Skip to content
Assaylist
Sage CRM logo

Sage CRM

Verified listing

Customer relationship management built to sit alongside Sage accounting and ERP

4.1Based on 204 reviews
Visit website

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

Filter reviews

Verified reviews for Sage CRM

204 reviews matching your filters

Gareth Cavendish

Management accountant · 201-500 employees · Legal services

United Kingdom
1.0

28 Apr 2024

Chosen for the Sage 200 link

No published pricing and it comes through a partner. Little reason to pick it if you are not already on Sage finance. Looking at alternatives.

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
1.0
Value for money
1.0
Customer service
1.0
Functionality
1.0
Used for 6-12 months19 found this helpful

Rebecca Stroud

Director · 1-10 employees · Manufacturing

United Kingdom
4.0

27 Apr 2024

Chosen for the Sage 200 link

On premise deployment satisfied our data policy, 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

On premise deployment satisfied our data policy.

Cons

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

Ease of use
3.0
Value for money
5.0
Customer service
5.0
Functionality
3.0
Used for 1-2 years14 found this helpful

Adam Kowalski

Owner · 1-10 employees · Education

LinkedIn verifiedUnited Kingdom
5.0

18 Apr 2024

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying. Sales can see live credit position from Sage 200 without leaving the record.

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
4.0
Customer service
5.0
Functionality
4.0
Used for 6-12 months35 found this helpful

Charlotte Corrigan

Systems accountant · 501-1000 employees · Logistics and transport

United Kingdom
5.0

9 Apr 2024

Dated, but it connects

Quotes flow into the finance system without rekeying. Case management means service and sales share one customer view.

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 2+ years35 found this helpful

Neil Quinn

Director · 1-10 employees · Construction

LinkedIn verifiedUnited Kingdom
4.0

8 Apr 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 published pricing and it comes through a partner, but we live with it.

Pros

Quotes flow into the finance system without rekeying.

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 6-12 months30 found this helpful

Daniel Adeyemi

Office manager · 11-50 employees · Recruitment

United Kingdom
5.0

7 Apr 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. 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
5.0
Used for 1-2 years23 found this helpful

Mohammed Pemberton

Office manager · 11-50 employees · Construction

LinkedIn verifiedUnited Kingdom
2.0

6 Apr 2024

Fine if you are already on Sage

No published pricing and it comes through a partner, and adoption was a fight until we made it the only route to quotes. Sales can see live credit position from Sage 200 without leaving the record, which is about the only positive.

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
3.0
Value for money
1.0
Customer service
1.0
Functionality
2.0
Used for 2+ years29 found this helpful

Kevin Osei

Director · 1-10 employees · Manufacturing

LinkedIn verifiedUnited Kingdom
5.0

27 Mar 2024

Integration is the reason, not the UI

On premise deployment satisfied our data policy, and case management means service and sales share one customer view. No complaints so far.

Pros

On premise deployment satisfied our data policy.

Cons

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

Ease of use
5.0
Value for money
4.0
Customer service
5.0
Functionality
5.0
Used for 2+ years14 found this helpful

Robert Ellery

Payroll manager · 201-500 employees · Property and lettings

LinkedIn verifiedUnited Kingdom
4.0

24 Mar 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
4.0
Customer service
4.0
Functionality
3.0
Used for 2+ years7 found this helpful

Peter Ferreira

Financial controller · 201-500 employees · Retail

United Kingdom
3.0

19 Mar 2024

Dated, but it connects

Quotes flow into the finance system without rekeying. That said, marketing automation is basic, we run a separate tool and little reason to pick it if you are not already on Sage finance.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use
3.0
Value for money
4.0
Customer service
4.0
Functionality
4.0
Used for 6-12 months21 found this helpful