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

Gareth Marsden

Practice manager · 11-50 employees · Education

United Kingdom

4.0

16 Jan 2026

Dated, but it connects

Sales can see live credit position from Sage 200 without leaving the record, and case management means service and sales share one customer view. Marketing automation is basic, we run a separate tool, but we live with it.

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: 3.0
Customer service: 5.0
Functionality: 4.0

Used for Less than 6 months10 found this helpful

Olivia Ferreira

Founder · 11-50 employees · Professional services

United Kingdom

4.0

14 Jan 2026

Dated, but it connects

Sales can see live credit position from Sage 200 without leaving the record, and case management means service and sales share one customer view. No published pricing and it comes through a partner, but we live with it.

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

Used for 1-2 years14 found this helpful

Owen Sandhu

Office manager · 11-50 employees · Engineering

United Kingdom

3.0

13 Jan 2026

Chosen for the Sage 200 link

Mixed. Case management means service and sales share one customer view, but the interface is well behind HubSpot and the sales team notice.

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: 2.0
Value for money: 3.0
Customer service: 2.0
Functionality: 4.0

Used for 1-2 years22 found this helpful

Rebecca Okonkwo

Financial controller · 51-200 employees · Recruitment

United Kingdom

4.0

5 Jan 2026

Fine if you are already on Sage

On premise deployment satisfied our data policy. Only real gripe is that adoption was a fight until we made it the only route to quotes.

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

Used for 2+ years30 found this helpful

Alan Sandhu

Head of payroll · 501-1000 employees · Legal services

United Kingdom

5.0

2 Jan 2026

Integration is the reason, not the UI

It was a far shorter project than integrating a third party CRM, and quotes flow into the finance system without rekeying. No complaints so far.

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years36 found this helpful

Olivia Quinn

Bookkeeper · 1-10 employees · Veterinary

United Kingdom

4.0

1 Jan 2026

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: 5.0
Value for money: 3.0
Customer service: 4.0
Functionality: 3.0

Used for Less than 6 months16 found this helpful

Ruth Bramley

Director · 1-10 employees · Healthcare

United Kingdom

5.0

1 Jan 2026

Dated, but it connects

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

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

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

Used for 2+ years16 found this helpful

Mark Sandhu

HR manager · 51-200 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

3.0

19 Dec 2025

Integration is the reason, not the UI

On premise deployment satisfied our data policy. That said, the interface is well behind HubSpot and the sales team notice and marketing automation is basic, we run a separate tool.

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: 2.0
Functionality: 3.0

Used for 1-2 years21 found this helpful

Helen Pemberton

Owner · 1-10 employees · Healthcare

LinkedIn verifiedUnited Kingdom

4.0

15 Dec 2025

Fine if you are already on Sage

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that 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: 4.0
Value for money: 4.0
Customer service: 5.0
Functionality: 4.0

Used for 1-2 years16 found this helpful

Mark Kowalski

Financial controller · 201-500 employees · Construction

United Kingdom

5.0

12 Dec 2025

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record, and on premise deployment satisfied our data policy. No complaints so far.

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

Used for Less than 6 months14 found this helpful