Sole trader · 11-50 employees · Logistics and transport
United Kingdom
5.0
9 May 2026
Chosen for the Sage 200 link
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
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 1-2 years19 found this helpful
G
Gareth Colquhoun
Director · 1-10 employees · Engineering
United Kingdom
5.0
2 May 2026
Sales finally see credit position
Case management means service and sales share one customer view. It was a far shorter project than integrating a third party CRM.
Pros
Case management means service and sales share one customer view.
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
4.0
Used for Less than 6 months5 found this helpful
A
Adam Patel
Office manager · 11-50 employees · Hospitality
United Kingdom
5.0
23 Apr 2026
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
Marketing automation is basic, we run a separate tool.
Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 6-12 months16 found this helpful
J
James Adeyemi
Founder · 1-10 employees · Legal services
United Kingdom
5.0
11 Apr 2026
Fine if you are already on Sage
Quotes flow into the finance system without rekeying, and it was a far shorter project than integrating a third party CRM. 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
5.0
Value for money
5.0
Customer service
4.0
Functionality
5.0
Used for Less than 6 months29 found this helpful
K
Kevin Stroud
Sole trader · 11-50 employees · Professional services
United Kingdom
5.0
30 Mar 2026
Integration is the reason, not the UI
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
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
5.0
Functionality
5.0
Used for Less than 6 months31 found this helpful
A
Amy Colquhoun
Payroll manager · 201-500 employees · Professional services
United Kingdom
4.0
27 Mar 2026
Fine if you are already on Sage
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
5.0
Customer service
4.0
Functionality
4.0
Used for 6-12 months2 found this helpful
P
Paul Patel
Sole trader · 1-10 employees · Engineering
LinkedIn verifiedUnited Kingdom
3.0
25 Mar 2026
Dated, but it connects
On premise deployment satisfied our data policy. That said, the interface is well behind HubSpot and the sales team notice and adoption was a fight until we made it the only route to quotes.
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
3.0
Customer service
2.0
Functionality
3.0
Used for 6-12 months15 found this helpful
M
Michael Halliwell
Sole trader · 1-10 employees · Hospitality
LinkedIn verifiedUnited Kingdom
5.0
17 Mar 2026
Fine if you are already on Sage
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
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 2+ years10 found this helpful
Z
Zoe Stroud
Bookkeeper · 11-50 employees · Marketing and advertising
United Kingdom
3.0
11 Mar 2026
Chosen for the Sage 200 link
Mixed. Sales can see live credit position from Sage 200 without leaving the record, but the interface is well behind HubSpot and the sales team notice.
Pros
Sales can see live credit position from Sage 200 without leaving the record.
Cons
The interface is well behind HubSpot and the sales team notice.
Ease of use
3.0
Value for money
4.0
Customer service
2.0
Functionality
2.0
Used for Less than 6 months26 found this helpful
D
David Nowak
Bookkeeper · 1-10 employees · Food and beverage
United Kingdom
3.0
10 Mar 2026
Integration is the reason, not the UI
Case management means service and sales share one customer view. That said, little reason to pick it if you are not already on Sage finance and the interface is well behind HubSpot and the sales team notice.
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.
