Sage CRM
Sage CRM brings sales, marketing, and service information together for customer relationship management and business decisions.
What Sage CRM is
Sage CRM brings sales, marketing, and service information together for customer relationship management and business decisions. Sales tools handle lead capture and conversion, opportunities, quotes, orders, workflows, and forecasting. Reporting includes dashboards, sales reports, a Sales Funnel, and report-building tools. Marketing functions cover targeted and multi-channel campaigns, campaign reporting, and lead tracking. Contacts can be added to Mailchimp audiences, with opens, clicks, and bounces shown in Sage CRM; SurveyMonkey supports customer surveys and response tracking. Service capabilities include case management, a searchable knowledgebase, an online self-service portal, and standard or custom reports. Sage describes mobile access for sales users through Android and iPhone apps, while the platform listing states no mobile app. Deployment can be on-premise or partner-hosted. Sage CRM 2026 R1 applies to standalone CRM and integrations with Sage 50, 100, 200, 300, X3, and Intacct. Pricing is paid and available by callback request.
Good
- Combines sales, marketing, and service data
- Supports Mailchimp campaign tracking
- Includes case management and knowledgebase tools
- Offers dashboards and customizable reports
- Integrates with several Sage accounting products
Watch out
- Platform listing states no mobile app
- Pricing is available only by callback request
- Undocumented configurations are not supported
- Subscription support comes through a Sage Partner
Who it suits
It suits businesses extending an existing Sage business-management solution across sales, marketing, and service. It is relevant to organizations using on-premise or partner-hosted deployment.
Verdict
Sage CRM covers core customer, campaign, and service workflows with reporting and Sage product integrations. Buyers should account for its deployment model, support arrangement, and stated compatibility limits.
Plans and prices
From Sage CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sage CRM | Priced on request | Price available by callback request |
The facts
Each one read from Sage CRM's own pages, with the date it was checked.
What it does
- Audience
- Sage describes CRM as extending an existing Sage business management solution and highlights use by businesses across a variety of industries.checked 12 Oct 2026
- Customer service
- Service features include case management, a searchable knowledgebase, an online self-service portal and standard or custom reports.checked 12 Oct 2026
- Deployment and support
- Sage's terms describe an on-premise solution and partner-hosted access; subscription support is provided by the Sage Partner confirmed by Sage.checked 12 Oct 2026
- Email sync
- Yeschecked 19 Sep 2026
- Mailchimp integration
- Sage CRM can add CRM contacts to Mailchimp audiences and manage targeted campaigns, with opens, clicks and bounces visible in Sage CRM.checked 12 Oct 2026
- Marketing automation
- Yeschecked 19 Sep 2026
- Marketing campaigns
- Sage CRM supports targeted campaigns, campaign reporting, lead tracking and multi-channel campaign management.checked 12 Oct 2026
- Mobile access
- Sage says sales users can access customer data on the go using its mobile apps for Android and iPhone.checked 12 Oct 2026
- Notable compatibility limit
- Sage says configurations and third-party components not documented in its Help Centre have not been tested and are not supported.checked 12 Oct 2026
- Reporting
- Users can view sales reports, dashboards and a Sales Funnel, and create reports using reporting tools.checked 12 Oct 2026
- Sage accounting integrations
- Sage CRM 2026 R1 applies both to standalone CRM and integrations with Sage 50, Sage 100, Sage 200, Sage 300, Sage X3 and Sage Intacct.checked 12 Oct 2026
- Sales
- The sales features cover lead capture and conversion, opportunity management, quotes, orders, workflows and forecasting.checked 12 Oct 2026
- Security update
- Sage CRM 2026 R1 included application-stack security enhancements, stronger application-server controls and an Apache Tomcat security fix.checked 12 Oct 2026
- SurveyMonkey
- The marketing page describes running customer surveys through SurveyMonkey and tracking responses in Sage CRM.checked 12 Oct 2026
- What it does
- Sage CRM brings together sales, marketing and service information to help businesses manage customer relationships and make decisions.checked 12 Oct 2026
The company
- Founded
- 1981checked 4 Oct 2026
- Headquarters
- Newcastle upon Tyne, United Kingdomchecked 4 Oct 2026
Where it runs
- Mobile app
- Nochecked 19 Sep 2026
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