Sage CRM
CRM software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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€50 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Professional services (engineering, legal, consulting, etc.)
- Agriculture, fishing, and forestry
What is Sage CRM
Sage CRM is a customer relationship management platform used to manage sales, marketing, and customer service activities in a single system. It is commonly deployed by small to mid-sized organizations, especially those that use Sage accounting/ERP products and want tighter front-to-back office alignment. The product supports contact and opportunity management, case management, marketing campaign tracking, and configurable workflows. It is typically implemented as an on-premises or private-hosted solution with customization through configuration and development tools.
Strong Sage ecosystem integration
Sage CRM is designed to integrate with Sage business management and accounting products, which can reduce duplicate data entry across customer, order, and financial records. Organizations already standardized on Sage can align sales and service processes with back-office data more directly than with many general-purpose CRMs. This can simplify user workflows for quoting, order status visibility, and customer account context. Integration options also exist via APIs and connectors for other systems, depending on deployment and version.
Configurable workflows and screens
The platform provides configuration tools for customizing fields, screens, and processes to match specific sales and service workflows. It supports role-based access and tailored user experiences for different teams (sales, marketing, support). This flexibility can help organizations implement structured processes without adopting a highly prescriptive CRM model. Customization can be extended further through scripting and development for more complex requirements.
On-premises deployment option
Sage CRM supports on-premises/private deployments, which can be important for organizations with data residency, network, or regulatory constraints. This model can provide more control over infrastructure, patch timing, and integration patterns with internal systems. It can also suit environments where cloud adoption is limited. Compared with many cloud-first CRMs, this is a differentiating deployment capability.
UI and UX can feel dated
Compared with many modern cloud CRM products, the user interface and overall experience can feel less contemporary, especially for mobile-first teams. Organizations may need additional configuration or customization to streamline navigation and reduce clicks. This can affect user adoption if sales teams expect highly polished, consumer-like UX. The gap is more noticeable when teams evaluate multiple CRM options side by side.
Customization may require specialists
While the product is configurable, deeper tailoring often requires partner support or in-house technical expertise. Custom scripts, integrations, and complex workflow logic can increase implementation time and long-term maintenance effort. Upgrades can also require regression testing of customizations. This can raise total cost of ownership for organizations that need extensive tailoring.
Ecosystem breadth varies by region
The availability of prebuilt integrations, add-ons, and implementation partners can be more limited than in larger, cloud-native CRM ecosystems. Organizations may need to rely on custom integration work for niche applications. This can slow down adoption of new tools in the sales and marketing stack. The impact depends on geography, industry, and the specific Sage CRM version in use.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Cloud Professional | €50 + VAT per month per user (after 30-day free trial) | Official Sage regional shop lists a 30-day obligation-free trial (no credit card). Includes technical support in subscription; mobile access and integrations noted on product page. |
| On-premise / Perpetual | Contact sales / Custom pricing | Sage product pages indicate on-premise/perpetual licensing is available; pricing is not listed publicly and requires contact with Sage or a Sage partner. |
Seller details
Sage Group plc
Newcastle upon Tyne, United Kingdom
1981
Public
https://www.sage.com/
https://x.com/SageGroupPLC
https://www.linkedin.com/company/sage/
