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Sage CRM

A comprehensive CRM platform
our rating 4 out of 5 Stars

Sage CRMProduct Overview

  1. About Sage CRM
  2. Pros of Sage CRM
  3. Cons of Sage CRM
  4. Breakdown of core features

Sage CRM product overview

Sage CRM was designed to be a comprehensive customer relationship management platform that offers insights to improve and propel businesses forward in their endeavors. These business insights into operations and customers are key in order to make smarter business decisions to navigate an ever-changing business climate.

This platform enables business to launch precise, targeted marketing campaigns in order to reach customers at key moments to capture sales. The software helps business stay apprised of which deals are most profitable and what can be done to stay ahead of competitors. It’s goal is to deliver a world-class customer experience to prospective clients in order to build lasting relationships.

Pros of Sage CRM

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  • Campaign Management
  • Case Management
  • CRM Dashboard
  • Easy to use
  • Good price point
  • Managing project costs
  • Organization of sales contacts
  • Shared documents feature

Cons of Sage CRM

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  • Cannot use remotely through a VPN
  • Cannot export notes data
  • Social Network Integration

Breakdown of core features

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Sales opportunities

Sage CRM is designed to funnel business sales efforts in the direction of the most profitable, and deals are pointed in the direction of most likely securing a sale while also maximizing cross-selling and up-selling opportunities. It gives users instant access to pipelines, sales reports, contacts, and more. Sales teams members experience more time to focus on sales efforts rather than mundane task work. The automated workflow and pipeline management mean potential sales are quickly processed and moved along the line with data that can be shared and accessed by any team members that need it.

Customer service

Sage CRM is there to help businesses resolve customer issues from defining processes to tracking cases with first-class quality customer care to retain satisfied customers.

Target the right people

Sage CRM is there to enable businesses to get the right messaging to the right client at the most opportune time to maximize use of marketing resources. Sage CRM will keep records of financial profiling, order information, purchase histories, special interests, and demographics to create detailed profiles of clients and potential prospects in order to execute effective, targeted sales campaigns.

Alternatives to Sage CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

Learn more about EntreTEK Solutions

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

(Last updated on 03/07/2022 by Abby Dykes)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses




  • Budgeting, Planning and Forecasting
  • CRM/Marketing Automation
  • Customer Care
  • Customer Service Automation
  • Marketing Automation
  • Project Management
  • Salesforce Automation
  • Social CRM


  • Campaign Monitor
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  • Evolve IP Phone System
  • FileHold DMS
  • ForceManager
  • Gem Accounts
  • GoCardless
  • Handshake
  • i-snapshot
  • MailChimp
  • Maxemail
  • Procore
  • Salesfusion

Pricing Model

  • Quote-based


  • English