Customer relationship management built to sit alongside Sage accounting and ERP
204 reviews matching your filters
Hannah Begum
Company secretary · 201-500 employees · Engineering
19 Mar 2024
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
Adoption was a fight until we made it the only route to quotes.
Laura Vaughan
Head of finance · 501-1000 employees · Engineering
16 Mar 2024
It was a far shorter project than integrating a third party CRM, and case management means service and sales share one customer view. No complaints so far.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
No published pricing and it comes through a partner.
Callum Marsden
Management accountant · 201-500 employees · Construction
29 Feb 2024
On premise deployment satisfied our data policy, and it was a far shorter project than integrating a third party CRM. No complaints so far.
Pros
On premise deployment satisfied our data policy.
Cons
The interface is well behind HubSpot and the sales team notice.
Charlotte Sandhu
Practice manager · 11-50 employees · Healthcare
19 Feb 2024
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
Adoption was a fight until we made it the only route to quotes.