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

David Ellery

Owner · 1-10 employees · Veterinary

United Kingdom

4.0

13 Feb 2025

Dated, but it connects

It was a far shorter project than integrating a third party CRM. Only real gripe is that little reason to pick it if you are not already on Sage finance.

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: 4.0
Value for money: 4.0
Customer service: 4.0
Functionality: 4.0

Used for 1-2 years25 found this helpful

Richard Sinclair

Financial controller · 201-500 employees · Engineering

LinkedIn verifiedUnited Kingdom

3.0

10 Feb 2025

Dated, but it connects

It was a far shorter project than integrating a third party CRM. That said, little reason to pick it if you are not already on Sage finance and adoption was a fight until we made it the only route to quotes.

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

Used for Less than 6 months5 found this helpful

Adam Sinclair

Director · 11-50 employees · Marketing and advertising

LinkedIn verifiedUnited Kingdom

4.0

8 Feb 2025

Chosen for the Sage 200 link

Sales can see live credit position from Sage 200 without leaving the record, and it was a far shorter project than integrating a third party CRM. Marketing automation is basic, we run a separate tool, but we live with it.

Pros

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

Cons

Marketing automation is basic, we run a separate tool.

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

Used for 6-12 months35 found this helpful

Claire Halliwell

Bookkeeper · 1-10 employees · Food and beverage

United Kingdom

2.0

26 Jan 2025

Integration is the reason, not the UI

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. Quotes flow into the finance system without rekeying, which is about the only positive.

Pros

Quotes flow into the finance system without rekeying.

Cons

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

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

Used for 2+ years21 found this helpful

Freya Bhatti

Financial controller · 51-200 employees · Engineering

United Kingdom

2.0

24 Jan 2025

Fine if you are already on Sage

The interface is well behind HubSpot and the sales team notice, and little reason to pick it if you are not already on Sage finance. 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: 2.0
Value for money: 1.0
Customer service: 2.0
Functionality: 2.0

Used for Less than 6 months18 found this helpful

Louise Osei

Finance business partner · 1000+ employees · Food and beverage

United Kingdom

5.0

23 Jan 2025

Fine if you are already on Sage

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

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years23 found this helpful

Kevin Radcliffe

Office manager · 11-50 employees · Accounting

United Kingdom

4.0

22 Jan 2025

Integration is the reason, not the UI

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: 5.0
Value for money: 4.0
Customer service: 4.0
Functionality: 4.0

Used for 6-12 months35 found this helpful

Eleanor Sandhu

Group financial controller · 1000+ employees · Marketing and advertising

United Kingdom

5.0

16 Jan 2025

Fine if you are already on Sage

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

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 6-12 months24 found this helpful

David Corrigan

Office manager · 1-10 employees · Wholesale

United Kingdom

2.0

15 Jan 2025

Chosen for the Sage 200 link

Marketing automation is basic, we run a separate tool, and little reason to pick it if you are not already on Sage finance. Quotes flow into the finance system without rekeying, which is about the only positive.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

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

Used for 1-2 years2 found this helpful

Olivia Stroud

Office manager · 11-50 employees · Professional services

United Kingdom

4.0

1 Jan 2025

Sales finally see credit position

Sales can see live credit position from Sage 200 without leaving the record, and case management means service and sales share one customer view. The interface is well behind HubSpot and the sales team notice, but we live with it.

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: 4.0
Value for money: 4.0
Customer service: 3.0
Functionality: 4.0

Used for 1-2 years16 found this helpful