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

Thomas Bhatti

Bookkeeper · 1-10 employees · Logistics and transport

United Kingdom

4.0

7 Apr 2025

Sales finally see credit position

Case management means service and sales share one customer view, and sales can see live credit position from Sage 200 without leaving the record. Little reason to pick it if you are not already on Sage finance, but we live with it.

Pros

Case management means service and sales share one customer view.

Cons

Little reason to pick it if you are not already on Sage finance.

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

Used for 2+ years3 found this helpful

Christopher Osei

Operations manager · 51-200 employees · Marketing and advertising

United Kingdom

5.0

19 Mar 2025

Chosen for the Sage 200 link

On premise deployment satisfied our data policy. Sales can see live credit position from Sage 200 without leaving the record.

Pros

On premise deployment satisfied our data policy.

Cons

Marketing automation is basic, we run a separate tool.

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

Used for 6-12 months12 found this helpful

Michael Ferreira

Owner · 1-10 employees · Veterinary

United Kingdom

2.0

15 Mar 2025

Chosen for the Sage 200 link

Little reason to pick it if you are not already on Sage finance, and marketing automation is basic, we run a separate tool. It was a far shorter project than integrating a third party CRM, which is about the only positive.

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.

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

Used for Less than 6 months4 found this helpful

Daniel Middleton

Finance director · 501-1000 employees · Veterinary

United Kingdom

5.0

14 Mar 2025

Sales finally see credit position

Case management means service and sales share one customer view. Sales can see live credit position from Sage 200 without leaving the record.

Pros

Case management means service and sales share one customer view.

Cons

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

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

Used for Less than 6 months13 found this helpful

Helen Vaughan

Owner · 1-10 employees · Retail

United Kingdom

4.0

8 Mar 2025

Chosen for the Sage 200 link

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that no published pricing and it comes through a partner.

Pros

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

Cons

No published pricing and it comes through a partner.

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

Used for 6-12 months2 found this helpful

Kevin Kaur

Owner · 1-10 employees · Veterinary

United Kingdom

4.0

27 Feb 2025

Fine if you are already on Sage

Quotes flow into the finance system without rekeying. Only real gripe is that no published pricing and it comes through a partner.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

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

Used for 2+ years19 found this helpful

Emma Radcliffe

Founder · 1-10 employees · Charity and non-profit

LinkedIn verifiedUnited Kingdom

4.0

24 Feb 2025

Sales finally see credit position

Case management means service and sales share one customer view. Only real gripe is that adoption was a fight until we made it the only route to quotes.

Pros

Case management means service and sales share one customer view.

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: 3.0
Functionality: 4.0

Used for 1-2 years35 found this helpful

Martin Sinclair

Financial controller · 51-200 employees · Engineering

United Kingdom

5.0

22 Feb 2025

Sales finally see credit position

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.

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

Used for 2+ years10 found this helpful

Robert Cavendish

HR manager · 51-200 employees · Hospitality

United Kingdom

3.0

20 Feb 2025

Sales finally see credit position

It was a far shorter project than integrating a third party CRM. That said, no published pricing and it comes through a partner and marketing automation is basic, we run a separate tool.

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: 3.0
Value for money: 3.0
Customer service: 2.0
Functionality: 3.0

Used for 2+ years17 found this helpful

Christopher Osei

Bookkeeper · 11-50 employees · Retail

United Kingdom

4.0

20 Feb 2025

Chosen for the Sage 200 link

Case management means service and sales share one customer view. Only real gripe is that little reason to pick it if you are not already on Sage finance.

Pros

Case management means service and sales share one customer view.

Cons

Little reason to pick it if you are not already on Sage finance.

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

Used for Less than 6 months11 found this helpful