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Sales, service and marketing that pairs with Sage accounting in South Africa
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Overview
Sage CRM is the customer relationship layer that many South African businesses add when their Sage accounting system needs a proper front office. Its natural home is alongside Sage 200 Evolution: sales reps see a customer's full trading history, credit position and open orders from the books without leaving the CRM, which turns account management into something informed rather than guesswork. Pipeline, quotes, cases and marketing campaigns all live in one place.
For a mid sized SA sales team it covers the essentials well, contact and opportunity management, sales forecasting, a service desk for logging and tracking customer cases, and email marketing, with dashboards that give managers a read on the pipeline. It is offered both in the cloud and on premise, which suits businesses with connectivity or data residency concerns. Pricing is per user through Sage partners on a quotation, and the value case rests heavily on that tight link back to Sage financials.
Features
The headline features first, then the full list as the vendor states it.
Tight integration with Sage 200 Evolution financials
Sales, marketing and service in one system
Cloud or on premise deployment
Pipeline dashboards and sales forecasting
Integrations the vendor lists for Sage CRM. Check the fine print for plan limits before you rely on one.
Sage 200 EvolutionSage Business Cloud Accounting
Microsoft 365
Outlook
MailchimpScreenshots
A look at the screens you'll spend your day in.
Ratings
Every score below comes from verified reviews. Nothing is weighted or edited.
28 verified reviews
Head to head
Sage CRM against Capsule CRM, side by side. Same verified review data, no weighting.
Starting price
Custom
Starting price
R330/user/month
Pricing options
Pricing options
Ease of use
Ease of use
Value for money
Value for money
Customer service
Customer service
Functionality
Functionality
Reviews
28 verified reviews from people who use Sage CRM in their own business.
Melissa Clarke
Commercial Manager · Richards Bay Healthcare
16 January 2025
We host it on premise, which suited our connectivity and data concerns. Mobile is functional rather than slick.
Pros
Pipeline dashboards; case management that works.
Cons
Basic mobile experience; needs a partner to customise.
Claire Adams
Sales Manager · Potchefstroom Properties
1 April 2025
Reps see a customer's full trading history and credit position from Evolution without leaving the CRM.
Pros
Case management that works; pipeline dashboards.
Cons
Value depends on running Sage books.
Craig Mkhize
Sales Manager · Kimberley Properties
8 August 2024
Management finally has a live read on the pipeline instead of asking reps for updates. We stay because switching is more effort than the niggles.
The full archive, unedited. Or add your own and help the next buyer.
Alternatives
The closest competitors South African buyers weigh up, ranked by rating.
The simple CRM that small teams actually keep using
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R330/user/month
The salesperson's CRM that keeps deals moving
Starting from
R260/user/month
Freshworks' CRM with a genuinely useful free tier
Starting from
R165/user/month
FAQ
The questions South African buyers ask most about Sage CRM, answered from the data on this page.
No free trial is currently advertised. Ask Sage for a demo instead.
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