Sage CRM

Verified listing

Customer relationship management built to sit alongside Sage accounting and ERP

4.1Based on 204 reviews

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Ratings by dimension

Ease of use4.0
Value3.9
Support4.0
Features4.0

Rating distribution

5 stars
88
4 stars
68
3 stars
27
2 stars
16
1 star
5

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Verified reviews for Sage CRM

204 reviews matching your filters

Peter Bramley

Payroll manager · 51-200 employees · Property and lettings

United Kingdom

5.0

16 May 2025

Integration is the reason, not the UI

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

The interface is well behind HubSpot and the sales team notice.

Ease of use: 4.0
Value for money: 4.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years25 found this helpful

Gareth Begum

Bookkeeper · 11-50 employees · Charity and non-profit

United Kingdom

5.0

15 May 2025

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM, and on premise deployment satisfied our data policy. No complaints so far.

Pros

It was a far shorter project than integrating a third party CRM.

Cons

No published pricing and it comes through a partner.

Ease of use: 5.0
Value for money: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 1-2 years14 found this helpful

Freya Patel

Owner · 11-50 employees · Legal services

United Kingdom

2.0

12 May 2025

Dated, but it connects

The interface is well behind HubSpot and the sales team notice, and no published pricing and it comes through a partner. On premise deployment satisfied our data policy, which is about the only positive.

Pros

On premise deployment satisfied our data policy.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use: 3.0
Value for money: 2.0
Customer service: 2.0
Functionality: 2.0

Used for 6-12 months37 found this helpful

Adam Vaughan

Bookkeeper · 11-50 employees · Accounting

United Kingdom

4.0

5 May 2025

Integration is the reason, not the UI

Quotes flow into the finance system without rekeying, and sales can see live credit position from Sage 200 without leaving the record. The interface is well behind HubSpot and the sales team notice, but we live with it.

Pros

Quotes flow into the finance system without rekeying.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use: 5.0
Value for money: 5.0
Customer service: 4.0
Functionality: 3.0

Used for Less than 6 months38 found this helpful

Mohammed Stroud

Management accountant · 201-500 employees · Fitness and leisure

United Kingdom

5.0

20 Apr 2025

Sales finally see credit position

It was a far shorter project than integrating a third party CRM. Case management means service and sales share one customer view.

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.

Ease of use: 4.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months32 found this helpful

Emma Begum

Finance manager · 51-200 employees · Food and beverage

United Kingdom

5.0

18 Apr 2025

Dated, but it connects

It was a far shorter project than integrating a third party CRM. On premise deployment satisfied our data policy.

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.

Ease of use: 4.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years25 found this helpful

Michael Patel

Operations manager · 201-500 employees · Veterinary

United Kingdom

4.0

13 Apr 2025

Dated, but it connects

Case management means service and sales share one customer view. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 4.0
Value for money: 4.0
Customer service: 4.0
Functionality: 3.0

Used for 2+ years32 found this helpful

Gareth Patel

Office manager · 1-10 employees · Charity and non-profit

United Kingdom

5.0

13 Apr 2025

Fine if you are already on Sage

On premise deployment satisfied our data policy. Quotes flow into the finance system without rekeying.

Pros

On premise deployment satisfied our data policy.

Cons

Adoption was a fight until we made it the only route to quotes.

Ease of use: 5.0
Value for money: 4.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years16 found this helpful

Michael Stroud

Director · 11-50 employees · Retail

United Kingdom

4.0

8 Apr 2025

Sales finally see credit position

On premise deployment satisfied our data policy. Only real gripe is that the interface is well behind HubSpot and the sales team notice.

Pros

On premise deployment satisfied our data policy.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use: 4.0
Value for money: 4.0
Customer service: 3.0
Functionality: 4.0

Used for 2+ years33 found this helpful

Aisha Ashworth

Founder · 1-10 employees · Construction

United Kingdom

3.0

8 Apr 2025

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record. 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

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.

Ease of use: 3.0
Value for money: 4.0
Customer service: 3.0
Functionality: 3.0

Used for Less than 6 months37 found this helpful