Customer relationship management built to sit alongside Sage accounting and ERP
204 reviews matching your filters
Louise Ferreira
Office manager · 11-50 employees · Fitness and leisure
15 Jul 2025
Case management means service and sales share one customer view. On premise deployment satisfied our data policy.
Pros
Case management means service and sales share one customer view.
Cons
Marketing automation is basic, we run a separate tool.
Fiona Fairbanks
Practice manager · 11-50 employees · IT services
9 Jul 2025
Sales can see live credit position from Sage 200 without leaving the record, and on premise deployment satisfied our data policy. No complaints so far.
Pros
Sales can see live credit position from Sage 200 without leaving the record.
Cons
Little reason to pick it if you are not already on Sage finance.
Christopher Whitfield
Sole trader · 11-50 employees · Manufacturing
6 Jul 2025
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
No published pricing and it comes through a partner.
Martin Wexford
Bookkeeper · 11-50 employees · Engineering
4 Jul 2025
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
The interface is well behind HubSpot and the sales team notice.
Richard Devlin
Director · 1-10 employees · Engineering
2 Jul 2025
Mixed. Sales can see live credit position from Sage 200 without leaving the record, but the interface is well behind HubSpot and the sales team notice.
Pros
Sales can see live credit position from Sage 200 without leaving the record.
Cons
The interface is well behind HubSpot and the sales team notice.
Megan Bhatti
Practice manager · 1-10 employees · Food and beverage
30 Jun 2025
Sales can see live credit position from Sage 200 without leaving the record. Case management means service and sales share one customer view.
Pros
Sales can see live credit position from Sage 200 without leaving the record.
Cons
Little reason to pick it if you are not already on Sage finance.
Martin Kaur
Owner · 1-10 employees · Veterinary
19 Jun 2025
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.
Priya Ferreira
Company secretary · 51-200 employees · Engineering
14 Jun 2025
Quotes flow into the finance system without rekeying, and case management means service and sales share one customer view. No complaints so far.
Pros
Quotes flow into the finance system without rekeying.
Cons
No published pricing and it comes through a partner.
Mark Holloway
Financial controller · 51-200 employees · Wholesale
13 Jun 2025
Quotes flow into the finance system without rekeying. That said, the interface is well behind HubSpot and the sales team notice and adoption was a fight until we made it the only route to quotes.
Pros
Quotes flow into the finance system without rekeying.
Cons
The interface is well behind HubSpot and the sales team notice.
Jodie Lockhart
Bookkeeper · 11-50 employees · Logistics and transport
8 Jun 2025
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
No published pricing and it comes through a partner.