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

Martin Ainsley

Office manager · 11-50 employees · Legal services

United Kingdom

3.0

27 Jul 2024

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying. 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

Quotes flow into the finance system without rekeying.

Cons

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

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

Used for 2+ years36 found this helpful

Richard Holloway

Office manager · 11-50 employees · Logistics and transport

United Kingdom

5.0

15 Jul 2024

Chosen for the Sage 200 link

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

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 months34 found this helpful

Eleanor Ellery

Bookkeeper · 1-10 employees · Professional services

United Kingdom

1.0

7 Jul 2024

Dated, but it connects

The interface is well behind HubSpot and the sales team notice. No published pricing and it comes through a partner. Looking at alternatives.

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: 1.0
Customer service: 2.0
Functionality: 2.0

Used for 6-12 months13 found this helpful

Richard Ashworth

Practice manager · 11-50 employees · Manufacturing

United Kingdom

5.0

21 Jun 2024

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM. On premise deployment satisfied our data policy.

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

Used for 1-2 years11 found this helpful

Helen Patel

Founder · 11-50 employees · Wholesale

LinkedIn verifiedUnited Kingdom

5.0

19 Jun 2024

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying. On premise deployment satisfied our data policy.

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years30 found this helpful

Aisha Quinn

Director · 1-10 employees · Accounting

United Kingdom

4.0

17 Jun 2024

Fine if you are already on Sage

Quotes flow into the finance system without rekeying, 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

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: 3.0
Customer service: 4.0
Functionality: 3.0

Used for 2+ years9 found this helpful

Rebecca Middleton

Owner · 1-10 employees · Property and lettings

United Kingdom

5.0

11 Jun 2024

Dated, but it connects

Quotes flow into the finance system without rekeying. On premise deployment satisfied our data policy.

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

Used for Less than 6 months14 found this helpful

Thomas Cavendish

Founder · 1-10 employees · Veterinary

United Kingdom

5.0

19 May 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

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: 4.0

Used for Less than 6 months31 found this helpful

Daniel Marsden

Sole trader · 11-50 employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom

3.0

13 May 2024

Dated, but it connects

Mixed. Case management means service and sales share one customer view, but little reason to pick it if you are not already on Sage finance.

Pros

Case management means service and sales share one customer view.

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: 4.0
Functionality: 2.0

Used for 2+ years22 found this helpful

Adam Patel

Practice manager · 11-50 employees · IT services

United Kingdom

4.0

7 May 2024

Fine if you are already on Sage

On premise deployment satisfied our data policy. Only real gripe is that the interface is well behind HubSpot and the sales team notice.

Pros

On premise deployment satisfied our data policy.

Cons

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

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

Used for 6-12 months2 found this helpful