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 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

Christopher Colquhoun

HR manager · 51-200 employees · Logistics and transport

United Kingdom

5.0

12 Aug 2024

Integration is the reason, not the UI

Quotes flow into the finance system without rekeying. It was a far shorter project than integrating a third party CRM.

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months36 found this helpful

Emma Okonkwo

Bookkeeper · 11-50 employees · Manufacturing

United Kingdom

5.0

12 Aug 2024

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM. Quotes flow into the finance system without rekeying.

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

Used for 2+ years34 found this helpful

Priya Iqbal

Head of finance · 501-1000 employees · Recruitment

United Kingdom

4.0

11 Aug 2024

Dated, but it connects

On premise deployment satisfied our data policy, and sales can see live credit position from Sage 200 without leaving the record. Adoption was a fight until we made it the only route to quotes, but we live with it.

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: 3.0
Value for money: 3.0
Customer service: 5.0
Functionality: 3.0

Used for 2+ years16 found this helpful

David Begum

Director · 1-10 employees · Veterinary

United Kingdom

4.0

10 Aug 2024

Fine if you are already on Sage

Quotes flow into the finance system without rekeying, 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

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 6-12 months20 found this helpful

Laura Radcliffe

Founder · 1-10 employees · Professional services

United Kingdom

5.0

10 Aug 2024

Dated, but it connects

Case management means service and sales share one customer view, and quotes flow into the finance system without rekeying. No complaints so far.

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: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years33 found this helpful

Emma Patel

Founder · 11-50 employees · Healthcare

United Kingdom

5.0

8 Aug 2024

Dated, but it connects

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

No published pricing and it comes through a partner.

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

Used for Less than 6 months8 found this helpful

Jodie Thornley

Bookkeeper · 11-50 employees · Fitness and leisure

United Kingdom

5.0

7 Aug 2024

Dated, but it connects

Case management means service and sales share one customer view, and it was a far shorter project than integrating a third party CRM. No complaints so far.

Pros

Case management means service and sales share one customer view.

Cons

No published pricing and it comes through a partner.

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

Used for 6-12 months39 found this helpful

Olivia Vaughan

Founder · 1-10 employees · Veterinary

United Kingdom

2.0

6 Aug 2024

Fine if you are already on Sage

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: 2.0
Value for money: 2.0
Customer service: 1.0
Functionality: 2.0

Used for 2+ years38 found this helpful

Neil Corrigan

Financial controller · 51-200 employees · Hospitality

United Kingdom

4.0

5 Aug 2024

Dated, but it connects

Quotes flow into the finance system without rekeying, 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

Quotes flow into the finance system without rekeying.

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: 4.0

Used for 1-2 years2 found this helpful

Louise Kowalski

HR manager · 201-500 employees · IT services

United Kingdom

5.0

29 Jul 2024

Integration is the reason, not the UI

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

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months2 found this helpful