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

Aisha Adeyemi

Bookkeeper · 11-50 employees · Fitness and leisure

United Kingdom

4.0

9 Mar 2026

Dated, but it connects

It was a far shorter project than integrating a third party CRM, and sales can see live credit position from Sage 200 without leaving the record. No published pricing and it comes through a partner, but we live with it.

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

Used for 1-2 years38 found this helpful

James Adeyemi

Bookkeeper · 11-50 employees · Recruitment

United Kingdom

5.0

8 Mar 2026

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

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 Less than 6 months18 found this helpful

Simon Dunmore

Management accountant · 51-200 employees · Engineering

United Kingdom

5.0

25 Feb 2026

Sales finally see credit position

It was a far shorter project than integrating a third party CRM, and sales can see live credit position from Sage 200 without leaving the record. No complaints so far.

Pros

It was a far shorter project than integrating a third party CRM.

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 2+ years28 found this helpful

Fiona Kowalski

Office manager · 11-50 employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom

4.0

23 Feb 2026

Chosen for the Sage 200 link

Case management means service and sales share one customer view. Only real gripe is that no published pricing and it comes through a partner.

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: 3.0

Used for 1-2 years24 found this helpful

Bethany Rhodes

Office manager · 1-10 employees · Marketing and advertising

LinkedIn verifiedUnited Kingdom

4.0

20 Feb 2026

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

Sales can see live credit position from Sage 200 without leaving the record.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 4.0
Value for money: 5.0
Customer service: 3.0
Functionality: 4.0

Used for 2+ years8 found this helpful

Ian Whitfield

Owner · 1-10 employees · Construction

United Kingdom

4.0

11 Feb 2026

Sales finally see credit position

Quotes flow into the finance system without rekeying, and it was a far shorter project than integrating a third party CRM. Marketing automation is basic, we run a separate tool, but we live with it.

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: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 2+ years34 found this helpful

Sarah Colquhoun

Head of payroll · 501-1000 employees · Property and lettings

United Kingdom

5.0

3 Feb 2026

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM. Case management means service and sales share one customer view.

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.

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

Used for 6-12 months32 found this helpful

Andrew Stroud

Office manager · 1-10 employees · Legal services

LinkedIn verifiedUnited Kingdom

1.0

1 Feb 2026

Integration is the reason, not the UI

Adoption was a fight until we made it the only route to quotes. Marketing automation is basic, we run a separate tool. Looking at alternatives.

Pros

Sales can see live credit position from Sage 200 without leaving the record.

Cons

Adoption was a fight until we made it the only route to quotes.

Ease of use: 1.0
Value for money: 1.0
Customer service: 1.0
Functionality: 2.0

Used for 1-2 years26 found this helpful

Louise Sandhu

Director · 11-50 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

3.0

1 Feb 2026

Fine if you are already on Sage

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: 4.0
Value for money: 3.0
Customer service: 4.0
Functionality: 3.0

Used for 2+ years7 found this helpful

Mark Begum

Sole trader · 11-50 employees · Wholesale

United Kingdom

4.0

21 Jan 2026

Dated, but it connects

Case management means service and sales share one customer view. Only real gripe is that marketing automation is basic, we run a separate tool.

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: 3.0
Customer service: 5.0
Functionality: 3.0

Used for 2+ years35 found this helpful