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Sage CRM

CRM software that integrates with Sage business management solutions

Deployment
Hybrid
Pricing
Quote only
Target size
mid-size plants

Updated · By , Founder, MetaProject · How we rank

About Sage CRM

Sage CRM is a customer relationship management product offered as sales, marketing and service modules, or as a fully integrated CRM. The vendor's site describes features for tracking leads and opportunities, creating quotes and orders, forecasting sales, and running sales workflows. Marketing teams can identify lead sources and send targeted email campaigns, with the site noting integration with MailChimp for tracking campaigns.

The product is positioned as an extension of a Sage business management solution, such as Sage 200, giving teams a consolidated view of customer data. The site frames it for growing businesses that already use, or plan to use, other Sage products, rather than for a specific manufacturing or industry vertical. No deployment model (cloud, on-premise, or hybrid) is described on the pages reviewed.

Pricing is not disclosed anywhere in the source text; the site instead offers a callback request for interested businesses. Beyond the mention of MailChimp and a general reference to ERP or business management solutions like Sage 200, the site does not detail how other integrations work. Company information such as founding year, headquarters, or headcount is not present in the material provided.

Sage CRM screenshots

  • Payment analysis dashboard with budget totals, a payments table, and an AI assistant panel showing recommended bill payments
    Payment analysis dashboard with budget summary and Copilot bill recommendationsScreenshot: Sage CRM, from sage.com

Screenshots belong to Sage CRM and are taken from its public website. To have one removed, email info@shopfloorindex.com.

Sage CRM at a glance

Key facts about Sage CRM
HeadquartersUK
DeploymentHybrid
Pricing modelQuote only
Pricing (as reported)quote
Target sizemid-size manufacturers
IntegrationsMailChimp, Sage 200

Pricing and facts as reported by the vendor or public listings, checked when this profile was researched. Source: method.me.

Pros and cons

What works

  • Offers separate Sales, Marketing and Service modules or a fully integrated CRM
  • Documents integration with MailChimp for tracking email campaigns
  • Supports quote and order creation, sales forecasting, and lead-to-opportunity workflows

What does not

  • Pricing is not disclosed; buyers must request a callback
  • Deployment model (cloud, on-premise, or hybrid) is not described

Who Sage CRM is best for

Businesses already using a Sage business management solution, such as Sage 200, that want an integrated CRM layer.

Compared in

Alternatives to Sage CRM

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Facts on this page come from Sage CRM’s own documentation and pricing pages, plus what buyers tell us. Spotted something out of date? Tell us and we will fix it.