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Sage CRM reviews

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Showing 1 to 20 of 28 reviews

MC

Melissa Clarke

Commercial Manager · Richards Bay Healthcare

16 January 2025

Healthcare · 51–200 employees South Africa Used for 2+ years

Fine for the basics, thin at the edges

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.

36 people found this review helpful
CA

Claire Adams

Sales Manager · Potchefstroom Properties

1 April 2025

Real Estate · 51–200 employees South Africa Used for 2+ years

Quotes linked to real credit positions

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.

23 people found this review helpful
CM

Craig Mkhize

Sales Manager · Kimberley Properties

8 August 2024

Real Estate · 201–500 employees South Africa Used for 2+ years

The service desk keeps cases from slipping

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.

16 people found this review helpful
LN

Lindiwe Nel

Commercial Manager · Ndlovu Mining Supplies

28 October 2025

Mining · 51–200 employees South Africa Used for 2+ years

Reps see the full trading history

The service desk logs and tracks customer cases so nothing slips through anymore.

Pros

Sales, service and marketing in one; tight link to Sage 200 Evolution.

Cons

Value depends on running Sage books.

15 people found this review helpful
NM

Nicole Modise

Commercial Manager

27 April 2025

Real Estate · 51–200 employees South Africa Used for 2+ years

Too many small irritations

Based in Kimberley, serving clients across the Northern Cape. Setup and customisation need a partner to do properly. The interface shows its age compared to the flashy cloud CRMs.

Pros

Quotes tied to accounting.

Cons

Customisation cost more than we planned.

12 people found this review helpful
WW

Wayne Williams

Commercial Manager · Jacaranda Mining Supplies

7 October 2024

Mining · 201–500 employees South Africa Used for 6–12 months

Pipeline finally visible to management

We moved across from our previous system last year. The service desk logs and tracks customer cases so nothing slips through anymore. Worth the investment.

Pros

Cloud or on premise choice; quotes tied to accounting.

12 people found this review helpful
YN

Yusuf Naidoo

Managing Director · Reddy Engineering

3 September 2024

Manufacturing · 201–500 employees South Africa Used for 1–2 years

Forecasting we can actually trust

We host it on premise, which suited our connectivity and data concerns.

Pros

Cloud or on premise choice; pipeline dashboards; tight link to Sage 200 Evolution.

Cons

Needs a partner to customise.

12 people found this review helpful
KV

Karabo Venter

Sales Director · Zwane Properties

10 August 2024

Real Estate · 201–500 employees South Africa Used for 1–2 years

Forecasting we can actually trust

Management finally has a live read on the pipeline instead of asking reps for updates.

Pros

Tight link to Sage 200 Evolution; quotes tied to accounting.

Cons

Dated interface.

12 people found this review helpful
MB

Mpho Botha

Commercial Manager · Moodley Agri Holdings

10 November 2025

Agriculture · 51–200 employees South Africa Used for 2+ years

Quotes linked to real credit positions

Quotes pull real pricing from the books so we stop promising numbers we cannot honour.

Pros

Quotes tied to accounting; cloud or on premise choice.

11 people found this review helpful
KI

Kavitha Isaacs

Rep Team Lead · Rustenburg Construction Holdings

16 August 2024

Construction · 11–50 employees South Africa Used for 6–12 months

Pairs beautifully with our Evolution books

We moved across from our previous system last year. Quotes pull real pricing from the books so we stop promising numbers we cannot honour. Management finally has a live read on the pipeline instead of asking reps for updates.

Pros

Sales, service and marketing in one; case management that works.

Cons

Basic mobile experience.

11 people found this review helpful
SM

Sipho Mofokeng

Sales Director · Gqeberha Foods

6 May 2025

Food & Beverage · 11–50 employees South Africa Used for 6–12 months

Mostly smooth, occasionally frustrating

Our business works across the Eastern Cape from Gqeberha. We host it on premise, which suited our connectivity and data concerns. Decent value if you keep it simple.

Pros

Quotes tied to accounting; tight link to Sage 200 Evolution; case management that works.

Cons

Basic mobile experience.

10 people found this review helpful
NC

Nadia Coetzee

Sales Director · Nelspruit Foods Holdings

24 November 2025

Food & Beverage · 201–500 employees South Africa Used for 2+ years

Cloud or on prem, our choice

Management finally has a live read on the pipeline instead of asking reps for updates.

Pros

Sales, service and marketing in one; tight link to Sage 200 Evolution.

9 people found this review helpful
NA

Nicole Adams

National Sales Manager · Govender Distribution (Pty) Ltd

8 November 2025

Wholesale · 11–50 employees South Africa Used for Less than 6 months

Not quite the experience we were sold

We moved across from our previous system last year. The real value only lands if you already run Sage financials. Think carefully before you commit.

Cons

It feels a generation behind cloud rivals; value depends on running Sage books.

8 people found this review helpful
JN

Jaco Ngcobo

Rep Team Lead

11 September 2025

Mining · 201–500 employees South Africa Used for 6–12 months

Pipeline finally visible to management

We compared a few options before committing. We host it on premise, which suited our connectivity and data concerns. Management finally has a live read on the pipeline instead of asking reps for updates.

Pros

Quotes tied to accounting; case management that works; sales, service and marketing in one.

8 people found this review helpful
FL

Fatima le Roux

Sales Manager · Durban Mining Supplies Group

6 August 2025

Mining · 51–200 employees South Africa Used for 2+ years

The service desk keeps cases from slipping

Typical KZN business, tight margins, no time to waste. Quotes pull real pricing from the books so we stop promising numbers we cannot honour.

Pros

Case management that works; pipeline dashboards; tight link to Sage 200 Evolution.

Cons

Basic mobile experience.

8 people found this review helpful
LV

Lindiwe van der Merwe

Managing Director · Legacy Properties

10 June 2026

Real Estate · 51–200 employees South Africa Used for Less than 6 months

Sales and finance on the same page

We moved across from our previous system last year. Reps see a customer's full trading history and credit position from Evolution without leaving the CRM. Saved us real time every month.

Pros

Pipeline dashboards; sales, service and marketing in one.

Cons

Needs a partner to customise.

7 people found this review helpful
SP

Sipho Phiri

Commercial Manager · Hendricks Logistics

15 March 2025

Logistics · 11–50 employees South Africa Used for 2+ years

Mostly smooth, occasionally frustrating

Reps see a customer's full trading history and credit position from Evolution without leaving the CRM. The interface shows its age compared to the flashy cloud CRMs.

7 people found this review helpful
PI

Priya Ismail

Commercial Manager

17 June 2026

Real Estate · 11–50 employees South Africa Used for 1–2 years

Quotes linked to real credit positions

Forecasting improved once every opportunity lived in one place. The service desk logs and tracks customer cases so nothing slips through anymore.

Pros

Cloud or on premise choice; quotes tied to accounting.

6 people found this review helpful
NM

Nomvula Molefe

Commercial Manager · Baobab Logistics Holdings

7 November 2025

Logistics · 51–200 employees South Africa Used for 2+ years

Solid but the reporting holds it back

Forecasting improved once every opportunity lived in one place. The interface shows its age compared to the flashy cloud CRMs.

Pros

Pipeline dashboards; case management that works.

Cons

Needs a partner to customise.

6 people found this review helpful
CG

Christelle Govender

Sales Manager · Jacaranda Engineering

2 July 2025

Manufacturing · 51–200 employees South Africa Used for 6–12 months

Solid but the reporting holds it back

Forecasting improved once every opportunity lived in one place. The real value only lands if you already run Sage financials. Watching the annual price though.

6 people found this review helpful