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Sage CRM

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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 stars88
  • 4 stars68
  • 3 stars27
  • 2 stars16
  • 1 star5

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Verified reviews for Sage CRM

204 reviews matching your filters

Zoe Whitfield

Sole trader · 1-10 employees · Veterinary

LinkedIn verifiedUnited Kingdom
4.0

24 Dec 2024

Sales finally see credit position

Sales can see live credit position from Sage 200 without leaving the record, and on premise deployment satisfied our data policy. 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
5.0
Functionality
4.0
Used for 1-2 years33 found this helpful

Daniel Wexford

Operations manager · 51-200 employees · Legal services

United Kingdom
5.0

19 Dec 2024

Fine if you are already on Sage

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

No published pricing and it comes through a partner.

Ease of use
4.0
Value for money
5.0
Customer service
4.0
Functionality
4.0
Used for 6-12 months11 found this helpful

Andrew Kowalski

Management accountant · 51-200 employees · Hospitality

United Kingdom
5.0

15 Dec 2024

Integration is the reason, not the UI

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.

Ease of use
4.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 1-2 years2 found this helpful

Stephen Patel

Practice manager · 11-50 employees · Engineering

United Kingdom
3.0

11 Dec 2024

Dated, but it connects

It was a far shorter project than integrating a third party CRM. That said, the interface is well behind HubSpot and the sales team notice and marketing automation is basic, we run a separate tool.

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.

Ease of use
3.0
Value for money
3.0
Customer service
4.0
Functionality
4.0
Used for 2+ years24 found this helpful

Rebecca Sandhu

Owner · 1-10 employees · Marketing and advertising

United Kingdom
5.0

11 Dec 2024

Sales finally see credit position

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

Marketing automation is basic, we run a separate tool.

Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 6-12 months9 found this helpful

Rebecca Bhatti

Head of payroll · 501-1000 employees · Logistics and transport

United Kingdom
2.0

8 Dec 2024

Sales finally see credit position

No published pricing and it comes through a partner, and marketing automation is basic, we run a separate tool. Quotes flow into the finance system without rekeying, which is about the only positive.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

Ease of use
2.0
Value for money
3.0
Customer service
2.0
Functionality
3.0
Used for 6-12 months23 found this helpful

Nicola Ainsley

Bookkeeper · 11-50 employees · Retail

LinkedIn verifiedUnited Kingdom
3.0

6 Dec 2024

Chosen for the Sage 200 link

Mixed. On premise deployment satisfied our data policy, but marketing automation is basic, we run a separate tool.

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
3.0
Customer service
4.0
Functionality
2.0
Used for 2+ years20 found this helpful

Hannah Fairbanks

Operations manager · 201-500 employees · Food and beverage

United Kingdom
2.0

5 Dec 2024

Fine if you are already on Sage

No published pricing and it comes through a partner, and marketing automation is basic, we run a separate tool. On premise deployment satisfied our data policy, which is about the only positive.

Pros

On premise deployment satisfied our data policy.

Cons

No published pricing and it comes through a partner.

Ease of use
2.0
Value for money
2.0
Customer service
1.0
Functionality
3.0
Used for 6-12 months6 found this helpful

Bethany Mackenzie

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

United Kingdom
4.0

1 Dec 2024

Chosen for the Sage 200 link

On premise deployment satisfied our data policy. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

On premise deployment satisfied our data policy.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use
3.0
Value for money
3.0
Customer service
3.0
Functionality
4.0
Used for 6-12 months23 found this helpful

Mohammed Radcliffe

Owner · 1-10 employees · Veterinary

LinkedIn verifiedUnited Kingdom
4.0

30 Nov 2024

Fine if you are already on Sage

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that little reason to pick it if you are not already on Sage finance.

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.

Ease of use
3.0
Value for money
4.0
Customer service
4.0
Functionality
4.0
Used for Less than 6 months36 found this helpful