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

Mark Kaur

Director · 1-10 employees · Legal services

LinkedIn verifiedUnited Kingdom

5.0

26 Nov 2024

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. No complaints so far.

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

Used for 6-12 months14 found this helpful

Hannah Begum

Finance manager · 201-500 employees · Retail

LinkedIn verifiedUnited Kingdom

4.0

20 Nov 2024

Chosen for the Sage 200 link

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that 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

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: 4.0

Used for 2+ years32 found this helpful

Charlotte Dunmore

Office manager · 1-10 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

5.0

16 Nov 2024

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying, and on premise deployment satisfied our data policy. No complaints so far.

Pros

Quotes flow into the finance system without rekeying.

Cons

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

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

Used for 1-2 years30 found this helpful

James Ainsley

Finance manager · 201-500 employees · Property and lettings

United Kingdom

5.0

12 Nov 2024

Integration is the reason, not the UI

Quotes flow into the finance system without rekeying, and on premise deployment satisfied our data policy. No complaints so far.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

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

Used for 1-2 years4 found this helpful

Mark Baptiste

Payroll manager · 51-200 employees · Hospitality

United Kingdom

5.0

10 Nov 2024

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. No complaints so far.

Pros

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

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 months16 found this helpful

Sarah Pemberton

Financial controller · 51-200 employees · Education

United Kingdom

3.0

26 Oct 2024

Fine if you are already on Sage

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 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

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

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

Used for 1-2 years11 found this helpful

Hannah Middleton

Management accountant · 201-500 employees · Recruitment

United Kingdom

4.0

24 Oct 2024

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM. Only real gripe is that the interface is well behind HubSpot and the sales team notice.

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: 5.0
Functionality: 4.0

Used for 2+ years39 found this helpful

Bethany Iqbal

Payroll manager · 201-500 employees · Engineering

LinkedIn verifiedUnited Kingdom

4.0

24 Oct 2024

Integration is the reason, not the UI

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: 3.0
Customer service: 3.0
Functionality: 3.0

Used for 1-2 years13 found this helpful

Rebecca Cavendish

Finance manager · 51-200 employees · Healthcare

United Kingdom

2.0

19 Oct 2024

Dated, but it connects

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

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

Ease of use: 2.0
Value for money: 1.0
Customer service: 3.0
Functionality: 1.0

Used for 6-12 months14 found this helpful

Robert Fairbanks

Owner · 11-50 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

5.0

7 Oct 2024

Dated, but it connects

Sales can see live credit position from Sage 200 without leaving the record. It was a far shorter project than integrating a third party CRM.

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

Used for 1-2 years