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Sage CRM
Sage CRM · Newcastle upon Tyne, United Kingdom · founded 1981
What it is
Sage CRM brings sales, marketing, and service information together for businesses managing customer relationships and decisions. Sales tools cover lead capture and conversion, opportunities, quotes, orders, workflows, forecasting, dashboards, sales reports, and a Sales Funnel. Marketing features include targeted and multi-channel campaigns, campaign reporting, and lead tracking. Mailchimp integration can add CRM contacts to audiences and show opens, clicks, and bounces. SurveyMonkey support tracks customer survey responses. Service tools include case management, a searchable knowledgebase, an online self-service portal, and standard or custom reports. Sage describes the product as extending an existing Sage business management solution across varied industries. Deployment can be on-premise or partner-hosted. Platforms listed include Android, iOS, web, Windows, API, and self-hosted, while Sage also describes mobile access for sales users. Pricing is available on request. Sage CRM 2026 R1 includes security enhancements and integrations with Sage accounting products.
For and against
For
- Lead, opportunity, quote, and order management
- Targeted multi-channel campaign tools
- Mailchimp and SurveyMonkey connections
- Case management and self-service portal
- On-premise or partner-hosted deployment
Against
- Pricing requires a request
- Mobile-app availability is listed inconsistently
- Undocumented third-party components are unsupported
The verdict
Sage CRM covers customer work across sales, marketing, and service, with reporting and named integrations. Buyers should confirm deployment, mobile access, and compatibility for their specific configuration.
Who it suits
It suits businesses wanting sales, marketing, and service information in one CRM, especially existing Sage business-management users. Teams needing Mailchimp, SurveyMonkey, reporting, or partner-hosted deployment may find the listed functions relevant.
Plans and prices
Sage CRM
Price available by callback request
Read 12 Oct 2026 · sage.com
On the record
- Audience
- Sage describes CRM as extending an existing Sage business management solution and highlights use by businesses across a variety of industries.sage.com · read 12 Oct 2026
- Customer service
- Service features include case management, a searchable knowledgebase, an online self-service portal and standard or custom reports.sage.com · read 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.sage.com · read 12 Oct 2026
- Email sync
- Yessage.com · read 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.sage.com · read 12 Oct 2026
- Marketing automation
- Yessage.com · read 19 Sep 2026
- Marketing campaigns
- Sage CRM supports targeted campaigns, campaign reporting, lead tracking and multi-channel campaign management.sage.com · read 12 Oct 2026
- Mobile access
- Sage says sales users can access customer data on the go using its mobile apps for Android and iPhone.sage.com · read 12 Oct 2026
- Mobile app
- Nosage.com · read 19 Sep 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.communityhub.sage.com · read 12 Oct 2026
- Reporting
- Users can view sales reports, dashboards and a Sales Funnel, and create reports using reporting tools.sage.com · read 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.communityhub.sage.com · read 12 Oct 2026
- Sales
- The sales features cover lead capture and conversion, opportunity management, quotes, orders, workflows and forecasting.sage.com · read 12 Oct 2026
- Security update
- Sage CRM 2026 R1 included application-stack security enhancements, stronger application-server controls and an Apache Tomcat security fix.communityhub.sage.com · read 12 Oct 2026
- SurveyMonkey
- The marketing page describes running customer surveys through SurveyMonkey and tracking responses in Sage CRM.sage.com · read 12 Oct 2026
- What it does
- Sage CRM brings together sales, marketing and service information to help businesses manage customer relationships and make decisions.sage.com · read 12 Oct 2026
