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 Radcliffe

Finance manager · 201-500 employees · Legal services

United Kingdom

5.0

24 Oct 2025

Fine if you are already on Sage

Case management means service and sales share one customer view, and on premise deployment satisfied our data policy. 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: 4.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months31 found this helpful

David Thornley

Management accountant · 51-200 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

5.0

18 Oct 2025

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record. Quotes flow into the finance system without rekeying.

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: 5.0

Used for 6-12 months26 found this helpful

Simon Middleton

Practice manager · 11-50 employees · Professional services

United Kingdom

2.0

13 Oct 2025

Integration is the reason, not the UI

No published pricing and it comes through a partner, and the interface is well behind HubSpot and the sales team notice. Sales can see live credit position from Sage 200 without leaving the record, which is about the only positive.

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: 1.0
Value for money: 2.0
Customer service: 2.0
Functionality: 1.0

Used for 1-2 years

Louise Corrigan

Founder · 1-10 employees · Veterinary

LinkedIn verifiedUnited Kingdom

1.0

12 Oct 2025

Dated, but it connects

No published pricing and it comes through a partner. Adoption was a fight until we made it the only route to quotes. Looking at alternatives.

Pros

Case management means service and sales share one customer view.

Cons

No published pricing and it comes through a partner.

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

Used for 1-2 years11 found this helpful

Richard Stroud

Office manager · 11-50 employees · Accounting

LinkedIn verifiedUnited Kingdom

4.0

3 Oct 2025

Dated, but it connects

Quotes flow into the finance system without rekeying, and sales can see live credit position from Sage 200 without leaving the record. Little reason to pick it if you are not already on Sage finance, but we live with it.

Pros

Quotes flow into the finance system without rekeying.

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: 4.0

Used for 6-12 months10 found this helpful

Louise Mackenzie

Finance manager · 201-500 employees · Fitness and leisure

United Kingdom

4.0

3 Oct 2025

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 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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 6-12 months35 found this helpful

Nicola Nasir

Finance manager · 51-200 employees · Retail

United Kingdom

5.0

1 Oct 2025

Chosen for the Sage 200 link

Case management means service and sales share one customer view. Quotes flow into the finance system without rekeying.

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: 4.0
Functionality: 5.0

Used for 6-12 months18 found this helpful

Kevin Trelawny

Bookkeeper · 1-10 employees · Professional services

United Kingdom

5.0

28 Sep 2025

Dated, but it connects

Sales can see live credit position from Sage 200 without leaving the record. Case management means service and sales share one customer view.

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: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years14 found this helpful

Rebecca Ainsley

Practice manager · 1-10 employees · Education

LinkedIn verifiedUnited Kingdom

2.0

23 Sep 2025

Integration is the reason, not the UI

Marketing automation is basic, we run a separate tool, and the interface is well behind HubSpot and the sales team notice. Sales can see live credit position from Sage 200 without leaving the record, which is about the only positive.

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: 3.0
Value for money: 2.0
Customer service: 2.0
Functionality: 1.0

Used for Less than 6 months36 found this helpful

Martin Dunmore

Sole trader · 11-50 employees · Accounting

LinkedIn verifiedUnited Kingdom

4.0

22 Sep 2025

Sales finally see credit position

Case management means service and sales share one customer view, and it was a far shorter project than integrating a third party CRM. No published pricing and it comes through a partner, but we live with it.

Pros

Case management means service and sales share one customer view.

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