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

Helen Pemberton

Practice manager · 1-10 employees · Legal services

United Kingdom

4.0

8 Dec 2025

Chosen for the Sage 200 link

On premise deployment satisfied our data policy, and it was a far shorter project than integrating a third party CRM. Little reason to pick it if you are not already on Sage finance, but we live with it.

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: 4.0
Customer service: 3.0
Functionality: 5.0

Used for 6-12 months6 found this helpful

Daniel Holloway

Bookkeeper · 11-50 employees · Fitness and leisure

United Kingdom

3.0

7 Dec 2025

Dated, but it connects

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 no published pricing and it comes through a partner.

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

Used for Less than 6 months37 found this helpful

Neil Wexford

Finance director · 501-1000 employees · Engineering

United Kingdom

5.0

6 Dec 2025

Dated, but it connects

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

Pros

On premise deployment satisfied our data policy.

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+ years9 found this helpful

Aisha Thornley

Finance manager · 201-500 employees · Retail

United Kingdom

4.0

25 Nov 2025

Sales finally see credit position

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that no published pricing and it comes through a partner.

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: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 6-12 months12 found this helpful

Michael Sinclair

Director · 11-50 employees · Marketing and advertising

LinkedIn verifiedUnited Kingdom

5.0

16 Nov 2025

Sales finally see credit position

Sales can see live credit position from Sage 200 without leaving the record. It was a far shorter project than integrating a third party CRM.

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

Used for 1-2 years15 found this helpful

Amy Patel

Founder · 11-50 employees · Education

United Kingdom

4.0

7 Nov 2025

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM, and on premise deployment satisfied our data policy. 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: 3.0
Value for money: 4.0
Customer service: 3.0
Functionality: 4.0

Used for Less than 6 months3 found this helpful

Eleanor Kaur

Bookkeeper · 11-50 employees · Manufacturing

United Kingdom

5.0

3 Nov 2025

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

Marketing automation is basic, we run a separate tool.

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

Used for Less than 6 months37 found this helpful

Bethany Rhodes

Owner · 1-10 employees · Accounting

United Kingdom

5.0

31 Oct 2025

Sales finally see credit position

Quotes flow into the finance system without rekeying. On premise deployment satisfied our data policy.

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: 4.0
Functionality: 4.0

Used for Less than 6 months11 found this helpful

James Sinclair

Operations manager · 51-200 employees · Education

United Kingdom

5.0

31 Oct 2025

Integration is the reason, not the UI

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 complaints so far.

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

Used for Less than 6 months20 found this helpful

David Lockhart

Director · 1-10 employees · Veterinary

LinkedIn verifiedUnited Kingdom

4.0

29 Oct 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 no published pricing and it comes through a partner.

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

Used for Less than 6 months24 found this helpful