Customer relationship management built to sit alongside Sage accounting and ERP
204 reviews matching your filters
Ian Trelawny
Financial controller · 51-200 employees · Logistics and transport
30 Jul 2026
Quotes flow into the finance system without rekeying. On premise deployment satisfied our data policy.
Pros
Quotes flow into the finance system without rekeying.
Cons
Little reason to pick it if you are not already on Sage finance.
Christopher Marsden
Office manager · 11-50 employees · Retail
30 Jul 2026
Case management means service and sales share one customer view, and on premise deployment satisfied our data policy. No complaints so far.
Pros
Case management means service and sales share one customer view.
Cons
Marketing automation is basic, we run a separate tool.
Nicola Adeyemi
Office manager · 11-50 employees · IT services
20 Jul 2026
It was a far shorter project than integrating a third party CRM. Sales can see live credit position from Sage 200 without leaving the record.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
Adoption was a fight until we made it the only route to quotes.
Peter Okonkwo
Payroll manager · 51-200 employees · Charity and non-profit
14 Jul 2026
On premise deployment satisfied our data policy. Quotes flow into the finance system without rekeying.
Pros
On premise deployment satisfied our data policy.
Cons
Little reason to pick it if you are not already on Sage finance.
Owen Dunmore
Bookkeeper · 11-50 employees · Recruitment
10 Jul 2026
Quotes flow into the finance system without rekeying. Case management means service and sales share one customer view.
Pros
Quotes flow into the finance system without rekeying.
Cons
Adoption was a fight until we made it the only route to quotes.
Sophie Wexford
Sole trader · 11-50 employees · Food and beverage
8 Jul 2026
It was a far shorter project than integrating a third party CRM, and quotes flow into the finance system without rekeying. No complaints so far.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
Little reason to pick it if you are not already on Sage finance.
Mark Ferreira
Director · 1-10 employees · Food and beverage
4 Jul 2026
It was a far shorter project than integrating a third party CRM. Quotes flow into the finance system without rekeying.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
Adoption was a fight until we made it the only route to quotes.
Owen Wexford
Office manager · 1-10 employees · Veterinary
23 Jun 2026
Quotes flow into the finance system without rekeying, and sales can see live credit position from Sage 200 without leaving the record. No published pricing and it comes through a partner, but we live with it.
Pros
Quotes flow into the finance system without rekeying.
Cons
No published pricing and it comes through a partner.
Rebecca Marsden
Finance manager · 201-500 employees · Professional services
18 Jun 2026
On premise deployment satisfied our data policy. Case management means service and sales share one customer view.
Pros
On premise deployment satisfied our data policy.
Cons
Marketing automation is basic, we run a separate tool.
Simon Adeyemi
Bookkeeper · 11-50 employees · Construction
16 Jun 2026
Quotes flow into the finance system without rekeying. Case management means service and sales share one customer view.
Pros
Quotes flow into the finance system without rekeying.
Cons
Marketing automation is basic, we run a separate tool.