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

Emma Dunmore

HR director · 501-1000 employees · Construction

United Kingdom

4.0

5 Oct 2024

Sales finally see credit position

It was a far shorter project than integrating a third party CRM. Only real gripe is that no published pricing and it comes through a partner.

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: 4.0
Functionality: 4.0

Used for Less than 6 months24 found this helpful

Ian Holloway

Management accountant · 51-200 employees · Construction

LinkedIn verifiedUnited Kingdom

5.0

26 Sep 2024

Chosen for the Sage 200 link

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 months12 found this helpful

Jodie Sandhu

HR manager · 51-200 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

4.0

25 Sep 2024

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM. Only real gripe is that marketing automation is basic, we run a separate tool.

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

Used for 2+ years12 found this helpful

Andrew Vaughan

Payroll manager · 51-200 employees · Logistics and transport

LinkedIn verifiedUnited Kingdom

4.0

23 Sep 2024

Dated, but it connects

It was a far shorter project than integrating a third party CRM. Only real gripe is that marketing automation is basic, we run a separate tool.

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

Used for 1-2 years37 found this helpful

Simon Mackenzie

Financial controller · 51-200 employees · Veterinary

LinkedIn verifiedUnited Kingdom

3.0

19 Sep 2024

Sales finally see credit position

Sales can see live credit position from Sage 200 without leaving the record. That said, marketing automation is basic, we run a separate tool and no published pricing and it comes through a partner.

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: 3.0
Value for money: 4.0
Customer service: 2.0
Functionality: 4.0

Used for Less than 6 months14 found this helpful

David Iqbal

Bookkeeper · 11-50 employees · Wholesale

LinkedIn verifiedUnited Kingdom

4.0

18 Sep 2024

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. No published pricing and it comes through a partner, but we live with it.

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

Used for 1-2 years33 found this helpful

Peter Iqbal

Owner · 11-50 employees · Food and beverage

United Kingdom

4.0

8 Sep 2024

Fine if you are already on Sage

Case management means service and sales share one customer view, and it was a far shorter project than integrating a third party CRM. No published pricing and it comes through a partner, but we live with it.

Pros

Case management means service and sales share one customer view.

Cons

No published pricing and it comes through a partner.

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

Used for 2+ years15 found this helpful

Rachel Stroud

HR manager · 51-200 employees · IT services

United Kingdom

5.0

1 Sep 2024

Chosen for the Sage 200 link

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

Pros

On premise deployment satisfied our data policy.

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: 5.0

Used for 2+ years13 found this helpful

Amy Dunmore

Bookkeeper · 1-10 employees · Veterinary

LinkedIn verifiedUnited Kingdom

4.0

17 Aug 2024

Integration is the reason, not the UI

Quotes flow into the finance system without rekeying, and it was a far shorter project than integrating a third party CRM. 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: 4.0
Customer service: 4.0
Functionality: 4.0

Used for 1-2 years23 found this helpful

Rebecca Ellery

HR manager · 51-200 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

2.0

14 Aug 2024

Sales finally see credit position

No published pricing and it comes through a partner, and the interface is well behind HubSpot and the sales team notice. 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

No published pricing and it comes through a partner.

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

Used for 1-2 years5 found this helpful