Sage CRM

Spec sheet

What it does

Sage CRM brings together sales, marketing and service information to help businesses manage customer relationships and make decisions.Read 12 Oct 2026 · sage.com

Audience

Sage describes CRM as extending an existing Sage business management solution and highlights use by businesses across a variety of industries.Read 12 Oct 2026 · sage.com

Headquarters

Newcastle upon Tyne, United KingdomRead 4 Oct 2026 · sage.com

Founded

1981Read 4 Oct 2026 · sage.com

Customer service

Service features include case management, a searchable knowledgebase, an online self-service portal and standard or custom reports.Read 12 Oct 2026 · sage.com

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.Read 12 Oct 2026 · sage.com

Email sync

YesRead 19 Sep 2026 · sage.com

Mailchimp integration

Sage CRM can add CRM contacts to Mailchimp audiences and manage targeted campaigns, with opens, clicks and bounces visible in Sage CRM.Read 12 Oct 2026 · sage.com

Marketing automation

YesRead 19 Sep 2026 · sage.com

Marketing campaigns

Sage CRM supports targeted campaigns, campaign reporting, lead tracking and multi-channel campaign management.Read 12 Oct 2026 · sage.com

Mobile access

Sage says sales users can access customer data on the go using its mobile apps for Android and iPhone.Read 12 Oct 2026 · sage.com

Mobile app

NoRead 19 Sep 2026 · sage.com

Notable compatibility limit

Sage says configurations and third-party components not documented in its Help Centre have not been tested and are not supported.Read 12 Oct 2026 · communityhub.sage.com

Reporting

Users can view sales reports, dashboards and a Sales Funnel, and create reports using reporting tools.Read 12 Oct 2026 · sage.com

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.Read 12 Oct 2026 · communityhub.sage.com

Sales

The sales features cover lead capture and conversion, opportunity management, quotes, orders, workflows and forecasting.Read 12 Oct 2026 · sage.com

Security update

Sage CRM 2026 R1 included application-stack security enhancements, stronger application-server controls and an Apache Tomcat security fix.Read 12 Oct 2026 · communityhub.sage.com

SurveyMonkey

The marketing page describes running customer surveys through SurveyMonkey and tracking responses in Sage CRM.Read 12 Oct 2026 · sage.com

Plans and prices

Every Sage CRM plan and price →

Where Specifiction places it

• CRM Software#115 of 2448.0
• Manufacturing CRM Software#25 of 327.5
• Sales Force Automation Software#35 of 427.4
• Customer Relationship Management - Enterprise Software#19 of 227.5
• Customer Relationship Management - Midmarket Software#25 of 277.4