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Sage CRM

by Sage CRM

Paid AndroidAPIiPhoneSelf-hostedWebWindows

Visit Sage CRM Alternatives Pricing

Sage CRM's own site

What Sage CRM is

Sage CRM is a customer relationship management system that brings sales, marketing and service information into one place for businesses to manage customer relationships and make decisions. Sales tools cover lead capture and conversion, opportunity management, quotes, orders, workflows and forecasting. Users can review sales reports and dashboards, view a Sales Funnel, and build reports with the reporting tools. Marketing features support targeted and multi-channel campaigns, campaign reporting and lead tracking. Sage CRM can add contacts to Mailchimp audiences and show campaign opens, clicks and bounces; it also supports SurveyMonkey surveys with responses tracked in the CRM. For customer service, it includes case management, a searchable knowledgebase, an online self-service portal, and standard or custom reports. Sage describes the product as an extension to an existing Sage business management solution for businesses in a variety of industries. Deployment is on-premise or through partner-hosted access. Sage CRM 2026 R1 applies to standalone use and integrations with Sage 50, 100, 200, 300, X3 and Intacct. Pricing is available on request, and subscription support comes from the Sage Partner confirmed by Sage.

Who it suits

Sage CRM suits businesses that want sales, marketing and service information managed together, particularly those extending an existing Sage business management solution. Its campaign, customer-service and reporting tools also suit teams that need to manage customer interactions across those functions.

What it does well

  • Combines sales, marketing and service information.
  • Sales tools cover leads, opportunities, quotes, orders and forecasting.
  • Tracks Mailchimp campaign opens, clicks and bounces.
  • Includes case management and an online self-service portal.
  • Offers on-premise and partner-hosted deployment.

What to know first

  • Pricing is available on request.
  • Subscription support is provided by the Sage Partner confirmed by Sage.
  • Undocumented configurations and third-party components are not supported.

Plans

PlanBilled and limitsPrice
Sage CRMPrice available by callback requestOn request

As sage.com lists them, read 12 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Sage CRM website.
  2. Request pricing for the Sage CRM plan.
  3. Choose on-premise deployment or partner-hosted access.
  4. Arrange subscription support through the Sage Partner confirmed by Sage.
  5. Use the applicable Sage CRM 2026 R1 integration if connecting Sage 50, 100, 200, 300, X3 or Intacct.

Verdict

Choose Sage CRM if your business wants sales, marketing and service workflows connected, especially as an extension to an existing Sage management solution. Look elsewhere if you need public pricing or rely on configurations and third-party components that are not documented in Sage's Help Centre.

Questions

How much does Sage CRM cost?

Pricing is available on request.

Which platforms are listed for Sage CRM?

The listed platforms are Android, API, iOS, self-hosted, web and Windows.

Does Sage CRM offer a mobile app?

The platform listing says no mobile app. Sage also says sales users can access customer data on the go using its Android and iPhone apps.

Can Sage CRM connect with Mailchimp?

Yes. It can add CRM contacts to Mailchimp audiences and manage targeted campaigns, with opens, clicks and bounces visible in Sage CRM.

What deployment options are described?

Sage's terms describe an on-premise solution and partner-hosted access.

What Sage products does Sage CRM 2026 R1 integrate with?

It applies to integrations with Sage 50, Sage 100, Sage 200, Sage 300, Sage X3 and Sage Intacct, as well as standalone CRM.

Facts from Sage CRM's own pages

Audience
Sage describes CRM as extending an existing Sage business management solution and highlights use by businesses across a variety of industries. · sage.com, 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, 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, 12 Oct 2026
Email sync
Yes · sage.com, 19 Sept 2026
Founded
1981 · sage.com, 4 Oct 2026
Headquarters
Newcastle upon Tyne, United Kingdom · sage.com, 4 Oct 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, 12 Oct 2026
Marketing automation
Yes · sage.com, 19 Sept 2026
Marketing campaigns
Sage CRM supports targeted campaigns, campaign reporting, lead tracking and multi-channel campaign management. · sage.com, 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, 12 Oct 2026
Mobile app
No · sage.com, 19 Sept 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, 12 Oct 2026
Reporting
Users can view sales reports, dashboards and a Sales Funnel, and create reports using reporting tools. · sage.com, 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, 12 Oct 2026
Sales
The sales features cover lead capture and conversion, opportunity management, quotes, orders, workflows and forecasting. · sage.com, 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, 12 Oct 2026
SurveyMonkey
The marketing page describes running customer surveys through SurveyMonkey and tracking responses in Sage CRM. · sage.com, 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, 12 Oct 2026

Where Sage CRM stands on Freedom251

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