link is the entire reason and it works
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
2 found this helpful
Michelle Grant
Practice Manager, Coastline Outfitters
United States·Retail·51 to 200 employees
4.0
Apr 25, 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
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Ibrahim Ainsworth
Bookkeeper, Clearview Windows
United States·Accounting·11 to 50 employees
2.0
Mar 10, 2026
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
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
Response from the vendorMar 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.
2 found this helpful
Bianca Crane
Studio Director, Tidewater Marine Services
United States·Education·51 to 200 employees
3.0
Mar 4, 2026
Verified userUsed 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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Ravi Eberhardt
Operations Manager, Hillcrest Family Clinic
Canada·Manufacturing·11 to 50 employees
2.0
May 27, 2025
LinkedIn confirmedUsed 1 to 2 years
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
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 vendorMay 29, 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.
2 found this helpful
Danielle Castellanos
Director of Finance, Ironwood Fabrication
Other·Real estate·11 to 50 employees
2.0
Apr 11, 2025
Verified userUsed 2 or more 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
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Deepa Jefferson
Finance Manager, Tidewater Marine Services
United States·Manufacturing·51 to 200 employees
4.0
Apr 6, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Julius Salazar
Founder, Clearview Windows
United States·Software·11 to 50 employees
3.0
Mar 13, 2025
Verified userUsed 6 to 12 months
Dated, but it does the one thing
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
Sales, marketing and service sold as separate modules
Cons
Mobile experience is poor
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.
2 found this helpful
Hassan Bell
People Operations Lead, Granite Peak Roofing
Canada·Construction·11 to 50 employees
3.0
Feb 3, 2025
Used 2 or more 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
One customer record shared with finance
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Adrian Rasheed
Director of Finance, Clearview Windows
United States·Manufacturing·11 to 50 employees
5.0
Dec 18, 2024
Verified userLinkedIn confirmedUsed 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
Live ERP inventory and credit inside the record
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Denise Lockhart
Founder, Redbrick Property Group
United States·Ecommerce·51 to 200 employees
5.0
Oct 27, 2024
LinkedIn confirmedUsed 6 to 12 months
The ERP link is the entire reason and it works
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
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Lucas Mercer
Sales Director, Copper Mountain Brewing
United States·Hospitality·51 to 200 employees
5.0
May 22, 2026
Verified userUsed 6 to 12 months
The ERP link is the entire reason and it works
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.
United States
Canada